Dedicated Accounting Manager

We're looking for an experienced Accountant to join our team at Tooth and Coin as a Dedicated Accounting Manager. Do you have accounting experience and have skills in the following:

• Bookkeeping for multiple small businesses through accounting software
• Ability to meet deadlines
• Ability to handle multiple tasks
• Ability to self-manage time
• Ability to mentor and review the work of Account Manager level team members
• Working in a team environment
• Being customer service oriented and a great communicator
• Willingness to learn and improve

Are you driven to help others succeed and motivated to do your best work every day? Do you think analytically, thrive in a fast-paced environment with competing deadlines, and approach client needs with empathy and understanding?

Awesome... Keep reading

Goals for the Dedicated Account Manager Role:

• To serve as a client-facing role in terms of delivering accounting reports to the client.
• To serve as a second set of eyes on the transactions of our client’s dental practice to catch any potential bookkeeping errors.
• To answer any questions the client has in terms of their accounting and reports
• To provide timely reporting to the client.
• Assist Account Managers with researching any accounting issues that come up in performing their job.
• Providing accurate information and outstanding client service

For Monthly Reporting

• Review monthly general ledger transactions for proper account classification.
• Review Balance Sheet accounts for any unusual balances.
• Prepare a Management Report for each month to allow for clarity of the practice’s results.
• If no Management Report is issued then a no report issued statement is issued.
• Submit ask client questions on transactions that have been flagged as uncertain.
• Prepare Journal Entries to close out each month.
• Review work of Account Managers, helping to identify mistakes and coaching in a way that drives teamwork and improvement

Throughout the Year

• Provide Payroll guidance as needed
• Prepare Sales Tax Returns as needed
• Work with gathering supporting documents for balance sheet items and supporting schedules
• Share wins that the client has had with the rest of the Tooth and Coin team so that we can all celebrate
• Assist with onboarding new clients into the Accounting department

End of the Year

• Assist the tax team with closing the financials for the year, allowing for tax journal entries to be completed that lead to the tax return being completed.
• Assist the client with 1099 processing

Keys to Success

• Over 90% of Management Reports are issued by the 15th of the month.
• 100% of Reports are issued by the 20th of the month. (Whether a Management Report or No Report Issued)
• The client is contacted by phone semi-annually.
• Consistently build towards a goal of independently managing approximately 45 clients a month.
• Review client questions and financial reports of Account Managers to ensure the client experience and quality of the product delivered to clients remains high.
• Assist with training and mentorship of Account Managers

Pay: $62,500.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Education:

• Bachelor's (Preferred)

Experience:

• Public accounting: 3 years (Preferred)

Work Location: Remote