Role Summary:
Oversees client portfolios, supervises bookkeeping teams, ensures trust accounting compliance, and manages client relationships. Plays a key role in driving efficiency and quality within the entity’s operations.
Key Responsibilities:
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Oversee bookkeeping and trust accounting for multiple property management clients (STR & LTR).
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Review and finalize reconciliations, journal entries, and reports prepared by junior and mid-level bookkeepers.
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Handle complex transactions, clearing account issues, accruals, and adjustments.
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Lead client communications, addressing reporting requirements, queries, and escalations.
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Supervise, mentor, and evaluate Junior and Mid-level Bookkeepers; provide feedback and training.
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Ensure compliance with U.S. GAAP, trust accounting rules, and client contracts.
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Drive process improvements, develop SOPs, and support system integrations (QBO, Get Clearing, VR Platform).
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Provide financial insights and advanced reporting to clients.
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Collaborate with management on scaling operations and workflow automation.
Requirements:
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ACCA Qualified / CA Qualified or Finalists strongly preferred.
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2–4+ years of progressive bookkeeping/accounting experience, including supervisory exposure.
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Strong expertise in trust accounting and U.S. property management practices.
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Advanced knowledge of QuickBooks Online; working experience with US payments processing, expense management, and document processing software.
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Excellent leadership, problem-solving, and client relationship management skills.
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Ability to manage multiple portfolios and deliver high-quality results under tight deadlines.