Managed Accounting Department
Full-time; Hybrid or Remote
Our cloud accountants make up the core of our managed accounting staff. This team provides end-to-end back-office services to our clients, including bookkeeping, financial reporting, payroll, and accounts payable management. Working together in small teams, our staff coordinates with clients to gather the necessary information to accurately manage all aspects of their back-office. Team members are self-starters, who take pride in seeing a project through to completion. As the ecosystem of apps we have at our disposal continues to grow and evolve, our cloud accountants tailor solutions on a client-by-client basis, and devise systematic improvements to ensure we make the most of available automation tools.
Prepare client bookkeeping from end-to-end, proactively requesting additional information as needed.
Complete financial statements each month or quarter within agreed-upon time frame of month-end.
Process payroll using a web-based payroll platform, providing ancillary payroll support to clients as needed.
Coordinate bill capture, approval and payment.
Provide short-term cash reporting to clients as needed, using web-based cash reporting tools.
Continue to build upon your technical knowledge of the current app ecosystem, the native integrations these tools provide, and how to utilize third-party integration tools like Zapier to maximize efficiency.
Develop internal relationships to foster a culture of collaboration.
Provide exceptional client service on all matters when called upon.
3+ years of cloud-based bookkeeping experience.
Exceptional written & oral communication skills.
Experience working directly with clients, requesting additional information, and providing client support.
Exceptional organizational skills & attention to detail.
Ability to manage priorities when simultaneously managing several projects.
Proficient with Microsoft Office suite of programs.
Basic knowledge of income tax preparation.
A working understanding of the current app ecosystem available to accountants.
Xero or QuickBooks Online certification.
3+ years of income tax preparation experience.
Experience with the Bill.com accounts payable platform.
Ability to provide app consulting to clients.
Experience identifying opportunities to grow clients into higher-value offerings.
Experience onboarding new clients.
A deep understanding of the current app ecosystem at-large, and experience utilizing integration tools like Zapier.