Accountingprose

Controller, Client Accounting Team Lead

Accountingprose

full-time

Posted on:

Location Type: Remote

Location: Colorado • United States

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Salary

💰 $90,000 - $95,000 per year

Job Level

Senior

About the role

  • Managing a team of approximately 5 Client Accounting Managers (CAMs) and ensuring they are following company procedures
  • Auditing the work of the team to develop, implement and maintain one or a combination of generally accepted accounting systems
  • Completing audits of CAMs end of month/quarter/year tasks and assigning additional tasks if lists are incomplete or require additional follow-up
  • Assisting CAMs with day-to-day processes and questions and assisting with their development
  • Coaching and encouraging employees during times of performance decline and when necessary working with HR to administer performance improvement plans
  • Communicating and following up to ensure CAMs are fully informed of all new information related to software products, services, procedures, client needs, and company-related issues, changes, or actions
  • Assessing current accounting operations, offering recommendations for improvement, and implementing new processes. Suggesting and drafting help documents when necessary
  • Publishing and locking end-of-month/quarter/year financials and notifying clients that financial statements have been completed
  • Proactively identify client issues, communicating and implementing timely solutions.
  • Creating and presenting continuing education content to the team
  • Providing ad-hoc, 30-day, 90-day, quarterly, and annual performance reviews to all assigned CAMs
  • Uncovering discrepancies between CAMs time logged and the budget and if the scope of work needs to be changed
  • Review accuracy of 1099 vendors and e-filing 1099-NEC and 1099-MISC forms to the appropriate parties (eg. client vendors, IRS, state tax agencies)
  • Review Sales, Use, and Excise Tax Returns on a monthly, quarterly, and annual basis for accuracy and timeliness
  • Providing support to new CAMs during their first year through training and assisting with onboarding
  • Assisting CAMs with their out-of-office procedures and delegating work to other team members during their absence
  • Partnering with the leadership team to determine future hiring needs, goal setting, and participating in interviews
  • Work with CAM to complete Scope Review Form on an annual or as-needed basis

Requirements

  • Bachelor’s degree in Accounting or related field or a deep understanding of GAAP
  • 7+ years of full-cycle accounting experience with general ledger responsibility, with at least 5 years in a supervisory role
  • Demonstrated experience in advising clients or others on financial results
  • Strong leadership and proven supervisory skills
  • Demonstrated mentoring, coaching, and organizational administrative skills required
  • Excited by process and automation
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to work independently while managing multiple projects and deadlines on time
  • Communicate clearly and professionally, both orally and in writing
  • Maintain the highest level of confidentiality while working with client data
  • Authorized to work in the United States on a full-time basis
  • Experience working in a CPA firm is highly desirable
  • Knowledge of software such as Xero, Quickbooks Online, Quickbooks Desktop, Double (previously Keeper), Gusto Payroll, Teamwork Projects, Zoom, Dropbox
  • Experience in the following industries: SaaS, HaaS, eCommerce, Professional Services (Legal, Marketing, Project-Based Service)
Benefits
  • 100% Remote - We have been fully remote since 2013 (and there is no office to return to)
  • Unlimited paid time off
  • 14 paid company holidays + the last week of the year
  • 3% Simple IRA Salary Match
  • $500/mo Health Insurance Stipend via Take Command Health
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
full-cycle accountinggeneral ledgerGAAPfinancial auditing1099 e-filingSales Tax ReturnsUse Tax ReturnsExcise Tax Returnsperformance reviewsprocess improvement
Soft Skills
leadershipsupervisory skillsmentoringcoachingorganizational skillsanalytical skillsattention to detailcommunication skillsconfidentialityindependence