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Senior Accountant – Client Accountant
Bookkeeper360Senior Accountant managing client relationships and overseeing bookkeepers at fintech company. Delivering accounting services and ensuring prompt and accurate financial reporting.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
general ledgermonth-end closefinancial reportingAPARreconciliationstax return reconciliationaccrual basis financial reportingcloud-based accountingbookkeeping
Soft Skills
client relationship managementsense of urgencydelegationteam leadershipcommunicationefficiency improvementtime managementaccuracyproblem-solvingservice orientation
Tools & Technologies
cloud technology integrationsaccounting systemsintegrated add-onsworkflow management toolsbusiness operations softwarefinancial softwareaccounting applicationsproject management toolsreporting toolsCRM systems
Certifications & Qualifications
Bachelor’s degree in AccountingMaster’s degree in AccountingMBA
Industry Keywords
e-commerceproduct companiestechnologyprofessional servicesreal estatepublic accountingconsultingfinancial servicesaccounting practicesbusiness operations
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Manage client relationships weekly and monthly
- Is the primary point of contact for Bookkeeper360 clients
- Interact with business owners, providing them monthly financial reviews, or, as needed by the client
- Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting
- Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc.
- Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy
- Reconcile tax returns to books and records
- Deliver exceptional service on time and on budget
- Complete any back work projects in an efficient, timely manner
- Routinely communicate with your manager relating to financial close, accounting issues, and deliverables
- Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients
- Set up and manage cloud technology integrations
- Review workflow and business operations, and make technology and app recommendations to increase efficiencies
Requirements
What you’ll need- 3-5 years of experience overseeing the work of bookkeepers or staff accountants
- Bachelor’s degree in Accounting, or a related field (BS/MS/MBA preferred)
- Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries
- Cloud-based accounting experience
- Public accounting experience
- Consulting experience
- Expertise in accrual basis financial reporting
Benefits
Comp & perks- Comprehensive benefits package including medical, dental, vision, and 401K with employer match
- Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster)
- Fully remote workplace
- Unlimited PTO after the first year
- Company paid holidays
- Virtual team-building activities and other company-wide events
- Collaborative team-based work environment
- Career path and advancement opportunities - company policy of promoting from within