Bookkeeping Account Manager

SMB Team

Bookkeeping Account Manager facilitating client relations and quality assurance for bookkeeping clients at SMB Team. Opportunity to join a rapidly-growing digital marketing and coaching business for attorneys.

Posted 5/18/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as point of contact and intermediary for our bookkeeping clients and accounting partner.
Manage the onboarding and setup for bookkeeping clients and ensure a smooth experience.
Oversee and facilitate communication to and from clients including answering all questions you can and finding answers quickly on the ones you cannot.
Develop and maintain a quality assurance system to make sure our clients are receiving accurate books.
Other duties could include assisting in the sale of this service, handling client matters, and attending events to represent this service to our clients.

Requirements

What you’ll need

Dedication to the client experience (internal and external customers)
Experience managing at least 20 accounts at once
Ability to learn new technology and bookkeeping systems quickly (experience with multiple is a plus!)
4+ years experience bookkeeping or accounting experience with a professional service firm (legal bookkeeping experience a strong plus!)
High level of attention to detail - able to spot needles in haystacks
Experience with IOLTA and lawyer trust accounting a huge plus

Benefits

Comp & perks

We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
An opportunity to earn quarterly bonuses based on performance.
Unlimited vacation time - We encourage you to take time to recharge so you can be your best here at work.
Team member education and learning budget on courses, events and books.
Company activities, outings, and retreats.
Simple IRA WITH a 3% Match.
WFH or come to the office. The choice is yours!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

bookkeepingaccountingquality assuranceIOLTAlawyer trust accounting

Soft Skills

client experienceattention to detailcommunicationproblem-solvinginterpersonal skills