Bookkeeping Team Manager

Remote position, with office location in Tampa, Florida available for hybrid work (if desired).

Preference given to candidates in Tampa Bay Area, Florida, and Georgia.

Full-time

Exempt

40 hours per week

$75,000-$90,000, annually, plus additional incentive compensation

Supervise Full-Charge Bookkeepers and Bookkeeping Analysts. Manage new client implementation and on-boarding processes. Manage client relationships.

(includes but may not be limited to the following):

• Ensure staff is executing their essential duties and responsibilities
• Review staff’s work product (general ledger, financial reports, financial analysis) weekly for accuracy and timeliness utilizing process checklists
• Schedule staff’s tasks and deadlines, as needed
• Assist with client and staff scheduling, as needed
• Maintain quality staff and client relationships
• Provide feedback and coaching to staff regularly
• Provide feedback for performance reviews and make recommendations for performance management, at least annually
• Be available to handle escalated and complex client issues, always
• Be available to fill in for clients or staff on vacation, as needed
• Oversee client relationship management and ensure clients are satisfied with our services
• Works directly with multiple clients, business owners and non-profits
• Provide planning and time management recommendations, as needed
• Communicate client service improvement and business growth opportunity ideas to management
• Update weekly calendars and practice management software
• Frequently meet with staff about outstanding client tasks
• Create, implement, and manage a client renewal process
• Assist and manage new client on-boarding process
• Create, implement and manage a staff training program checklist and/or manual
• Train client with bookkeeping software and best practices
• Performs duties of Full-Charge Bookkeeper, as needed, including understanding the full accounting cycle from data entry to financial reporting on both cash and accrual basis, financial statement analysis, year-end close entries and schedules, liaising with CPA firms
• Performs other duties as assigned from time to time by supervisor

• Bachelor’s Degree in Accounting, required
• 10-years of bookkeeping or accounting experience, preferred
• 5-years of leadership/management experience, preferred
• Quick Books Pro Advisor or 5+ years of Quick Books experience, preferred
• Knowledge of Quick Books third party app integrations
• Knowledge of electronic payables systems, like Bill or Melio, preferred
• Knowledge of computerized accounting, but must be able to do a manual set of books
• Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns
• Knowledge of law firm trust accounting and nonprofit accounting practices, preferred
  
  Well-versed with accounting practices, GAAP and tax laws
• Send and receive emails and keep an email inbox organized
• Use a word processing program like Microsoft Word
• Use a spreadsheet program like Microsoft Excel
• Use electronic meeting platforms like Microsoft Teams or Zoom
• Keep computer files properly organized placing files in appropriate computer folders

• Ability to coach, mentor and lead others
• Ability to hold others accountable
• Ability to delegate tasks effectively
• Excellent interpersonal skills and customer service skills
• Excellent organizational skills
• Excellent keyboarding skills
• Ability to analyze information
• Ability to deal with complexity
• Attention to details and thoroughness
• Ability to perform several tasks concurrently with ease and professionalism
• Ability to operate calculator, computer, and other general office equipment
• Ability to communicate clearly and concisely,…