Bookkeeping Manager

🕒 October 7

🇺🇸 United States – Remote

💵 $67k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍🏫 Bookkeeping and Clerks

👻 Ghost score 2%

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Patriot Software

WebsiteLinkedInAll Job Openings

51 - 200 employees

☁️ SaaS

🤝 B2B

💰 Series B - Patriot Software on 2023-07

SaaS • B2B

Patriot Software is a U. S. -based company that provides cloud-hosted accounting and payroll software targeted primarily at small and medium-sized businesses. It offers subscription SaaS products including accounting, payroll (including full-service payroll and tax filing), time & attendance, HR features, and optional bookkeeping services, with mobile access and U. S. -based customer support.

📋 Description

• Lead the Bookkeeping team’s day-to-day functions, including workload assignment, portfolio balancing, throughput, and coverage • Set, document, and enforce GAAP-aligned bookkeeping quality standards • Conduct regular quality audits of client books and turn findings into coaching • Complete new account setups, clean-up projects, and monthly book closures • Perform bank and credit card data imports, journal entries, account reconciliations, transaction categorization, and general ledger review and corrections • Serve as the highest bookkeeping escalation point for complex customer issues involving payroll, payroll tax, and accounting • Track and report team performance, quality, and capacity to the Head of Operations • Represent the Bookkeeping team with Accounting, Product, and internal teams on workflows, tools, and pain points • Analyze processes and workflows to improve efficiency and reduce manual work • Develop new-hire training and continuing education content with the Training Department • Coach and develop team members through weekly 1:1s and performance check-ins • Interview and hire new team members • Deliver performance evaluations and follow the disciplinary process • Maintain professionalism and uphold Patriot’s core values

🎯 Requirements

• Bachelor’s degree in Accounting or Finance • 3+ years of hands-on bookkeeping experience, including monthly closes, reconciliations, and clean-up projects • 2+ years of experience managing or leading a team, including coaching, performance feedback, and accountability conversations • Strong working knowledge of GAAP and USA-based accounting, payroll, and payroll tax • Ability to review books, identify errors or incomplete work, and explain corrections • Sound judgment and confidence to address work that does not meet standards • Ability to report on team performance clearly and candidly using data • Superior verbal and written communication skills with employees and customers • Proven ability to handle escalated customer issues and customer follow-ups • Comfort with technology and ability to learn new software and tools quickly • Ability to remain composed and solution-focused during challenging interactions • Ability to stay organized, prioritize tasks, and manage time effectively • Capacity to accept and use constructive criticism • Self-motivated and eager to continue learning • Dedicated, quiet home workspace with reliable high-speed internet, desk, and chair • Legally eligible to work in the United States

🏖️ Benefits

• Paid time off, inclusive of vacation and sick time • Paid holidays • Medical, dental, and vision insurance • Section 125 HSA and FSA accounts • Benefits beginning the first of the month following hire • Company-paid life, short-term, and long-term disability insurance • 401(k) with company match • Up-to-date hardware and equipment provided • Flexible scheduling and opportunities for advancement • Engaging and collaborative company culture • Education reimbursement • Home office setup stipend after introductory period

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