Bookkeeping Account Manager

🕒 May 18

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $60k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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SMB Team

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

📚 Education

B2B • Finance • Education

SMB Team is a company specializing in growth acceleration for law firms. They offer a comprehensive suite of services including law firm coaching, fractional CFO services, marketing courses, and virtual assistant solutions tailored to the needs of legal professionals. SMB Team focuses on helping law firms increase their revenue, improve client acquisition through innovative marketing strategies such as SEO, PPC, and social media, and develop self-managing teams through their structured coaching programs. Their flagship service, Elite 360, addresses core law firm challenges including lead generation, hiring, and profit growth. The company aims to transform law firms into highly profitable and self-sustaining businesses, allowing lawyers to focus on their practice while their firms thrive autonomously. SMB Team is dedicated to empowering law firm owners to achieve significant growth in revenue and freedom.

📋 Description

• 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

• 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

• 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!