Accounting Manager

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Zenbooks

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

☁️ SaaS

💸 Finance

SaaS • Finance

Zenbooks is a tech-savvy Canadian cloud accounting firm providing virtual bookkeeping, accounting, tax planning, payroll compliance, and financial reporting for small and medium-sized businesses. Many team members are qualified CPAs, CAs, and tax specialists. They specialize in cloud accounting platforms (Xero, QuickBooks/QBO), eliminating paperwork and data entry, and advising clients on productivity and daily financials. They offer free discovery calls and position themselves as business advisers and tax planners.

📋 Description

• Lead and manage a pod of accountants and senior accountants, providing coaching, technical guidance, and regular feedback • Oversee monthly accounting activities including A/R, A/P, payroll entries, reconciliations, accruals, and adjustments • Lead mid- to high-complexity client engagements as the primary accounting advisor and point of contact • Prepare and present advanced financial reports, KPI dashboards, and budgets with insights and recommendations • Conduct 1:1s, performance check-ins, and semi-annual reviews • Support staffing, workload balancing, and scheduling across the pod • Provide escalation support for technical accounting issues, client challenges, and workflow blockers • Oversee client portfolios and review financial statements, reconciliations, working papers, and month-end packages • Monitor client satisfaction and address concerns, scope issues, and workflow challenges • Build long-term client relationships through proactive communication and guidance • Own pod gross margin, budget-versus-actual hours, KPIs, revenue retention, upsells, and workflow consistency • Collaborate with the Director of Operations on pricing, resourcing, and capacity planning • Identify upsell and expansion opportunities and manage pod revenue performance • Ensure adherence to best practices, SOPs, documentation standards, and internal controls • Lead process improvement initiatives and support special projects • Collaborate with Tax and Payroll teams and participate in internal meetings

🎯 Requirements

• 1–2 years of experience managing a team • 1–2 years of experience in a controllership role or handling controllership-level responsibilities • 2–3 years of client-facing experience supporting monthly reporting • Strong working knowledge of cloud accounting software, such as Xero and/or QBO • Must pass a criminal background check and/or education/employment verification • High-speed internet access required • Availability during core business hours • Access to Excel or Google Sheets required for the case activity • Some candidates may be asked to complete a QBO walkthrough

🏖️ Benefits

• 5 Personal Days • 15 Vacation days • 1 week during the winter holidays • 100% Employer-paid Health benefits (medical, dental, disability, life insurance, and vision) (including EAP) • Flexible health spending account • Group Registered Retirement Savings Plan (RRSP) • 100% Employer-paid Laptop, monitor, keyboard and mouse • 100% Employer-paid Ergonomic assessment of your home office (Virtual) • Flexible work schedule