Senior Accountant – Client Accountant

🕒 June 14

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Bookkeeper360

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2012

🤝 B2B

☁️ SaaS

💸 Finance

💰 $2.5M Seed Round - Bookkeeper360 on 2022-08

B2B • SaaS • Finance

Bookkeeper360 is a provider of outsourced accounting and financial operations for small and midsize businesses, offering bookkeeping, tax preparation, payroll and HR, R&D tax credit services, and fractional CFO/advisory support. Founded in 2012, the company combines expert accounting teams with a SaaS platform and mobile app that deliver performance dashboards, communication tools, and AI-powered financial insights to give businesses real-time visibility and scalable finance operations.

📋 Description

• Manage a book of clients and deliver Bookkeeper360’s accounting services • Manage client relationships weekly and monthly • Serve as the primary point of contact for Bookkeeper360 clients • Interact with business owners and provide monthly financial reviews or reviews as needed • Address tight deadlines across general ledger, month-end close, and financial reporting activities • Manage and lead 1–3 bookkeepers performing AP/AR, expense categorization, reconciliations, and other transactional bookkeeping tasks • Delegate and review bookkeeping work to ensure promptness and accuracy • Reconcile tax returns to books and records • Deliver exceptional service on time and on budget • Complete back-work projects efficiently and on time • Communicate with the manager about financial close, accounting issues, and deliverables • Leverage cloud-based accounting systems and integrated add-ons • Set up and manage cloud technology integrations • Review workflows and business operations and recommend technology and apps to improve efficiency

🎯 Requirements

• 3–5 years of experience overseeing the work of bookkeepers or staff accountants • Bachelor’s degree in Accounting or a related field (listed under “Gets you to the top of the list”) • Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries • Cloud-based accounting experience • Public accounting experience • Consulting experience • Expertise in accrual basis financial reporting • Experience managing client relationships and serving as the primary client contact • Experience with general ledger, month-end close, and financial reporting • Experience leading and reviewing the work of 1–3 bookkeepers • Experience with AP/AR, expense categorization, and reconciliations • Experience reconciling tax returns to books and records • Experience with cloud-based accounting systems, integrated add-ons, and technology integrations • Ability to review workflows and recommend technology and apps • Ability to work effectively in a remote, digital environment • Familiarity with accounting software and third-party accounting tools including Xero, QuickBooks Online, Bill.com, Gusto, Expensify, A2X, Shopify, Amazon Seller Central, Square, and Stripe is assessed in the application form

🏖️ Benefits

• Salary range from $85,000-$95,000/year + variable compensation eligibility after 6 months • Comprehensive benefits package including medical, dental, vision, and 401K with employer match • Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster) • Fully remote workplace • Unlimited PTO after the first year • Company paid holidays • Virtual team-building activities and other company-wide events • Collaborative team-based work environment • Career path and advancement opportunities - company policy of promoting from within