Account Manager, Tax Liaison

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November 8

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Kickstart Accounting, Inc.

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B2B • Finance • Education

Kickstart Accounting, Inc. is a progressive bookkeeping and accounting firm that specializes in empowering women entrepreneurs to achieve their financial goals and grow their profits. Founded by seasoned CFO Danielle, the company offers a comprehensive suite of services including CFO, bookkeeping, and tax support, as well as educational resources and financial courses tailored to entrepreneurs. Dedicated to relieving the stress and confusion often associated with managing business finances, Kickstart Accounting provides real-time financial insights, support, and accountability to help entrepreneurs make informed business decisions. The firm prides itself on being a catalyst for change in women's entrepreneurship by offering personalized, high-touch financial services that go beyond traditional bookkeeping, fostering confidence and strategic growth for its clients.

2 - 10 employees

🤝 B2B

💸 Finance

📚 Education

📋 Description

• Lead, coach, and develop a team of bookkeepers, ensuring accurate financials and adherence to policies. • Facilitate client calls to review financial reports, answer questions, and ensure clients understand their numbers and how they relate to tax strategy. • Serve as the bridge between clients and our tax team: facilitating communication, preparing necessary reports, and ensuring smooth coordination during tax planning and filing. • Communicate with clients via Zoom and email regarding their financials and business strategy. • Review and approve accurate financial statements for LLCs and S Corporations, ensuring they are tax-ready and compliant with all relevant regulations. • Collect, organize, and review client financial data within QuickBooks Online, maintaining accuracy, completeness, and consistency across accounts. • Uphold company guidelines and ensure team compliance with policies and deadlines. • Work closely with our bookkeeping team and tax professionals to ensure seamless financial reporting and client service throughout the year.

🎯 Requirements

• Proven leadership experience in an accounting environment, with the ability to oversee a team and ensure strict adherence to timelines and standards. • Technical expertise in QuickBooks Online is required, as well as proficiency in Word, Excel, and other relevant software. • Demonstrated success in multi-client environments, with strong problem-solving skills. • Strong organizational skills, with the ability to manage multiple tasks and projects while maintaining quality and accuracy.

🏖️ Benefits

• A career progression path that supports your growth in both responsibility and income. • A culture of continuous learning, where your ideas will be heard and supported. • A collaborative team environment that prioritizes excellence in service. • Autonomy and ownership of your work without micromanagement, but with clear expectations.