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 client relationships weekly and monthly • Is the primary point of contact for Bookkeeper360 clients • Interact with business owners, providing them monthly financial reviews, or, as needed by the client • Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting • Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc. • Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy • Reconcile tax returns to books and records • Deliver exceptional service on time and on budget • Complete any back work projects in an efficient, timely manner • Routinely communicate with your manager relating to financial close, accounting issues, and deliverables • Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients • Set up and manage cloud technology integrations • Review workflow and business operations, and make technology and app recommendations to increase efficiencies

🎯 Requirements

• 3-5 years of experience overseeing the work of bookkeepers or staff accountants • Bachelor’s degree in Accounting, or a related field (BS/MS/MBA preferred) • 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

🏖️ Benefits

• 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