Client Manager – Senior Accountant

🔥 0 minutes ago

⛰️ Colorado, Florida, +3 more states – Remote

⛰️ Colorado – Remote 🐊 Florida – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote

💵 $60k - $70k / year

⏰ Full Time

🟠 Senior

🤝 Client Partner

👻 Ghost score 0%

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Logistis for Designers

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

💼 Consulting

B2B • Consulting

Logistis for Designers is a specialized accounting service provider tailored specifically for interior designers across the United States. Offering 'white-glove' accounting services, the company employs experienced bookkeepers with expertise in industry-specific needs. Logistis for Designers integrates with platforms such as Ivy/Houzz Pro and Quickbooks to provide comprehensive financial solutions for design professionals.

📋 Description

• Serve as the main point of contact for assigned interior-design-firm clients via email, phone and Zoom • Lead recurring monthly or quarterly calls reviewing financials, cash flow, AR/AP and project profitability • Advise designers on gross profit margin, markups and net income • Answer workflow and best-practice questions about Studio Designer, Houzz Pro, Programa and QuickBooks Online • Coordinate with clients' outside CPAs, payroll providers and software representatives • Lead new-client kickoff and onboarding calls • Secure access to accounting, banking, payroll, sales tax and design-platform accounts • Run cleanup assessments and scope catch-up work • Oversee design-platform-to-QuickBooks mapping and setup • Perform and oversee books cleanup, reconciliations, adjusting journal entries and corrections • Teach designers and bookkeepers accounting and software best practices • Manage bookkeepers through one-on-ones and monthly check-ins • Review call-prep reports and financial statements before client delivery • Monitor Karbon for past-due work, unanswered emails and uncategorized transactions • Support Gusto payroll activities and resolve payroll and tax notices • Track billable time and invoices, prepare additional-work proposals and identify service expansion opportunities • Track client health and flag at-risk accounts • Help interview and train team members and improve SOPs, Karbon templates and client resources

🎯 Requirements

• 5+ years of accounting experience at a senior accountant level, ideally at an accounting or bookkeeping firm • Proven experience with books cleanup and catch-up work, including reconciliations, adjusting journal entries and accrual-basis corrections • Experience onboarding new clients and teaching accounting best practices to people who aren't accountants • 3+ years in a client-facing role, such as client management or account management • Strong working knowledge of QuickBooks Online and accrual-based financial statements • Ability to explain financial concepts clearly to people who aren't accountants • Experience leading or mentoring a team, ideally remote or offshore bookkeepers • Highly organized, and able to juggle many clients and deadlines at once • Comfortable on Zoom and the phone all day • Bachelor's degree in accounting, business or a related field, or equivalent experience

🏖️ Benefits

• Fully remote, with a supportive and collaborative team • Health • PTO • 401(k)

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