Account Manager - Remote | US/Canada Only

Specialized Accounting; United States; Remote; USD 73,000 - 83,000; Full time

Job summary

Specialized Accounting is a hospitality-focused accounting firm providing precise financial support to clients in hospitality, marinas, restaurants, and service-based ventures. We seek an Account Manager to lead a small bookkeeping team, own client financials from onboarding to monthly close, and deliver clear review videos.

This remote, full-time role aligns with business hours and travel for semi-annual team retreats.

Qualifications

• 2+ years of experience managing 100% of a client’s financials.
• 2+ years of accounting/bookkeeping experience.
• Bachelor’s degree in Accounting, Finance, Business Administration, or related field, or equivalent experience.
• High degree of customer service, attention to detail, and ability to manage multiple tasks.
• Must be able to problem-solve and learn new programs.
• Proficient with technology including Microsoft 365.
• Must have a dedicated secure internet connection and a professional workspace.

Responsibilities

• Manage the performance of your bookkeeping team and the financials of all your clients.
• Oversee task creation, delegation, and timely completion for clients.
• Ensure prompt responses to client questions and concerns.
• Identify process gaps in client accounting and communication.
• Drive monthly financial statements delivery and monthly review videos.
• Onboard and train clients on Specialized Accounting’s systems and processes.
• Lead up to 4 bookkeepers and provide feedback and guidance.
• Serve as primary liaison between clients and the company.
• Ensure adherence to company standards and month-end close for clients.

Skills

Client management

Communication

Time management

Problem solving

Attention to detail

Customer service

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Microsoft 365

Microsoft Teams

Microsoft Excel

Gusto Pro

Job description

Specialized Accounting is an experienced hospitality accounting firm dedicated to managing the financial complexities of businesses in industries like hospitality, marinas, restaurants, and service-based ventures. We help our clients concentrate on their passion by taking care of their accounting needs with precision and expertise. Through delivering value-driven and actionable insights, we go beyond traditional accounting services to support client success. Our team is committed to being a genuine financial partner, offering metrics and tools that drive business growth.

The Account Manager at Specialized Accounting serves as the primary financial and relationship lead for a dedicated portfolio of hospitality and service-based clients, ensuring the accuracy, clarity, and timeliness of their financials while overseeing a small team of bookkeepers. In this role, you will manage the full lifecycle of client accounting, from onboarding and training clients on our systems and processes, to driving the timely completion of monthly financial statements and delivering clear, helpful review videos. You will coordinate and delegate day-to-day work, monitor task completion, and proactively identify and resolve process or communication gaps. As the main liaison between clients and our firm, you will respond promptly to questions, provide professional and reassuring guidance, and uphold Specialized Accounting’s standards in every interaction. Ultimately, this position is responsible for the overall success of each client assigned to your team.

This position will be remote with a full-time schedule, working 35-40 hours per week (7-8 hours per day). The majority of your work will be performed between 9:00 am - 5:00 pm CT and must be your first priority in terms of work/employment. You will be unable to work full-time elsewhere and satisfactorily complete the duties required of this position (i.e., it’s not a side hustle).

This role demands availability that aligns with our team’s operational needs, including essential meetings, collaborative projects, and client interactions during business hours. Our work environment values flexibility but also requires a degree of adaptability due to the need for real-time response and active engagement, and fixed availability periods cannot be accommodated in this position.

Responsibilities

Manage the performance of your bookkeeping team and the financials of all of your team's clients. This includes (but is not limited to):

• Overseeing the creation, delegation, and timely completion of all tasks for your clients
• Ensure prompt responses to client questions and concerns
• Identify process issues or gaps in communication or processes with clients' accounting
• Drive the timely delivery of monthly financial statements
• Prepare monthly review videos of client financials
• Manage the onboarding and training of clients onto Specialized Accounting's systems, processes, and procedures
• Manage a team of up to 4 bookkeepers, providing feedback, guidance, and constructive criticism
• Serve as the primary liaison between your clients and the company
• Ensure Specialized Accounting's standards and processes are adhered to
• This position is responsible for the oversight of a successful month end close for each of their clients
• Other duties as assigned

Requirements

• 2+ years of experience in managing 100% of a client’s financials.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience.
• 2+ years of accounting/bookkeeping experience.
• High degree of customer service, attention to detail, and ability to manage multiple tasks. Excellent written and verbal communication skills.
• Must be able to problem-solve. Learning new programs and problem-solving issues is imperative.
• Proficient with technology; solid knowledge of computer operations and software, including Microsoft 365.
• Must have (or be willing to obtain) a dedicated secure internet connection (no public or open wi-fi networks).
• Must have a quiet, clean, and visually professional environment/workspace for video calls, client meetings, etc.
• Strong customer service skills – the ability to interact with customers through video and audio tools in a way that is professional, friendly, and reassuring.
• Ability to work in a fast-paced environment with minimal supervision.
• Must be located in the United States or Canada.
• Travel to semi-annual in-person team retreats. Locations for in-person team meetings will vary.

Experience with the Following is Preferred

• QuickBooks Online
• Double (fka Keeper)
• Receipt capture software (Ramp, etc.)
• Financial reporting apps
• Microsoft Teams
• Microsoft Excel
• Gusto Pro
• Remote work

We Are Seeking a Candidate Who

• Possesses ninja customer service skills
• Is empathetic and loves to help others
• Has a quiet, professional workspace for meetings and conversations
• Knows how to prioritize, stay organized, and can problem-solve
• Is Humble, Hungry, and Smart

What We Value

• Accuracy and Speed – We strive to give our clients timely responses to their questions and accurate information to allow them to grow their businesses.
• Continuous Improvement – Processes, Productivity, and Personal Development. We encourage and expect a never-ending quest to continually make ourselves and our operations better.Applicant must be able to accept constructive criticism as processes are always evolving and can be improved.
• Fun – If we aren’t enjoying what we’re doing, then why do it?
• Attention to Detail - We want someone who prides themselves on making sure our services remain top-notch. We value Attention to Detail so much, that we have a secret for you. We will only be giving interviews to applicants who answer this question in the "Additional Comments" section:“What unique strength or Superpower do you bring to a team?” Be sure to use the word "superpower" so we know you read the full job description. This is how we find the super rad people like YOU amongst all the people who throw their resume at every job application out there. In short, this is how we find you!
• Honesty & Integrity – Our clients give us visibility into their financial situation, which feels very private to them. Trust between our team and our clients is paramount.
• Flexibility and a willingness to learn new things - We are a fast-growing company with a variety of ever-evolving needs.

Who We Are:

• A small but growing team that truly wants to help good folks grow and operate their own successful businesses.
• We work hard, but we like to laugh.
• Knowledge of cheesy 80s music, along with the ability to recite quotes from The Princess Bride and Scrubs is a definite plus!
• Not boring! If you're stodgy and humorless, in the words of Pearl Jam... we're "Not for You."

The Perks, Performance, and Pay:

• The starting pay for this position is $25/hr.
• Eligible for pay increase after a successful 90-day probationary period.
• This position will average 35-40 hours per