Bookkeeping Team Manager

My Paper Pusher, LLC; Florida; Remote; USD 75,000 - 90,000; Full time

Job summary

My Paper Pusher, LLC in Tampa, FL, is seeking a Remote Senior Bookkeeping Manager to supervise full-charge bookkeepers, manage new client onboarding, and oversee ongoing client relationships.

This is a full-time, exempt role with 40 hours per week and a salary of $75,000–$90,000 per year plus incentive compensation. Preference given to candidates in the Tampa Bay Area, Florida, and Georgia; hybrid work is possible if desired.

Qualifications

• Bachelor’s Degree in Accounting is required.
• 10+ years bookkeeping or accounting experience preferred.
• 5+ years leadership/management experience preferred.
• QuickBooks experience; knowledge of QuickBooks integrations preferred.
• Knowledge of electronic payables systems (Bill/Melio) preferred.
• Knowledge of computerized accounting including manual books and GAAP knowledge.
• Payroll accounting familiarity and nonprofit/trust accounting practices.

Responsibilities

• Supervise full-charge bookkeepers and analysts.
• Manage new client onboarding and renewal processes.
• Oversee client relationships and satisfaction.
• Review staff work weekly for accuracy and timeliness.
• Schedule staff tasks and deadlines; coordinate training.

Skills

Coaching leadership

Accountability

Delegation

Interpersonal skills

Organizational skills

Attention to detail

Multitasking

English communication

Confidentiality

Education

Bachelor’s Degree in Accounting

Tools

QuickBooks

Bill.com

Melio

Microsoft Excel

Microsoft Word

Microsoft Teams / Zoom

Job description

LOCATION:

Remote position, with office location in Tampa, Florida available for hybrid work (if desired).

Preference given to candidates in Tampa Bay Area, Florida, and Georgia.

EMPLOYMENT TYPE:

Full-time

STATUS:

Exempt

HOURS:

40 hours per week

Compensation:

$75,000-$90,000, annually, plus additional incentive compensation

SUMMARY:

Supervise Full-Charge Bookkeepers and Bookkeeping Analysts. Manage new client implementation and on-boarding processes. Manage client relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES

(includes but may not be limited to the following):

• Ensure staff is executing their essential duties and responsibilities
• Review staff’s work product (general ledger, financial reports, financial analysis) weekly for accuracy and timeliness utilizing process checklists
• Schedule staff’s tasks and deadlines, as needed
• Assist with client and staff scheduling, as needed
• Maintain quality staff and client relationships
• Provide feedback and coaching to staff regularly
• Provide feedback for performance reviews and make recommendations for performance management, at least annually
• Be available to handle escalated and complex client issues, always
• Be available to fill in for clients or staff on vacation, as needed
• Oversee client relationship management and ensure clients are satisfied with our services
• Works directly with multiple clients, business owners and non-profits
• Provide planning and time management recommendations, as needed
• Communicate client service improvement and business growth opportunity ideas to management
• Update weekly calendars and practice management software
• Frequently meet with staff about outstanding client tasks
• Create, implement, and manage a client renewal process
• Assist and manage new client on-boarding process
• Create, implement and manage a staff training program checklist and/or manual
• Train client with bookkeeping software and best practices
• Performs duties of Full-Charge Bookkeeper, as needed, including understanding the full accounting cycle from data entry to financial reporting on both cash and accrual basis, financial statement analysis, year-end close entries and schedules, liaising with CPA firms
• Performs other duties as assigned from time to time by supervisor

KNOWLEDGE AND EXPERIENCE REQUIRED:

• Bachelor’s Degree in Accounting, required
• 10-years of bookkeeping or accounting experience, preferred
• 5-years of leadership/management experience, preferred
• QuickBooks Pro Advisor or 5+ years of QuickBooks experience, preferred
• Knowledge of QuickBooks third party app integrations
• Knowledge of electronic payables systems, like Bill or Melio, preferred
• Knowledge of computerized accounting, but must be able to do a manual set of books
• Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns
• Knowledge of law firm trust accounting and nonprofit accounting practices, preferredWell-versed with accounting practices, GAAP and tax laws
• Send and receive emails and keep an email inbox organized
• Use a word processing program like Microsoft Word
• Use a spreadsheet program like Microsoft Excel
• Use electronic meeting platforms like Microsoft Teams or Zoom
• Keep computer files properly organized placing files in appropriate computer folders

SKILLS REQUIRED:

• Ability to coach, mentor and lead others
• Ability to hold others accountable
• Ability to delegate tasks effectively
• Excellent interpersonal skills and customer service skills
• Excellent organizational skills
• Excellent keyboarding skills
• Ability to analyze information
• Ability to deal with complexity
• Attention to details and thoroughness
• Ability to perform several tasks concurrently with ease and professionalism
• Ability to operate calculator, computer, and other general office equipment
• Ability to communicate clearly and concisely, verbally and in writing, in English
• Must be able to keep client matters strictly confidential

BEHAVIORS REQUIRED:

• Expected to highly accurate, and identify errors in records and make corrections
• Ability to learn and adapt quickly
• A positive outlook and vision
• Must stand by the service we deliver
• Lifelong learner who enjoys improving knowledge
• Strong professionalism both in appearance and presentation
• Can work independently and with others
• Ability to work with a remote team in a remote work environment

PHYSICAL DEMANDS:

Light to moderate physical activity performing non-strenuous activities of an administrative nature to include:

• Sitting or standing for extended period of time
• Lifting up to 25 lbs.
• Working in a well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation
• Using manual dexterity sufficient to handle/reach items and works with fingers
• Using close/distance/peripheral and depth perception