Manager of Bookkeeping

Remote; San Francisco (CA); Remoto; USD 67.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid time off

Medical, dental, and vision insurance

401(k) with company match

Home office stipend

Descrizione del lavoro

Patriot Software is hiring a Manager of Bookkeeping for a remote, direct-hire role. You will lead a 7-bookkeeper team, ensure GAAP‑compliant work, and balance client portfolios while serving as the escalation point for complex issues. Requires a Bachelor’s in Accounting/Finance and 3+ years bookkeeping plus 2+ years in leadership.

Core hours are 8:00 AM–5:00 PM ET, Monday–Friday. Open to candidates in the United States; remote role with benefits and growth opportunities.

Competenze

• Bachelor’s degree in Accounting or Finance required.
• 3+ years of hands-on bookkeeping experience, including monthly closes and reconciliations.
• 2+ years of experience managing or leading a team, with coaching and accountability.
• Strong working knowledge of GAAP and USA‑based accounting, payroll, and payroll tax.
• Proven ability to review books for accuracy and to communicate findings clearly.

Mansioni

• Lead the Bookkeeping team’s day-to-day functions: workload, portfolio balance, throughput, and coverage.
• Set and enforce GAAP-based bookkeeping standards and quality controls.
• Conduct regular quality audits of client books and coach based on findings.
• Assist with client accounts: new setups, clean‑ups, and monthly book closures.
• Handle escalated customer issues professionally and provide timely resolutions.
• Report on team performance and capacity to leadership against goals.

Conoscenze

Bookkeeping

Team leadership

GAAP knowledge

Accounting software

Attention to detail

Communication

Formazione

Bachelor’s degree in Accounting or Finance

Strumenti

Accounting software

Descrizione del lavoro

Let Us Introduce Ourselves

We’re Patriot Software - a remote-first, product-led tech company on a mission to make accounting and payroll fast, simple, and affordable for millions of American businesses. With 175+ team members across the U.S. and a collaborative office hub in Canton, Ohio, we’re building software that empowers the backbone of the American economy.

What We Believe In

Creating great products starts with creating an environment where people thrive. That means connection, clarity, growth, high trust, and a culture where ideas move quickly and quality matters.

Our team lives by six core values that guide how we work, build, and serve:

• Be Customer Obsessed: We start with our customers and work backward to deliver exceptional value.

• Lead With Speed: We move fast, take smart risks, and stay ahead by acting boldly.

• Don’t Cut Corners: We own our technologies and operations to deliver a high-quality, end-to-end experience.

• Create a Better Us: We simplify, automate, spend wisely, and continuously improve.

• Follow the Golden Rule: We treat others with respect, invite feedback, and commit even when we disagree.

• Grow, Be a Leader: We expect leadership at all levels and pursue excellence as a high-accountability, high-trust team.

If this sounds like a place where you’d thrive, keep reading—your next opportunity might be here.

Summary:

• Job Title: Manager of Bookkeeping

• Job Status: Full-time

• Location: Remote

• Compensation: Salary (Exempt)

• Position Type: Direct Hire; note, this is not a contract role

• Pay Range: $67K - $80K, based on experience

• Shift: 8:00 AM - 5:00 PM ET, Monday - Friday

The Bookkeeping Manager leads Patriot's Bookkeeping team and owns the quality of every set of books the team touches. This is a player-coach role: you will carry a portfolio of client accounts while setting the standard for accurate, GAAP-compliant work, coaching a team of 7 bookkeepers, and representing the team's needs to our Accounting, Product, and Operations leaders. We look for an experienced bookkeeper who knows the difference between books that balance and books that are right, and a leader who can hold a team to that standard with clarity and care.

What You’ll Be Doing:

• Lead the Bookkeeping team’s day-to-day functions, including workload assignment, client portfolio balancing, throughput, and coverage.

• Set, document, and enforce the team’s bookkeeping quality standards in line with GAAP, and hold the team accountable to them.

• Review team members’ work through regular quality audits of client books, catching errors early and turning findings into coaching.

• Assist with client accounts, completing new account setups, clean‑up projects, and ongoing monthly book closures, including:

  • Bank account and credit card data imports

  • Journal entries

  • Account reconciliations

  • Transaction categorization

  • General ledger review and corrections

• Serve as the team’s highest point of bookkeeping escalation, using payroll, payroll tax, and accounting knowledge to resolve complex customer issues in a professional and timely manner.

• Track and report on team performance, quality, and capacity to the Head of Operations, giving a clear and honest picture of what is working, what isn’t, and the plan to fix it.

• Act as the voice of the Bookkeeping team with our Accounting, Product, and internal teams, advising on workflows, tools, and pain points when new products and features are built.

• Analyze internal processes and workflows to improve team efficiency and reduce manual work.

• Work with the Training Department to build and maintain new-hire training and continuing education content for bookkeepers.

• Provide team coaching and development through weekly 1:1s and performance check-ins.

• Interviewing and hiring new team members.

• Delivering performance evaluations and following the disciplinary process according to company policy.

• Serve as an ambassador for Patriot and the entire team by always maintaining professionalism and upholding our core values.

Please note this is a sample of what you’ll be doing. This job requires you to be able to adapt to change quickly in order to deliver an exceptional customer experience. Your duties, responsibilities, and activities may change at any time with or without notice.

What You’ll Need:

• Bachelor’s degree in Accounting or Finance.

• 3+ years of hands‑on bookkeeping experience, including monthly closes, reconciliations, and clean‑up projects.

• 2+ years of experience managing or leading a team, including coaching, performance feedback, and accountability conversations.

• Strong working knowledge of GAAP and USA‑based accounting, payroll, and payroll tax.

• A sharp eye for quality: you can review a set of books, spot what is wrong or incomplete, and explain how to fix it.

• Sound judgment to recognize when a team’s work is not meeting the standard and the confidence to act on it.

• Ability to report on team performance clearly and candidly, with data to back it up.

• Superior people skills, including verbal and written communication, with all levels of employees and customers.

• Proven ability to handle escalated customer issues and follow-ups with customers.

• Tech‑savvy (we are a software company, after all). You have to be comfortable with technology and able to pick up new software and tools quickly.

• Stays composed and solution‑focused during busy or challenging interactions, with a consistently professional and positive approach.

• Must be able to use your time wisely, stay organized, and prioritize various tasks throughout the day.

• Capacity to accept and utilize constructive criticism.

• Self‑motivated and eager to keep learning — whether it’s a product update, a new feature, or a better way to help a customer.

Work Requirements

• This role requires sitting or standing for extended periods (8+ hours) while working on a computer, including prolonged screen time, extended keyboard and mouse use, and repetitive typing.

• Home Office Setup: Candidates should have a dedicated, quiet workspace with reliable high-speed internet, a desk, and a chair. Patriot provides a home office stipend to help you set up or enhance your home office after the successful completion of your introductory period.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Location & Commitments:

• Full‑time, direct‑hire, remote role

• Open to candidates legally eligible to work in the United States

• Not open to applicants residing in: Alaska, California, Hawaii, Washington D.C.

• Core hours: 8:00 AM - 5:00 PM ET, Monday–Friday

• Some flexibility is required during busy seasons or critical “right‑now” moments

Equal Opportunity

Patriot Software is an equal opportunity employer. We make employment decisions based on qualifications, merit, and business needs. We do not discriminate against any employee or applicant on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, military or veteran status, or any other characteristic protected by federal, state, or local law.

We are committed to providing reasonable accommodations to qualified individuals with disabilities and to applicants and employees with pregnancy‑related limitations. If you need an accommodation during the application or interview process, please contact People Operations.

More Reasons to Love Patriot

Great products start with great people—which is why we invest in our team so they can do their best work. In addition to a culture that encourages innovation and ownership, our full‑time employees enjoy a comprehensive suite of benefits designed to help our team thrive inside and outside of work.

• Paid time off, inclusive of vacation and sick time

• Paid holidays

• Medical, dental, and vision insurance

• Section 125 HSA and FSA accounts

• Benefits beginning the first of the month following hire

• Company‑paid life, short‑term, and long‑term disability insurance

• 401(k) with company match

• Up‑to‑date hardware and equipment provided

• Flexible scheduling and opportunities for advancement

• Engaging and collaborative company culture

• Education reimbursement

• Home office setup stipend after introductory period

Are you ready to take the next step in your career?

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Privacy Notice
To protect the privacy of our customers and employees, please do not include sensitive Personally Identifiable Information (PII)—such as Social Security Numbers, Dates of Birth, or W-2s—when submitting your application.

Use of AI in the Hiring Process
Thank you for your interest in Patriot Software! To support a fair and efficient hiring process, we use AI-powered tools to assist with resume screening, note‑taking, and interview insights. These tools help us evaluate candidates consistently and in compliance with EEOC and all applicable laws.

AI tools do not make hiring decisions—all decisions are made by our human hiring team. All applicants are evaluated based on their qualifications, skills, and experience.

By submitting your application, you acknowledge the following:

AI Usage

• AI may analyze an applicant's video, including facial expressions, as part of assessing position fit.

• AI tools may be used during interviews for note‑taking, evaluating responses, and generating interview summaries.

On‑Camera Video Interviews

• All interviews are conducted via video with cameras on to maintain compliance and security standards.

• Patriot is a camera‑on company for all video interactions.

Photo Capture for Security

• If selected to interview, you may be asked to provide or have a photo captured.

• This photo is used only to verify that the same candidate is present throughout all interview stages.

• Photos are not shared externally, used for any other purpose, or stored after the interview process. They are securely disposed of once the process is complete.

Privacy & Data Use

• Any photos are used solely for candidate verification.

• Geolocation tools may be used only to verify your location and ensure interview integrity.

• All geolocation use is limited to security and compliance needs and follows all applicable privacy laws.