Our client, a fully remote Firm, is trying to build one of the best places to work in cloud-accounting. They are a fast growing, modern, 100% remote organization delivering bookkeeping, payroll, bill-pay, invoicing and sales tax filing services to hundreds of customers nationwide.
They're actively seeking their next Cloud Accounting Lead (internally referred to as a Client Lead), a joyful and driven team member who executes and oversees a full suite of cloud accounting tasks across a variety of clients and industries.
This position is available for US based individuals seeking between 35-40 hours of work, allowing you to balance other important parts of your life with an exciting, fulfilling career.
So what are we looking for in an ideal candidate?
- Multi-client cloud accounting experience. You've remotely managed multiple large clients in multiple industries from end to end including process improvement, onboarding and clean-up. You've had over 3 years experience running payroll, closing monthly books, and creating processes for cash and accrual-basis clients. 2+ years in QBO, Bill.com Gusto, etc.
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Strong accrual knowledge. You've managed clients with full accrual accounting processes and have maintained detailed and audit-ready schedules for non-bank balance sheet accounts and have worked with clients that have to pull in data from external systems to complete the monthly close.
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Higher-education accounting degree. Experience at a CPA firm or public accounting experience is a plus
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Excellent communication skills across digital channels and an innate desire to build relationships
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Keen attention to detail and a passion for bringing the same out of others
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Resourcefulness as an excellent problem solver who also knows when to ask for help
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Humility and openness to coaching and critiques; always seeking to improve
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Excellent coaching skills and a desire to empathetically teach and mentor junior staff
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Joy and a positive attitude in all communications internally and externally
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Persistence and an ability to politely remind others to stay on track
What does the day to day look like for this role?
- You are responsible for the overall care of end-to-end bookkeeping and finance processes (invoicing, bill-pay, payroll processing, monthly close, sales tax, year-end prep, etc) for 10-20 clients.
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You work with support team on all aspects of service delivery by scheduling and delegating tasks, reviewing work, and coaching and answering questions warmly and clearly.
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You act as primary client contact, answering questions with joy and advising as needed to suggest process improvements.
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You review the books of potential clients to see what errors need fixing and to help sales in accurate pricing of new engagements along with crafting a plan to onboard new clients into our systems. When potential clients sign, you delegate and manage the necessary clean-up and onboarding work.
Importantly, here's what's in it for you:
- A joyful work environment where employees and culture are paramount. We understand that we are all human and we want your success in your professional life to enhance your personal life
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A 100% remote environment. We've been remote for 10+ years and are set up for you to succeed remotely while working with flexibility during daytime professional hours
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Strong compensation. We strive to pay at the top of our industry, including a strong hourly base rate (starting at $30 to $33/hour) and additional quarterly profit sharing
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Competitive benefits. We provide all of your work equipment, health and dental insurance, 401k matching, PTO, family leave, annual in-person gatherings and many other leading benefits
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Growth opportunities. We are a fast growing company on a multi-decade journey of evolution. We relish promoting from within, and will support you in your efforts to grow with the Company