Client Accounting Manager - Team Lead

About Bookkeeper360:
Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, we’ve been a trusted partner to thousands of business owners and have earned recognition from NerdWallet, Forbes, and Entrepreneur as a top bookkeeping solution.

We’re proud to be named one of Accounting Today’s 2024 Best Firms to Work For and a Fastest Growing Company by Inc. 5000. With a 4.8-star Google rating from 1,000+ clients, we’re growing fast and expanding our team to meet demand.

Want to learn how it all started? Check out the story of our founder and CEO.

About the Role:
This position works within our Client Services Department. You will manage and oversee the quality of work of a team of accountants who own their own book of business and are responsible for our clients’ success.

What You'll Do:

• Manage a team of 6-10 accountants and ensure they are completing engagements 
• Ensure accuracy and quality control of client work
• Oversee the profitability of client engagements
• Ability to cross-sell and upsell additional service offerings to the client base
• Responsible for the training and development of team members
• Manage team workflow to meet client deadlines
• Technical lead on accounting and technology issues

How To Be Successful In This Role:

• Driven & Accountable: You take ownership, push for results, and hold yourself to a high standard. “Good enough” isn't in your vocabulary.
• People-first mindset: You collaborate with empathy, communicate with care, and support your team with humility and respect.
• Growth-oriented: You’re always looking for ways to improve yourself and your team. You love feedback, seek out challenges, and pursue continuous learning.
• Performance-focused: You thrive in a fast-paced, high-output environment and are motivated by clear goals and measurable success.
• Tech-forward: You’re comfortable working with modern tools and systems. You enjoy using technology to drive accuracy, efficiency, and innovation in accounting.

• 7-10 years of accounting experience, including 3+ years at a mid-sized CPA firm
• 3-5 years in a people management or leadership role
• Experience preparing consolidating financial statements and issuing financial reports
• Strong communication skills and a passion for helping small businesses succeed
• Proficiency with cloud-based platforms like QuickBooks Online and Xero
• Familiarity with tools like Shopify, Amazon Seller Central, A2X, Bill.com, and Gusto
• Ability to build processes, drive operational efficiency, and deliver strategic insights
• Bachelor’s degree in Accounting required (MS/MBA preferred); CPA strongly preferred
• Bonus: Experience with e-commerce, SaaS, real estate, inventory management, or internal controls

• Salary range from $110,000-$140,000/year + performance bonus
• Comprehensive benefits package including medical, dental, and vision
• 401K with employer match after the first year
• Paid parental leave for all parents (biological, adoptive, and foster)
• Fully remote work environment
• Unlimited PTO after your first year
• Company-paid holidays
• Team-building events and virtual activities
• Career development and internal promotion opportunities

At Bookkeeper360, we are committed to hiring diverse talent of different backgrounds and as such, it is important to us to provide an inclusive work environment for all. We do not discriminate on the basis of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal opportunity employer, we encourage and welcome people of all backgrounds to apply.