Overview
This role works within the 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 clients’ success.
Responsibilities
- Manage a team of 3–5 accountants and ensure they complete engagements
- Ensure accuracy and quality control of client work
- Oversee the profitability of client engagements
- 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
- Serve as the technical lead on accounting and technology issues
Requirements
- 7–10 years of accounting experience, including 3+ years at a mid-sized CPA firm
- 3–5 years of people management or leadership experience
- Experience preparing and 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
Preferred Qualifications
- Bonus: Experience with e-commerce, SaaS, real estate, inventory management, or internal controls
Compensation & Benefits
- Salary range: $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
Location
Fully remote