Accounting Services Account Manager | US/Canada Only (Remote)

Overview

This role serves as the primary financial and relationship lead for a dedicated portfolio of hospitality and service-based clients. You will oversee accurate, clear, and timely financials, manage a small team of bookkeepers, and ensure month-end close and ongoing client accounting work is completed successfully.

The position is remote and full-time, working 35–40 hours per week (7–8 hours per day). Most work will be performed between 9:00 am–5:00 pm CT, and availability during business hours is required week-to-week. Full-time work elsewhere is not compatible with this role.

Responsibilities

• Manage the performance of your bookkeeping team and the financials for clients assigned to your team.
• Oversee the creation, delegation, and timely completion of client accounting tasks.
• Ensure prompt responses to client questions and concerns.
• Identify process issues or gaps in communication or accounting processes with clients.
• Drive timely delivery of monthly financial statements.
• Prepare monthly review videos of client financials.
• Manage client onboarding and training onto internal systems, processes, and procedures.
• Manage a team of up to 4 bookkeepers, providing feedback, guidance, and constructive criticism.
• Serve as the primary liaison between clients and the organization.
• Ensure internal standards and processes are followed.
• Oversee a successful month-end close for each client on your team.
• Other duties as assigned.

Requirements

• 2+ years of experience in managing 100% of a client’s financials.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience.
• 2+ years of accounting/bookkeeping experience.
• High degree of customer service, attention to detail, and ability to manage multiple tasks.
• Excellent written and verbal communication skills.
• Strong problem-solving ability, including the ability to learn new programs.
• Proficient with technology and solid computer/software knowledge, including Microsoft 365.
• Must have (or be willing to obtain) a dedicated secure internet connection (no public or open Wi-Fi networks).
• Must have a quiet, clean, and visually professional workspace suitable for video calls and client meetings.
• Ability to interact with customers through video and audio tools professionally, friendly, and reassuringly.
• Ability to work in a fast-paced environment with minimal supervision.
• Must be located in the United States or Canada.
• Travel to semi-annual in-person team retreats. Locations for in-person team meetings will vary.

Preferred Qualifications

• QuickBooks Online
• Double (fka Keeper)
• Receipt capture software (Ramp, etc.)
• Financial reporting apps
• Microsoft Teams
• Microsoft Excel
• Gusto Pro
• Remote work

Compensation & Benefits

• Starting pay: $25/hr.
• Pay increase eligibility after a successful 90-day probationary period.
• Estimated schedule: 35–40 hours per week.
• Health insurance available.
• Paid training.
• Continuing education benefits.
• Holiday pay.
• Paid time off.
• Profit share for eligible employees.
• 401(k) plan.
• Computer and IT services provided and managed.

Location

• Remote.
• Work primarily between 9:00 am–5:00 pm CT.
• Must be located in the United States or Canada.
• Semi-annual travel to in-person team retreats (locations vary).