Overview
- Job Title: Manager of Bookkeeping
- Employment Type: Full-time, direct hire (not a contract role)
- Location: Remote
- Compensation: Salary (Exempt), $67K – $80K based on experience
- Shift / Core Hours: 8:00 AM – 5:00 PM ET, Monday–Friday
This player-coach role leads a bookkeeping team and ensures the quality of client books through GAAP-compliant work. The manager also maintains a portfolio of client accounts, coaches a team of 7 bookkeepers, and partners with Accounting, Product, and Operations leadership.
Responsibilities
- Lead the bookkeeping team’s day-to-day functions, including workload assignment, client portfolio balancing, throughput, and coverage.
- Set, document, and enforce team bookkeeping quality standards aligned with GAAP, holding team members accountable to those standards.
- Review team members’ work through regular quality audits of client books, identify errors early, and convert findings into coaching.
- Support client accounts by performing 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.
- Act as the voice of the Bookkeeping team with Accounting, Product, and internal teams by advising on workflows, tools, and pain points for new products and features.
- Analyze internal processes and workflows to improve efficiency and reduce manual work.
- Partner with Training to build and maintain new-hire training and continuing education content for bookkeepers.
- Provide coaching and development through weekly 1:1s and performance check-ins.
- Interview and hire new team members.
- Deliver performance evaluations and follow the disciplinary process according to company policy.
- Maintain professionalism and uphold core values while representing the team.
Requirements
- 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.
- Strong quality control skills: ability to review books, identify what is wrong or incomplete, and explain how to fix it.
- Sound judgment to recognize when work is not meeting standards and confidence to address it.
- Ability to report on team performance clearly and candidly with supporting data.
- Superior verbal and written communication skills with employees and customers.
- Proven ability to handle escalated customer issues and follow-ups.
- Tech-savvy: comfortable learning and using new software and tools.
- Ability to stay composed and solution-focused during busy or challenging interactions.
- Ability to manage time effectively, stay organized, and prioritize multiple tasks.
- Ability to accept and use constructive criticism.
- Self-motivated and eager to keep learning.
Compensation & Benefits
- Salary: $67K – $80K (Exempt), based on experience
- Paid time off (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
- Education reimbursement
- Home office setup stipend after the introductory period
Location & Work Conditions
- 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 required during busy seasons or critical “right-now” moments
Physical Requirements
- Ability to sit or stand 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: dedicated, quiet workspace with reliable high-speed internet, a desk, and a chair.
Equal Opportunity
The employer is an equal opportunity employer and makes employment decisions based on qualifications, merit, and business needs. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Preferred Qualifications
No preferred qualifications were listed in the provided description.