Bookkeeping Manager

Key Responsibilities:

• Supervise, mentor, and develop a team of bookkeepers, providing guidance, training, and performance feedback.
• Oversee the day-to-day bookkeeping operations for a diverse client base, ensuring timely and accurate completion of tasks such as accounts payable, customer invoicing, bank reconciliations, and compliance filings (1099s, payroll, sales tax).
• Manage task lists, deadlines, and workflow for the bookkeeping team, ensuring efficient allocation of resources and adherence to firm and client timelines.
• Onboard new clients, including assessing their bookkeeping needs, setting up systems and processes, and educating clients on best practices.
• Review and ensure the accuracy and completeness of client general ledger records prior to tax return preparation.
• Serve as a primary point of contact for clients, explaining financial concepts in clear, client-friendly language and providing proactive solutions to bookkeeping challenges.
• Identify and resolve discrepancies in client records, recommending process improvements and workflow enhancements.
• Maintain up-to-date knowledge of relevant tax compliance requirements and accounting standards.
• Foster a collaborative, inclusive, and client-focused team culture.

Required Skills & Qualifications:

• 7+ years of progressive bookkeeping experience, including supervisory or management responsibilities.
• Advanced proficiency with QuickBooks and Intacct (Sage Intacct); experience with NetSuite, MRI, and other accounting systems is a plus.
• Strong understanding of both accrual and cash basis accounting.
• Demonstrated ability to manage multiple priorities, deadlines, and client relationships.
• Excellent written and verbal communication skills, with the ability to explain complex financial information to non-accountants.
• Intermediate to advanced Microsoft Excel skills; experience with cloud-based accounting platforms and integrations.
• Strong attention to detail, analytical skills, and commitment to data integrity.
• Experience onboarding clients and implementing new bookkeeping processes.
• Commitment to maintaining client confidentiality and data security.
• Proactive, adaptable, and solutions-oriented mindset.
• Commitment to diversity, equity, and inclusion in the workplace.

Preferred Qualifications:

• ProAdvisor certification in QuickBooks or Intacct.
• Experience working in a public accounting firm or supporting tax compliance.
• Bachelor’s degree in Accounting, Finance, or related field.
• CPA or progress toward CPA is a plus.

What We Offer:

• Opportunity to lead a dynamic team and make a direct impact on client success.
• Support for professional development, including software certifications and CPA licensure.
• Flexible work locations and schedules.
• A collaborative, inclusive, and entrepreneurial firm culture.
• Competitive salary and benefits.