CLIENT WORK & QUALITY CONTROL

• Own client outcomes and ensure a high level of client satisfaction.
• Perform additional reviews on select accounts for compliance and accuracy.
• Step in on complex accounts to assist with accounting and tax-related challenges.
• Provide advanced tax preparation and tax strategy services.
• Resolve escalated client issues with professionalism and efficiency.

QUALIFICATIONS

• 5+ years experience in bookkeeping, accounting, or financial management.
• Proven experience with tax preparation and tax strategy (business and individual).
• 2+ years experience in a leadership or management role.
• Proficiency in QuickBooks Desktop/Online.
• Strong leadership, communication, and problem-solving skills.
• Organized, detail-oriented, and proactive in driving results.

ABOUT THE ROLE

We’re looking for an experienced Accounting Manager to lead our Accounting Department and partner with the owner on strategy and growth. This role is about owning the outcomes — ensuring client satisfaction, maintaining the highest quality of accounting work, and supporting a strong, collaborative team.
You’ll oversee a team of Bookkeepers, Tax Pros, and a CFO, while also using your own expertise in tax preparation and tax strategy to guide client work and support advanced planning. The right candidate is a natural leader, highly detail-oriented, and comfortable balancing hands-on reviews with high-level strategy.

KEY RESPONSIBILITIESTEAM LEADERSHIP & OVERSIGHT

• Lead and support the Accounting Department team (Bookkeepers, Tax Pros, and CFO).
• Provide ongoing training, coaching, and mentorship.
• Ensure client work is delivered accurately, on time, and to the highest standard.
• Promote a client-first, collaborative team culture.