Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Position: Accounting Director
Primary Function:
Oversee all accounting operations—including bookkeeping, client enrollment, strategy implementation, and service delivery—while leading team performance, ensuring timely execution, and driving efficiency and cross-functional collaboration.
Reports To: Chief Operating Officer (COO)
Employment Type: Full-Time
Location: In Office Preferred (Louisville, KY)
Schedule: 40 hours per week
Compensation:
• $54,000 – $64,000 annual salary
• 401(k) with 4% company match
• Health, vision, and dental reimbursement
• Phone reimbursement
Key Performance Indicators (KPIs):
• 100% of Deliverables Completed & Sent: All client deliverables (e.g., financial statements, reports, reconciliations) are completed and delivered on time.
• 100% of New Clients Enrolled Within 2 Weeks: If client delays occur, the Director ensures escalation or offboarding procedures are followed correctly.
• 100% of Client Tax Strategies Implemented: All client tax strategies are successfully implemented and documented.
• All Clients Responded to Within 48 Hours: Maintain excellent communication response standards.
Responsibilities:
Service Management:
• Oversee all client services, including bookkeeping, onboarding, and tax strategy execution.
• Ensure accuracy, timeliness, and quality in all deliverables.
• Coordinate with Strategic Account Reps (SARs) and Bookkeepers to manage communication and workflow.
• Use tools like the CRM to maintain organized, efficient processes.
Client Services Oversight:
• Manage the delivery and invoicing of additional paid client services.
• Supervise SARs and ensure accurate delegation and follow-through.
Team Leadership:
• Lead hiring, firing, performance reviews, and team development.
• Facilitate and delegate department meetings as needed.
• Provide training and mentorship to accounting team members.
Cross-Department Collaboration:
• Attend weekly Power Meetings with the COO and Rise Meetings with other Directors.
• Participate in quarterly performance reviews (preferably in person).
• Serve as the main point of contact between Sales and Accounting for escalations and scope changes.
• Work closely with the Tax & Strategy Director to ensure smooth handoffs and consistent client service.
Efficiency & Profitability:
• Leverage technology, AI, and team resources to drive efficiency and profitability.
• Regularly evaluate and improve operational processes.
Processes You’ll Manage:
• Bookkeeping
• AMA (Ask My Accountant) Check-Ins
• LLC Setup & Registration
• EIN Setup
• Payroll / ADP
• Monthly Invoicing
• Client Enrollment (Bookkeeping)
Note: Additional processes may be added as needed.
Required Qualifications:
• 5+ years of experience in accounting or bookkeeping, including 2+ years in a management or supervisory role
• Proficiency in QuickBooks Online and QuickBooks Desktop
• Experience with real estate bookkeeping, including managing property financials, rental income, and expense tracking
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines
• Exceptional communication and leadership abilities
• Experience using CRMs and workflow management tools (e.g., ClickUp, Monday.com, or similar)
Preferred Qualifications:
• Experience in a fast-paced, remote team environment
• Familiarity with tax strategy for small business owners and real estate investors
• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
• Experience implementing automation and efficiency tools within accounting teams