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Client Accounting Manager

Accountix

Client Accounting Manager

Santa Barbara, CA
Full Time
Paid
  • Responsibilities

    Job Description

    _Accountix is looking for people who aren't just number crunchers.  If you have technical accounting chops, love technology, and are passionate about business - let's talk! _

    Accountix is not your grandparents' accounting firm. We're a fully remote accounting and advisory firm headquartered in Santa Barbara, California. We've created a niche in the accounting space by leveraging the latest technology the industry has to offer, but we aren't just number crunchers. Our small, cohesive team of tech-savvy problem-solvers loves what we do, and we work hard to bring that enthusiasm to our clients. If you have versatile accounting skills, a passion for technology and business, and love helping small business owners succeed, you've come to the right place.

    WHAT THE CLIENT ACCOUNTING MANAGER (CAM) POSITION IS RESPONSIBLE FOR

    • "Own" a group of clients of various industries and service level
    • Retention of their clients through spectacular customer service and support
    • Managing the quality of accounting and approving work done by CAAs (Client Accounting Associates) for their clients
    • Being responsive to their client's needs and providing timely, accurate, and relevant advice to the client regarding ongoing accounting operations
    • Delivering timely and accurate financials, perform complex accounting procedures, and manage the overall accounting process for their clients

    WHAT JOB DUTIES YOU'LL BE DOING EVERY DAY 

    • Overall day-to-day ownership of accuracy and quality of client financials and accounting systems
    • Review the quality of the work performed by the CAA on your clients 
    • Follow repeatable processes (or show us how to improve them!)
    • Coach and mentor clients and their stakeholders - explain accounting to non-accountants 
    • Answer questions and assist your clients with their requests and/or questions
    • Develop strategies, solve clients' pain points and dig into accounting puzzles
    • Maintain & review General Ledger
    • AP and AR activities like delivering reporting, approving transactions, and verifying data syncs
    • Complete and/or approve detailed revenue recognition – many times from multiple sources  
    • Perform and/or approve inventory adjustments and costing
    • Post and/or approve adjustments to produce GAAP "lite" financials
    • Prepare client reporting and complete month-end close 
    • Review and file California sales tax returns

    MINIMUM JOB REQUIREMENTS AND QUALIFICATIONS TO APPLY 

    • Bachelor's degree in Accounting or related field
    • 3+ years of accounting experience
    • 2+ years working with multiple clients 
    • 2+ years working remotely (experience with a full remote team a plus)
    • Are a US Citizen or Permanent Resident and live in the United States (no exceptions)
    • Be available during core hours of 9am to 4pm Pacific-Time 
    • Excellent written and verbal communication
    • Ability to prioritize client requests and deadlines
    • Tech curious and hunger to learn
    • Strong team player, great at juggling priorities and thrives in changing environments

    MINIMUM REQUIREMENTS FOR YOUR HOME OFFICE 

    • Quiet and dedicated workspace during core business hours (9am to 4pm Pacific-Time)
    • Professional looking background view for frequent internal and external video calls 
    • High-speed and reliable internet
    • Modern computer running the latest version of MacOS or Windows
    • At least 2 monitors 
    • Headset or headphones for video and phone calls

    WHAT WILL MAKE YOU A TOP CANDIDATE

    • Strong work experience at a Client Accounting Services firm like ours
    • QBO expert level knowledge with Advanced ProAdvisor certification
    • Deep experience with technology, data syncs, and reporting from common apps like:
      • Bill.com
      • Expensify
      • Gusto
      • Amazon Seller Central
      • POS systems like Square, Stripe, PayPal, Shopify, Toast, etc.
      • Inventory systems like Dear, Cin7, A2X, etc.
      • G Suite - Gmail, Docs, Sheets
      • Asana and/or Karbon
    • Payroll and sales tax experience
    • Inventory costing and reporting
    • Data analysis and reporting skills
    • Customer onboarding skills
    • Workflow and process improvement

    WHY JOIN OUR TEAM? 

    • We all like each other, have fun at work and care about balance
    • We support each other and celebrate each other's successes
    • We offer a complete benefits plan with health, dental, vision, disability, employee assistance and more
    • Matched 401(k) with profit sharing potential
    • Open time-off policy
    • Work anywhere there is Wi-Fi
    • We are flexible on your schedule – you just have to get stuff done and take care of your clients
    • Base salary ranges from $50,000 (CAM II) to $65,000 (CAM III)
    • Performance incentives (up to 18% of base salary) based on personal and company performance

    APPLICATION AND HIRING PROCESS

    We take the hiring process seriously have a close knit team with very ambitious growth goals.  So, our hiring process is a bit different than you may have experienced in the past. 

    Below is a brief summary of the process. If selected, you'll be given detailed instructions on each step.

    1. Submit application with a RESUME and CUSTOM COVER LETTER for this position that covers:

      1. What makes you a unique and excellent fit for this role?
      2. Highlight how you meet the requirements for this role and any areas in the top candidate section.

        

    2. About 1 in 3 applicants will be invited to take an assessment (about 30 mins to complete)

    3. A smaller group will be invited to complete a one-way video interview to answer 6 short questions (don't worry, it is fun and takes only about 15 minutes!) 

    4. An even smaller group will be invited for a series of live interviews with various members of our team (about 45-60 minutes per interview) 

    5. We will make an offer to the selected candidate

     

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