Account Manager

Job Summary:
We are seeking a highly motivated and experienced Account Manager to join our team. As an Account Manager, you will be responsible for managing and growing a portfolio of clients. The ideal candidate is detail-oriented, has good communication skills, and can effectively manage a team of bookkeepers. We need someone who is proactive, takes initiative, and can meet deadlines consistently. If this is you, keep reading!

About Thrive Bookkeeping:

- Thrive Bookkeeping serves the Real Estate industry including landlords, property managers, and other real estate professionals. We are completely virtual, allowing for flexibility!

- We are extremely family-oriented and it is important to us that our team loves their job but also has time for play.

- We are positioned for a lot of growth in the next few years. Future opportunities are vast for a team member that is passionate and motivated to do their best.

Duties:
- Assist in conducting periodic reviews of financial transactions to identify and resolve discrepancies

- Assist in the preparation of financial reports, such as income statements, balance sheets, and cash flow statements

- Act as a point of contact for clients, addressing inquiries and maintaining professional communication

- Assist in managing client expectations and ensure a high level of client satisfaction

- Delegate tasks to bookkeepers and oversee completion of tasks

- Execute high-level bookkeeping entries and time-sensitive tasks

- Oversee month-end and year-end closing procedures, ensuring all necessary adjustments are made for accurate financial reporting

- Monitor and verify that all bookkeeping activities adhere to relevant accounting standards and regulations

- Implement quality control measures to review financial records for accuracy and completeness

- Supervise and support our Junior and Senior Bookkeepers

- Execute New Client Onboarding and Cleanup Projects

- Include the subject line "I'm ready to Thrive!" in your video response email

- Conduct performance evaluations and provide constructive feedback to team members

- Provide updates, address concerns, and gather feedback from clients

- Attend meetings with clients via Zoom and phone

- Analyze client financial data to identify areas for cost reduction and increased profitability

- Prepare and present comprehensive financial reports to clients, highlighting key performance indicators and financial trends

- Identify inefficiencies in bookkeeping processes and propose and implement solutions

- Streamline workflows to optimize efficiency and accuracy in bookkeeping operations

- Keep detailed and organized records of client interactions, agreements, and project milestones

Requirements:
- High level of experience in the real estate investing industry and real estate bookkeeping

- Experience managing other bookkeepers

- Expertise in QuickBooks Online

- Familiarity with Keeper software

- Proficiency with Excel/Google Sheets

- Attention to detail and ability to catch mistakes

- Timeliness and ability to meet deadlines consistently

- Ability to work independently and take initiative

- Excellent communication skills

- Must have 4 hours and/or 2 days blocked out each week on calendar for client calls

- Quiet workspace to take client calls

- Personal laptop/computer with webcam and reliable, secure internet connection

- Long-term commitment, not looking to start their own business in the next two years

Perks of the Job:

✨ Continuing education opportunities

✨ Long-term employment with potential for growth

✨ Opportunity to work in the real estate investing industry

✨ Flexible, work from home schedule

✨ Quarterly bonus opportunities

If you are a timely, detail-oriented, and proactive individual with experience in real estate bookkeeping and managing other bookkeepers, and you're looking for a long-term commitment in the real estate investing industry, then this is the perfect opportunity for you to thrive! Here's how to throw your hat into the ring:

• Send us an email at haley@thrivebookkeepingllc.com with a 3 minute loom video answering the following questions:

✨ Your name and something fun about yourself

✨ What makes you a good fit for this position

✨ Why are you excited about applying for this position

✨ Any notable skills you bring to this position

✨ What you hourly pay requirements are

Fill out the application at https://forms.gle/6eHS3oYm2sHiLYH39

Job Type: Part-time

Pay: From $30.00 per hour

Expected hours: 10 – 20 per week

Benefits:

• Flexible schedule
• Professional development assistance
• Referral program

Experience level:

• 3 years

Schedule:

• 4 hour shift
• Choose your own hours
• No nights
• No weekends

Supplemental pay types:

• Bonus opportunities
• Commission pay
• Performance bonus
• Quarterly bonus

Travel requirement:

• No travel

Work Location: Remote