Accounting Manager - Supervisor

Accounting Manager (AM)

Full Time | Remote | Supervisory

Company Overview

At Plumb, we focus on the numbers so our clients can focus on growing their business- helping them save time and gain clarity while remaining in control.

Plumb has two main sides to our business, Corporate Accounting/Software services (ThinkPlumb.com), and Family Office Accounting/Bill Pay services (PlumbBillPay.com). We have been in business since 1996 and have 80+ employees, providing premier family accounting and bill pay services to ultra-high net worth (UHNW) families and family offices nationwide.

Our 13 Principles (https://www.thinkplumb.com/about/) are at the core of who we are and continuously strive to be. Whowe are (as individuals and members of the Plumb community) is consistently reflected in what we do. If you embrace a similar mindset, we encourage you to read on.

Job Description – Essential Functions/Core

At Plumb, our Accounting Managers are resourceful problem solvers and strategic, business-minded professionals who thrive in a fast-paced working environment. AMs are detail-oriented, problem solvers that are calm under pressure, adjust to evolving client needs, and find solutions to clients’ needs and concerns.Specific examples of a typical day/week are as follows:

• Client Management – Understand the metrics of a successful, engaged team that works efficiently and effectively to provide services to our clients.
  • Consult all assigned clients for budgets, forecasts, and broader knowledge of financial operations.
  • Review and analyze Client’s Monthly Financial Reports, Budgets, Tax Organizers, and special projects for accuracy with expediency. Ensure Bill Pay Review and Approvals adhere to internal controls and processes.
  • Proactively identify client needs ensuring client expectations are exceeded on a consistent basis. Conduct on-going process improvement and appropriate follow-up activities to guarantee issue resolution.
• Team Leadership – Make sure your team is trained, knowledgeable, efficient, and providing the best customer service to your client base.
  • Prioritize team workload through tasks, keeping utilization metrics consistent with goals.
  • Provide mentorship, technical training, and individualized support to your team of client associates. Ensure clear expectations for performance are set and met, regarding client expectations, accounting functions, and client service and other duties as described.
• Resource Management – Manage expectations through detailed project management.
  • Review and analyze Client’s Monthly Financial Reports, Budgets, Tax Organizers and special projects for accuracy in a timely manner.
  • From onboarding new clients to ensuring issues are resolved with urgency, AMs are experts at seeing beyond the numbers, providing information and solutions to the client in a concise and professional manner.

Job Description – Future/Bigger Picture

AMs are experts at balancing detailed projects and tight deadlines. AMs analyze challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows:

• Business Minded- Understand how to evaluate processes, how to shift gears, find solutions to challenges, and ensure profitability. Within the first 6 months, lead and manage at minimum 10-15 client relationships at one time while supporting staff accountants. Be highly utilized, billing at 80% or higher to clients.
• From Staff Accountant to Manager- Organization, prioritization, and delegation are key components of this role, but it is also critical that you can support and coach your team. Be willing to lead the team with respect, transparent communication, and clear expectations.
• Process Improvement – Develop and improve current policies and procedures to ensure the team is motivated, fully utilized, and maintaining efficiencies and productivity.
• Manage Expectations- Be able to customize the client experience to meet their specific goals and needs. Ensure division financial objectives are met or exceeded by forecasting requirements, project management/resource allocation, analyzing profitability reports, analyze WIP reports, custom collections, etc.
• Think Plumb- Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations. Model Plumb Principles in action to your team.

Software Skills

The following software systems are used frequently, and experience is preferred:

• QuickBooks Desktop
• QuickBooks Online
• Sage Intacct

Skillsets and Recommended Requirements

We are looking for a candidate who can develop strong client relationships through proactive communication, thorough financial analysis, and by identifying potential obstacles and possible solutions. Here are the primary skillsets and characteristics a successful candidate will possess:

• Bachelor’s Degree in Accounting or Finance preferred.
• 3+ years’ experience as an Accounting Manager, 2+ years’ experience coaching and supervising a team of 1-3 members minimum.
• Organized, detail-oriented, and ability to ensure tasks are completed on time.
• Very good communication skills (written and verbal) and presentation skills.
• Strong experience reviewing the work of accountants.
• Experience working remotely and tracking time.
• 2+ years’ experience interacting with executive teams or business owners is preferred.
• Family Office Accounting Industry experience preferred, including: K-1 reconciliations, bank reconciliations, brokerage reconciliations, financial reporting and analysis, private equity tracking, annual tax organizer, analyzing WIP reports, etc.
• Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel.