Client Service Lead / Senior Accountant

We're currently seeking a skilled Client Service Lead to join our growing team!

The primary role of this position is to serve various industries through our Bookkeeping and Accounting Services.

If you're hard-working and dedicated to building your career, KeepingCount is a perfect match that offers you a career with both purpose and opportunity.

Your Role:

As Client Service Lead you have two primary responsibilities:

• You are the key relationship manager maintaining and building client relationships while serving as their trusted accounting advisor. You are instrumental in helping clients understand their financial numbers to drive strategic business decisions;
• You guide a talented team of Accounting Managers and Technicians to ensure quality work on the monthly financial close process and other inventory accounting activities. You act as a subject matter expert for the accounting team when challenges arise in the accounting process and mentor junior team members to grow their accounting skill-set.

Job Responsibilities:

This role provides an excellent opportunity for an experienced managerial accountant who is seeking to have a bigger impact on small and mid-sized businesses and serves as a subject matter expert to their clients. They are passionate about seeing their clients succeed while enjoying a flexible work environment with strong mentorship, training, and support.

Additional responsibilities include:

• Lead a team of Accounting Managers and Staff to provide monthly, quarterly, and year-end financial close and reporting to our small and mid-sized business clients
• Use GAAP principles to monitor compliance, accounting policies and procedures
• Work with our cross functional team in cleanup projects, implementation, and accounting process development
• Be a subject matter expert, leading the financial reviews to ensure that the team delivers a high quality work product
• Coach and mentor junior accounting staff
• Leverage your position as a trusted advisor to the client to identify and utilize technologies to improve internal and clients’ accounting processes

Skills and Qualifications:

• Bachelor’s degree in Finance or Accounting
• 7+ years of full cycle accounting experience
• 2+ years in team leadership/ mentoring
• Extensive QuickBooks experience, including 3rd party apps (Shopify, A2X, etc.)
• Impeccable verbal and written communication skills
• Proactive with strong project management and execution experience
• Thrives on solving problems and has a growth mindset
• Must be team orientated and enjoys helping teammates grow
• Enthusiastic in learning new technology
• Proficient with Microsoft Office software, especially Excel

Preferred Qualifications:

• Public accounting or advisory experience is a strong plus
• Experience supporting small and medium sized companies in the consumer goods industry and in-house accounting experience

Competitive Salary: DOE

Benefits:

• Many internal promotion opportunities
• Remote role with flexible work schedule

About Us:

The KeepingCount group of companies provides accounting, bookkeeping, tax advisory, and CFO services to businesses in a variety of industry verticals such as real estate, life sciences, e-commerce, and more. We understand the uniqueness of these industries and work with our clients to help create the perfect scope to meet your needs. KeepingCount takes care of all financial and regulatory details so that you, the industry professional, can stay focused on your goals.

Why Join Our Team?

We know that you have many employment opportunities, however, few can match the unique and rewarding career that KeepingCount offers. We are committed to providing you the following:

• Clear Career Development & Opportunity – We love to promote from within.
• Culture, Comradery, & Community – We believe that work can and should be fun.
• Mission-Driven Values, Meaningful Work – We truly believe in our core values – Conscientious, Gracious, and Discipline – they are what guide us as a company.
• Work/Life Harmony – We are proud to offer flexible work schedules and a work from home opportunity.
• Global Team Experience – We work closely with our international team members who all share our same passion for serving our clients in bookkeeping, accounting, and tax services.

Job Type: Full-time

Benefits:

• 401(k) 3% Match
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Accounting: 7 years (Required)
• Leadership: 2 years (Required)

Work Location: Remote