Senior Accountant & Client Relationship Manager At Accounting Company

Are you:

• A world-class accountant?
• Great at building personal relationships?
• Experienced in managing bookkeeping for small businesses?
• Interested in joining a growing, dynamic startup?

If so, this opportunity is for you!

BooksTime is looking for an exceptional accountant to join our small but growing team as an Accounting Supervisor & Relationship Manager. This role is 100% remote!

In this role, you will not be doing basic bookkeeping yourself. See below for a list of this role's responsibilities.

Note: Skills assessments and a cover letter are required. For your application to be considered you MUST submit a cover letter and both skills assessments in addition to your resume. Please provide a brief cover letter that answers the following 2 questions: (1) What would your ideal job look like? (2) What do you think will be most challenging about this role based on the description?

Who We Are:

BooksTime is an ambitious, innovative accounting & bookkeeping startup with operations in 3 countries. BooksTime was founded in 2016 and we've been growing fast. For more information, check out our website: bookstime.com.

Please note that we don't provide tax or assurance services.

What You'll Do:

As Accounting Supervisor & Relationship Manager, you'll:

• Set up services for new clients: When a new client signs up, you'll talk with them and review their books in order to understand their needs. Then, you'll propose a scope of services that would be most suitable for them (the sales team will help present this to the client). Once the client confirms the proposed scope, it is your job to come up with a detailed plan regarding how we will implement those services. A set of international bookkeepers will be assigned to each client. You will help them get started on the services for each new client, while coordinating communication between all people involved. Throughout this process, your goal is to build a personal relationship with the client, and to manage their expectations effectively.
• Supervise services for a portfolio of clients: You will supervise an international team of bookkeepers to ensure each client's needs are met on an ongoing basis. You may be called on to help the bookkeepers with any requests that go beyond their abilities.
• Manage communication with clients: For some clients, you will serve as the primary point of contact, even after the initial setup phase is over. In these cases, the international bookkeeping team will still handle all of the bookkeeping work. However, you will handle some of the communication with the client. Sometimes, this is as simple as answering a few questions here and there, and forwarding a few monthly reports. However, if a client does not have any in-house help, you may help fill gaps for them.
• Additionally, you may occasionally be asked to help with related work in other areas of the business. We're a fast-growing startup, so from time to time we ask everyone to help with projects beyond their normal range of responsibilities. This could be anything from researching software options to developing a customer service training program for our front-line bookkeeping staff.

We're Looking for Someone Who Is:

• Experienced. We need an accountant who has handled the accounting for multiple different small businesses and/or non-profits (either working within the organization or in an accounting/bookkeeping firm). The ideal candidate has had titles like: CFO, VP of Finance, Director of Accounting, Finance Manager, Controller, Full Charge Bookkeeper, Senior Accountant, etc. Management experience is very valuable for this role. However, candidates must also have experience working directly in QuickBooks (not just supervising someone who does).
• Knowledgeable. You must have an excellent understanding of accounting & bookkeeping best practices. The ideal candidate has a degree in accounting or a closely related field such as finance, business or economics, though this isn't strictly required. Being a CPA is a plus, but not required. Being a ProAdvisor is also a plus, but not required.
• Highly organized. This role is a high-speed juggling act. You need to juggle multiple clients with different services and coordinate the work of a diverse team of bookkeepers. This requires exceptional organizational, time management, and project management skills.
• Great at building strong, personal relationships. You are the primary contact for a set of clients. It is important that you establish a personal rapport with the clients. More than just a bookkeeper, the goal in this position is to become a trusted advisor to each client. This takes relationship-building skills and a friendly, outgoing attitude.
• Detail-oriented. Clients judge us by our accuracy and precision. The ideal candidate hates making mistakes and is extremely detail-oriented.
• A great communicator. As the face of BooksTime to the client, you should have excellent professional communication skills. You will need to be perfectly fluent in English (both written and spoken).
• Tech-savvy. You will need to be adept with computers and good at figuring out new systems and tools. Excel expertise is preferred. QuickBooks Online and/or Desktop experience is required. Experience with other accounting software, such as FreshBooks, Xero, Intacct, or NetSuite, is not required but would be an added benefit.
• An adaptable, fast learner. Every client is unique in their use of software platforms, processes, requirements, etc., so each new client is a learning experience. We need someone who feels very comfortable diving in and figuring things out independently (though there will always be people who can help!). If you are happiest maintaining a well-established process that someone else designed, this is NOT the ideal role for you. If you love looking for creative solutions to new problems all the time, you could be a perfect fit!

Why Join BooksTime:

• Make History. Our startup is still fairly small, but we have big plans to disrupt the accounting and bookkeeping industry. This is a great opportunity to get in early at a startup that, we believe, is on its way to becoming an industry leader.
• Do Work That Matters. The projects you will be working on will be critical to the success of the company and our clients.
• Flexible Hours. We work at all hours, so we can design a schedule that works for you. Both part time and full time roles are available. Please note, while this is a highly flexible role, availability during business hours is required and some availability in the mornings is also needed.*
• Growth Opportunities. BooksTime is rapidly expanding and there will be a need for individuals in more high-level positions (e.g., Managers and Team Leads). We are advocates of promoting within the organization rather than seeking this level of expertise outside the organization. It is very likely someone in this role could be promoted into one of these high-level positions.
• Work That Stays Fresh. You will have a diverse portfolio of 10-30 clients (depending on their size) in a broad range of industries, using a variety of different software and all with different goals and personality types. There will always be ample opportunities to learn new things. Plus, given the pace of change at our growing startup, we can pretty much guarantee that you will never be bored.
• Constant Improvement. One of our core values at BooksTime is Constant Improvement. It applies to everything we do. We are always pushing to do better, from thinking of new ways to "wow" our clients to discovering opportunities to make internal processes more efficient. Our goal is to become the #1 bookkeeping firm in the country -- and our relentless focus on Constant Improvement is what will get us there. Every member of our team plays a role, and you will have an especially big role to play in this position. We can't wait to hear your ideas about how we can do better. If you're looking for a role that gives you ample opportunity to make a big impact -- you've found it!
• Friendly and Supportive Work Environment. We may be biased, but our team is the best! We promote a healthy work/life balance and everyone on the team is friendly, supportive and always willing to lend a helping hand. Internal, anonymous surveys are sent frequently, and the results are consistently positive. You won’t regret becoming a part of our team.

Other Details:

Time Zones - IMPORTANT: You will need to work in Central or Eastern Time business hours. You will need to be able to communicate with our European team for 2-3 hours per day (and they leave the office around 11am or noon Eastern Time) as well as with our clients, who are all in the US.

Job Types: Full-time & Part-time available.

Full-Time/Part-Time: Full-time preferred. For part-time, a minimum of 25-30 hours per week would be required.

Salary Range: $27.00 - $39.00 per hour depending on education and experience

QSEHRA health reimbursements are also available for all eligible employees.

COVID-19 considerations:
This position is, and always will be, completely remote.

Job Types: Full-time, Part-time

Pay: $27.00 - $39.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Professional development assistance
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
Completely Remote

Application Question(s):

• How many years of Accounting experience do you have?
• How many years of managing multiple clients experience do you have?
• How many years of Quickbooks experience do you have?
• Do you speak English?
• This question was written by the employer. You can report inappropriate questions to Indeed by exiting this application and clicking the blue "Report Job" job link below the job description. "We have asked for a cover letter included. We also have asked that you include the scores of your Indeed "bookkeeping" and "principles of accounting" skills assessments. We are reminding you now. Have you done this, if not, why?"

Experience:

• GAAP: 5 years (Required)

License/Certification:

• CPA (Preferred)

Work Location: In person