Accounting Manager

Overview

Location: (Remote) Residing in the U.S. with ability to travel to Dallas for quarterly meetings.

Summary: The Accounting Manager is responsible for the overall financial management of assigned clients.

Required Professional Qualities

• Exceptional organization skills – able to manage multiple priorities with a calm and professional demeanor.


• Ability to work independently – understand what needs to be done and complete the task expeditiously.


• Well-developed communication skills – able to communicate clearly and effectively through multiple modes.


• Demonstrated ability to manage the administrative details supporting team effectiveness.

Education and Experience

• Minimum of Bachelor’s degree preferred in Business or closely related field.


• In-depth knowledge of Quickbooks Online.

Essential Job Functions

• Identification of month end close processes needed for new clients.


• Creation of COA for specific client needs and direct changes needed with staff accountant.


• Identification of required filings for client (including federal, state and local income, sales tax, and other requirements).


• Lead filings for payroll and sales tax as specified by the client.


• Restoration of prior period financials, as necessary working with manager and staff.


• Review monthly reconciliations to create financial statements and share with clients.


• Process payroll and coordinate monthly, quarterly and annual filings with clients.


• Support accounts payable functions with clients ensuring 1099 compliance.


• Lead the process for clients and staff in identifying process improvements for greater financial transparency (examples, chart of accounts, multi-year/month reconciliation, new legal entity set-up).


• Be forward focused in recommendations to clients seeking their best interest.


• Sales tax administration as needed.


• Provide feedback to staff accountants.


• Timely, well thought out responses to client questions (We have a mandatory 24 hour response time).


• Attend weekly team meetings and check communications daily.


• Track progress towards task in ClickUp and meet agreed upon deadlines.

Work Environment / Physical Requirements

The work environment is typical of a clinical office setting. The employee must be able to:

• Sustain prolonged periods standing.


• Must be able to lift up to 15 pounds at times.


• Must have the ability to see up close with or without vision correction.


• Must possess the ability to communicate and comprehend information.


• Must possess the ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.

Additional Duties / Responsibilities

This job description is not intended to cover or contain a comprehensive listing of activities, duties or responsibilities that may be required in the course of active participation in the mission of the organization. Other duties and responsibilities may be assigned to this role, with or without notice. It is expected that the person in this role will accept other duties as assigned throughout the course of employment.

Seniority level

• Director

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Human Resources Services