Bookkeeping Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the daily operations of the Bookkeeping team, which includes distributing workloads, balancing portfolios, managing throughput, and ensuring coverage.

• Establish, document, and implement bookkeeping quality standards that align with GAAP.

• Perform routine quality audits on client accounts and transform the results into coaching opportunities.

• Handle new account setups, undertake clean-up projects, and finalize monthly book closures.

• Execute bank and credit card data imports, manage journal entries, conduct account reconciliations, categorize transactions, and review and correct the general ledger.

• Act as the primary escalation point for intricate customer issues related to payroll, payroll tax, and accounting matters.

• Monitor and report on team performance, quality metrics, and capacity to the Head of Operations.

• Represent the Bookkeeping team in interactions with Accounting, Product, and other internal teams regarding workflows, tools, and challenges.

• Evaluate processes and workflows to enhance efficiency and minimize manual tasks.

• Collaborate with the Training Department to create new-hire training and ongoing education materials.

• Mentor and develop team members through regular one-on-one meetings and performance assessments.

• Participate in the recruitment and hiring process for new team members.

• Conduct performance evaluations and manage the disciplinary process as necessary.

• Maintain a professional demeanor and embody Patriot’s core values.

⛳️ Requirements

• A Bachelor’s degree in Accounting or Finance.

• Over 3 years of practical bookkeeping experience, encompassing monthly closes, reconciliations, and clean-up initiatives.

• At least 2 years of experience in managing or leading a team, which includes providing coaching, performance feedback, and accountability discussions.

• Strong understanding of GAAP and accounting principles as they apply in the USA, along with payroll and payroll tax knowledge.

• Capability to review financial records, identify discrepancies or incomplete tasks, and articulate necessary corrections.

• Good judgment and confidence to address work that falls short of standards.

• Ability to clearly and honestly report on team performance using data.

• Excellent verbal and written communication skills for interactions with employees and customers.

• Demonstrated ability to manage escalated customer issues and follow up with clients effectively.

• Comfortable with technology and adept at quickly learning new software and tools.

• Ability to maintain composure and focus on solutions during challenging situations.

• Strong organizational skills with the ability to prioritize tasks and manage time efficiently.

• Willingness to accept and apply constructive feedback.

• Self-driven and motivated to continue personal and professional growth.

• A dedicated home workspace with reliable high-speed internet, a desk, and a chair.

• Legally authorized to work in the United States.

🏝️ Benefits

• Paid time off that includes vacation and sick leave.

• Paid holidays.

• Medical, dental, and vision insurance coverage.

• Access to Section 125 HSA and FSA accounts.

• Benefits commence on the first of the month following hire.

• Company-funded life, short-term, and long-term disability insurance.

• 401(k) plan with company matching contributions.

• Provision of up-to-date hardware and equipment.

• Flexible work schedules and opportunities for career advancement.

• A dynamic and collaborative company culture.

• Education reimbursement available.

• Stipend for home office setup after the introductory period.