Client Accounting Lead

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

📋 Description

• Take full responsibility for comprehensive bookkeeping and financial processes for 10–20 clients.

• Oversee invoicing, bill payment, payroll processing, monthly financial close, sales tax, and year-end preparations.

• Organize and assign tasks to the support team.

• Evaluate team performance and mentor team members.

• Respond to inquiries in a warm and clear manner.

• Serve as the main point of contact for clients.

• Address client questions and provide guidance on process enhancements.

• Analyze potential clients’ financial records to detect errors and facilitate accurate pricing for new projects.

• Develop onboarding strategies for new clients.

• Assign and oversee cleanup and onboarding tasks post-client agreement.

• Supervise cloud accounting activities across diverse clients and sectors.

⛳️ Requirements

• Minimum of 5 years of experience managing multiple clients remotely across various industries from start to finish.

• Proficiency in process implementation and enhancement, onboarding and cleanup, as well as financial reporting and analysis.

• Extensive experience in payroll management, monthly book closing, and developing processes for both cash- and accrual-basis clients.

• At least 4 years of experience with QBO, BILL, Gusto, and other popular cloud accounting applications.

• Strong knowledge of accrual accounting.

• Experience in managing complete accrual accounting processes.

• Proven ability to maintain detailed and audit-ready schedules for non-bank balance sheet accounts.

• Ability to extract data from external systems to finalize the monthly close.

• Degree in accounting or finance from a higher education institution.

• Experience at a CPA firm or in public accounting is advantageous.

• Exceptional communication skills across digital platforms.

• High attention to detail.

• Resourceful with strong problem-solving skills.

• Willingness to accept coaching and feedback.

• Excellent mentoring abilities and a desire to teach junior staff.

• Positive demeanor and joy in communication.

• Persistence and capability to gently remind colleagues to stay focused.

• Reliable home internet connection.

• A suitable environment for video and phone calls.

• Availability five days a week during standard professional hours.

• Must work on a W2 basis and log time by client and task type.

• Cannot undertake additional paid accounting or bookkeeping tasks outside of System Six.

• This position is open to US-based candidates only.

🏝️ Benefits

• A joyful work atmosphere where employees and culture are prioritized.

• Fully remote work environment with flexibility during daytime professional hours.

• Provision of work equipment.

• Health and dental insurance coverage.

• 401k matching plan.

• Paid time off (PTO).

• Family leave benefits.

• Annual in-person team gatherings.

• Opportunities for growth and internal promotions.

• Quarterly bonus structure based on a percentage of client profit generated from the book of business, ranging from $2,000-$4,000 annually.