Client Manager – Senior Accountant

This is a fully remote position, open to applicants in Colorado, +4 more states.

📋 Description

• Act as the primary contact for designated clients from an interior design firm through email, phone, and Zoom interactions.

• Conduct regular monthly or quarterly meetings to review financial statements, cash flow, accounts receivable/payable, and project profitability.

• Provide guidance to designers regarding gross profit margins, markups, and net income.

• Address inquiries related to workflow and best practices concerning Studio Designer, Houzz Pro, Programa, and QuickBooks Online.

• Collaborate with clients' external CPAs, payroll providers, and software representatives.

• Facilitate kickoff and onboarding calls for new clients.

• Ensure access to accounting, banking, payroll, sales tax, and design-platform accounts.

• Conduct assessments for cleanup tasks and define scope for catch-up work.

• Supervise the mapping and setup of design platforms to QuickBooks.

• Execute and oversee the cleanup of books, reconciliations, adjusting journal entries, and corrections.

• Instruct designers and bookkeepers on accounting best practices and software usage.

• Guide bookkeepers through one-on-one sessions and monthly evaluations.

• Review call preparation reports and financial statements prior to client distribution.

• Monitor Karbon for overdue tasks, unanswered emails, and transactions that require categorization.

• Assist with Gusto payroll processes and address payroll and tax notices.

• Track billable hours and invoices, create proposals for additional work, and identify opportunities for service expansion.

• Assess client health and alert on accounts that may be at risk.

• Participate in interviewing and training team members while enhancing SOPs, Karbon templates, and client resources.

⛳️ Requirements

• Minimum of 5 years of accounting experience at a senior accountant level, preferably within an accounting or bookkeeping firm.

• Demonstrated experience in books cleanup and catch-up work, including reconciliations, adjusting journal entries, and accrual-basis adjustments.

• Experience in onboarding new clients and imparting accounting best practices to those without an accounting background.

• At least 3 years in a client-facing capacity, such as client management or account management.

• Strong proficiency in QuickBooks Online and accrual-based financial statements.

• Capability to articulate financial concepts clearly to non-accountants.

• Experience in leading or mentoring a team, preferably with remote or offshore bookkeepers.

• Highly organized and adept at managing multiple clients and deadlines simultaneously.

• Comfortable using Zoom and phone communication throughout the day.

• Bachelor's degree in accounting, business, or a related field, or equivalent professional experience.

🏝️ Benefits

• Fully remote work environment with a supportive and collaborative team.

• Health benefits.

• Paid Time Off (PTO).

• 401(k) plan.