Accounting Team Manager

8+ years of experience in bookkeeping/accounting; multi-client experience strongly preferred Strong working knowledge of QuickBooks Online and other cloud-based tools Prior experience coaching or managing accounting professionals Deep understanding of financial reporting workflows and accounting operations Ability to drive accountability, performance, and process improvement Excellent organizational and communication skills A proactive, tech-forward mindset and a collaborative approach to leadership

Provide mentorship and support to a small team of accountants/bookkeepers. Offer direct, constructive feedback and encourage professional growth. Lead regular performance check-ins and ensure team members meet KPIs and standards. Foster a positive, accountable environment. Support and track promotions and professional growth within the pod. Directly manage a portion of clients, ensuring service quality and building trusted relationships. Oversee and contribute to financial account activity. Regularly discuss financial results and advise on improvements. Partner with specialists and associates to delegate appropriately and maintain quality standards. Ensure timely, accurate services for all clients in your pod. Proactively manage communications and maintain long-term, high-satisfaction partnerships. Monitor pricing, scope, and workflow efficiency. Raise concerns and discuss scope adjustments with leadership at least quarterly. Maintain a client retention rate of 98% or higher for your assigned clients.