Bookkeeping Account Manager
New
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SMB TeamLegal Marketing
Philadelphia, Pennsylvania, United StatesFull-TimeManager
Salary60,000 - 70,000 USD per year
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Job Details
- Experience
- 4+ years
- Required Skills
- AccountingAccount ManagementQuality AssuranceBookkeeping
Requirements
- Dedication to the client experience (internal and external customers)
- Experience managing at least 20 accounts at once
- Ability to learn new technology and bookkeeping systems quickly
- 4+ years experience bookkeeping or accounting experience with a professional service firm
- High level of attention to detail
- Experience with IOLTA and lawyer trust accounting is a plus
Responsibilities
- Serve as point of contact and intermediary for our bookkeeping clients and accounting partner.
- Manage the onboarding and setup for bookkeeping clients and ensure a smooth experience.
- Oversee and facilitate communication to and from clients including answering all questions.
- Develop and maintain a quality assurance system to make sure our clients are receiving accurate books.
- Assist in the sale of this service.
- Handle client matters.
- Attend events to represent this service to our clients.
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