Client Manager – Senior Accountant
New
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Logistis for DesignersAccounting and bookkeeping
Texas, United States. Florida, United States. Tennessee, United States. Utah, United States. Colorado, United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 5+ years of accounting experience at a senior accountant level; 3+ years in a client-facing role
- Required Skills
- Accounting
Requirements
- Have 5+ years of accounting experience at a senior accountant level, ideally at an accounting or bookkeeping firm.
- Have proven experience with books cleanup and catch-up work, including reconciliations, adjusting journal entries, and accrual-basis corrections.
- Have experience onboarding new clients and teaching accounting best practices to people who are not accountants.
- Have 3+ years of experience in a client-facing role, such as client management or account management.
- Have strong working knowledge of QuickBooks Online and accrual-based financial statements.
- Have experience leading or mentoring a team, ideally remote or offshore bookkeepers.
- Be highly organized and able to manage multiple clients and deadlines.
- Have a bachelor’s degree in accounting, business, or a related field, or equivalent experience.
- ProAdvisor certification is a plus.
- Experience with Studio Designer, Houzz Pro, Programa, Gusto, Karbon, multi-state sales tax, or the interior design industry is a bonus.
Responsibilities
- Serve as the main point of contact for assigned clients by email, phone, and Zoom.
- Lead recurring monthly or quarterly calls to review financials, cash flow, AR/AP, and project profitability.
- Lead client kickoff and onboarding, secure account and platform access, and guide clients through onboarding checklists.
- Assess cleanup needs, scope catch-up work, and oversee design-platform setup and integration with QuickBooks Online.
- Perform and oversee books cleanup, including reconciliations, transaction corrections, adjusting journal entries, and prior-period sales tax and AR/AP corrections.
- Teach clients best practices for Studio Designer, Houzz Pro, Programa, and QuickBooks Online.
- Manage, train, and coach bookkeepers; review financial statements and ensure client meeting preparation and deadlines.
- Support clients with Gusto payroll matters and coordinate with outside CPAs, payroll providers, software representatives, and the sales tax accountant.
- Track billable work and invoices, prepare proposals for additional services, and monitor client health.
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