Accounting Client Service Manager

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Accounting Client Service Manager

A full-time team member or employee

Skills and experience needed

2+ years of experience
Accounting
Customer service
Account management

Organization(s) name(s)

Location

Time zone

Monetary compensation

USD$41,000 to 90,000 /year
(Estimated by Torre The quoted compensation hasn't been verified by the organization. It's Torre's estimate based on the job requirements contained in the post. )

Monetary compensation

USD$41,000 - 90,000 /year
(Estimated by Torre The quoted compensation hasn't been verified by the organization. It's Torre's estimate based on the job requirements contained in the post. )

Why this opportunity exists

• As a client service manager, you will be the face of the company to our clients (from the comfort of your own home or wherever you choose to work). That means we are looking for the best of the best. While accounting will be part of your daily routine, most of your time will be spent interacting with clients and overseeing bookkeepers.

Responsibilities

• Manage small business accounting automation tools like Quickbooks Online, Bill.com, and Gusto • Oversee and improve routine processes like month-end close • Make payments to vendors • Handle complex and non-routine processes, such as: - Reconciling fixed assets and debt schedules to financial statements - Maintaining revenue recognition schedules - Making inventory/COGS entries • Set up and run payroll • Prepare financial reports • Create and maintain financial models and projections • Build strong client relationships • Train and coordinate the work of bookkeepers, consultants, and other financial professionals • Implement new clients, which includes setting up processes and performing books catch-up and/or clean-up work

Additional requirements (other than skills)

• An innate desire to serve people, especially business owners • An obsession with meeting deadlines and keeping agreements • An accountant without an accountant personality :) • A problem-solver who works independently with minimal oversight • A wizard with computers, spreadsheets (especially Google Sheets), and accounting software • Coaching and mentoring experience (like explaining accounting to non-accountants) • Ability to self-teach and develop proficiency with a variety of technology and software • Comfortable delegating and overseeing routine work by digging into business processes, troubleshooting a problem, or giving training • Experience with business income tax returns (bonus, but not required)

Language(s) required

English - fully-fluent

Career path

• A minimum of 2 years of experience in small business accounting, such as: • Categorizing transactions • Reconciling bank accounts • Making accrual adjusting entries • Reconciling fixed asset • Maintaining debt schedules • Preparing and analyzing financial statements

About the organization(s)

• At a young age, the founders of Nimbl learned the seemingly unexpected role that accounting plays in creating successful organizations, families, and communities. Dave Olsen and Shane Rowley both grew up in small business families, though each has his own unique story. Both of their childhoods were characterized by lessons learned while working alongside their fathers. For Dave, Shane, and the entire Nimbl team, accurate accounting enables entrepreneurs to build thriving businesses that provide opportunity and abundance for everyone. Nimbl is dedicated to providing a variety of accounting services to small to midsize businesses across the country to not only empower them to make accurate decisions, but do it in a way that impacts every facet of their life. • Enter you. Nimbl has been growing at an exponential rate, and we need someone as passionate about accounting and small business as we are to join our accounting team.

Additional details

• The approximate number of hours per week will be agreed upon during the hiring process, but the position can be anywhere between 20 and 40 hours per week. The position requires some daily availability unless time off is arranged beforehand, but the amount of time each day is flexible.

Additional compensation

$25+ (or flat salary equivalent) depending on experience. Pay increases will be directly tied to quality and efficiency, including the ability to create systems and lead less experienced bookkeepers. We charge clients a flat fee instead of by the hour, so we are driven to serve well and serve efficiently using automation and processes.

Agreement type

To be defined

Posted: February 18, 2021 04:59 PM

Manuela Vargas Jaramillo
Manuela Vargas Jaramillo Verified
Independent Recruiter
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