Position Summary: The Accounting Manager plays a key leadership role in the accounting department, managing daily operations, leading a remote bookkeeping team, and driving operational improvements. This position is responsible for ensuring the accuracy and timeliness of f inancial reporting, promoting team development, improving internal systems and processes, and supporting a multi-client environment. The role also supports strategic planning, budgeting, and financial forecasting efforts.

Essential Duties and Responsibilities

Team Leadership & Oversight

Manage and support the remote bookkeeping team, assigning and tracking tasks to ensure client deadlines are consistently met.

Monitor team attendance, performance, and workload to maintain service quality and operational coverage.

Respond promptly to team questions via Slack and other communication channels to ensure real-time support.

Conduct weekly 1:1 meetings with Staff to provide coaching, resolve issues, and communicate process updates.

Perform regular performance evaluations, implement performance improvement plans, and coordinate with Human Resources on staff motivation strategies.

Manage staff training, onboarding, and cross-training efforts using SOPs, video tutorials, and web meetings.

Maintain coverage planning by designating backups for client accounts and recommending hiring when needed.

Client Services & Project Management

Oversee high-level client transactions as needed to support complex or time sensitive accounting tasks.

Ensure completion of client financial close processes, including reviews and reconciliations on a monthly basis.

Conduct rotating deep-dive analyses of client financials to provide insights and identify opportunities for improvement.

Track and manage all client deadlines using internal project management systems; escalate at-risk deliverables.

Review client documentation such as W9s, sales tax filings, payroll summaries, and ensure compliance.

Assist with client tax readiness and confirm completion of annual tax deliverables in coordination with tax consultants.

Review and maintain accuracy of client engagement letters, budgeted hours, and scope of work to align services with expectations.

Manage client onboarding and offboarding final reviews to ensure thorough documentation, communication, and task closure.

Maintain and update SOPs and templates (e.g., Keeper) to reflect current best practices and ensure consistent service delivery.

Meet with clients as needed to review financial performance, clarify deliverables, and ensure satisfaction.

Financial Management & Compliance

Oversee day-to-day accounting operations including accounts payable, accounts receivable, bank reconciliations, general ledger entries, cash management, and fixed asset accounting.

Manage monthly financial close, reporting cycles, and preparation of internal financial statements and key performance indicators (KPIs).

Establish and monitor internal controls and guidelines for financial transactions, reporting, and budgeting.

Ensure tax compliance through year-round planning, including preparation and oversight of 1099s, sales tax, and collaboration with outsourced tax consultants on required filings.

Review and support payroll processes as needed to ensure accuracy and compliance.

Strategic Planning & Process Improvement

Assist with the development and monitoring of financial forecasts and annual budgets.

Present recommendations to senior leadership on short- and long-term financial strategies and risk management.

Assist Asst. Controller in developing and maintain company policies, procedures, metrics, and internal controls to improve efficiency, profitability, and automation.

Assist Asst. Controller in leading process improvement initiatives across the organization; implement best practices and leverage automation tools where possible.

Ongoing and Annual Responsibilities

Conduct mid-year and year-end reviews of staff and company performance.

Lead year-end financial reviews to ensure accurate closeout and tax readiness.

Provide support and oversight of recurring weekly, monthly, quarterly, and annual accounting processes and deadlines across all clients.

Other Responsibilities

Coordinate cross-training support of client work.

Provide timely updates to the Assistant Controller and collaborate on internal initiatives and company growth planning.

Perform other duties and special projects as assigned.