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Bookkeeping Account Manager

3 weeks ago
United States
Full-time
Mid Level
Account Manager
Customer and Technical Support
Apply Now
SMB Team

SMB Team

SMB Team, the Legal Industry's #1 Law Firm Transformation Company, specializes in helping law firms grow 200% faster through digital marketing, coaching, education, and events. They provide industry-specific business growth plans tailored to small busi...

Professional Services
51-250
View All Jobs 9

Description

  • Serve as the primary point of contact and intermediary for bookkeeping clients and the accounting partner.
  • Manage onboarding and setup for new bookkeeping clients and ensure a smooth client experience.
  • Communicate with clients, answer questions, and quickly find answers when needed.
  • Develop and maintain a quality assurance process to ensure clients receive accurate books.
  • Assist with selling the bookkeeping service as needed.
  • Handle client matters and support issue resolution.
  • Attend events to represent the bookkeeping service to clients.

Requirements

  • 4+ years of bookkeeping or accounting experience with a professional services firm.
  • At least 20 concurrent accounts managed at once.
  • Strong dedication to client experience for both internal and external customers.
  • Ability to learn new technology and bookkeeping systems quickly; experience with multiple systems is a plus.
  • High attention to detail and ability to spot errors in complex information.
  • Experience with IOLTA and lawyer trust accounting is a huge plus.
  • Legal bookkeeping experience is a strong plus.

Benefits

  • Salary of $60,000-$70,000 annually based on experience.
  • Medical, dental, and vision insurance with the company paying 75% for you and your family.
  • Quarterly performance-based bonus opportunities.
  • Unlimited vacation time.
  • Education budget for courses, events, and books.
  • Simple IRA with a 3% company match.
  • Flexible work style with the option to work from home or in the office.

Interested in this position?

Apply directly on the company website

Apply Now

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