Bookkeeping Account Manager
About The Position
The SMB Team is the fastest-growing digital marketing and coaching business for attorneys nationwide and we are looking for a Bookkeeping Account Manager to join our team! SMB Team is seeking an internal, FULL TIME HIRE who will serve in a client facing Account Management role for our Bookkeeping clients. The ideal candidate will have a strong understanding of bookkeeping and enjoys being in a client facing role. This is an excellent opportunity for a seasoned bookkeeping professional looking to make a significant impact in a dynamic, fast-paced environment.
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 (experience with multiple is a plus!)
- 4+ years experience bookkeeping or accounting experience with a professional service firm (legal bookkeeping experience a strong plus!)
- High level of attention to detail - able to spot needles in haystacks
Nice To Haves
- Experience with IOLTA and lawyer trust accounting a huge 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 you can and finding answers quickly on the ones you cannot.
- Develop and maintain a quality assurance system to make sure our clients are receiving accurate books.
- Other duties could include assisting in the sale of this service, handling client matters, and attending events to represent this service to our clients.
Benefits
- An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S.
- BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
- BONUSES - An opportunity to earn quarterly bonuses based on performance.
- UNLIMITED VACATION TIME - We encourage you to take time to recharge so you can be your best here at work.
- EDUCATION – Team member education and learning budget on courses, events and books.
- FUN – Company activities, outings, and retreats.
- INVESTMENTS – Simple IRA WITH a 3% Match.
- WORK STYLE – WFH or come to the office. The choice is yours!
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
Number of Employees
11-50 employees
