Prepare client financial statements  

Maintain & review General Ledger, AP, AR  

Prepare client month-end close for enterprise clients  

Review month end financials prepared by team members  

Communicate and build relationships with clients   

Provide leadership, coaching, and development to team of direct reports  

Manage system approvals for required business applications  

Participate in onboarding/offboarding of team members (interviewing, hiring, selection, replacement requests, etc.)   

Delegate tasks to team members and ensure client assignments are appropriately distributed and balanced across the team  

Conduct monthly internal training for the team (soft/technical skills)  

Conduct performance evaluations at set frequencies and deliver feedback regularly to ensure the success of the team members  

Participate in meetings (attending and facilitating) with managers, peers, and others  

Review existing processes and identify opportunities for improvement   

Create new processes to streamline tasks and maximize team member efficiency 

Bachelor's degree in accounting or finance.  

A licensed CPA is an advantage 

Solid experience with QBO is required. Experience in Xero, NetSuite, or other accounting platforms is an advantage  

Strong accounting skills

Minimum of 5-7 years of US Accounting Experience  

Demonstrated experience in managing multiple clients  

Experience handling a variety of industries, including SaaS & Technology

Must be an independent, resourceful, self-starter; and also a team player  

Strong analytical skills - see the big picture, how things relate and affect one another, within the client's books, as well as business  

Excellent communication skills and the ability to work, in a remote team organization  

Ability to learn in a fast-paced environment  

High degree of organizational skills and attention to detail, with the ability to multi-task  

Pro-active attitude; highly self-motivated and able to work without constant oversight