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Bookkeeping Account Manager

SMB Team logo

Location
United States
Base Salary
60k-65k USD
SMB Team

Job Description

Do you love maintaining and creating reports? Do you enjoy working in Quickbooks and being an Excel wizzard?

If you answered "yes" to these questions, keep reading.

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 all of 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 financial professional looking to make a significant impact in a dynamic, fast-paced environment.

WHAT'S IN IT FOR YOU?

📈 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!

The salary for this role is $60,000 - $65,000 annually.

Key Responsibilities:

  • Accounts Payable: Receiving invoices, confirming accuracy, scheduling payments
  • Vendor Management: Setup new vendors, tax information, banking & address info
  • Month-end close: bank and credit card reconciliations, prepare draft financial statements
  • Admin and reporting to enable efficient operations
  • Completing account analysis projects as requested

Requirements

  • Attention to detail
  • Ability to pick up new technology systems
  • Dedication to customer service (internal and external customers)
  • 2+ years experience bookkeeping or accounting experience with a professional service firm
  • 4+ years experience with Quickbooks Online
  • Strong Excel skills
  • Strong plus if you are able to work in our Bala Cywood, PA office 1 day per week.

Benefits

SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry.

Bottom Line: We change lives. Want proof? Read our Google My Business reviews.

There are three parts to our business:

Educational Brand: We currently run the most prominent talk show in the legal industry. Every week, we get hundreds of lawyers on our webinars by interviewing top thought leaders (as seen on our YouTube). The goal is to become THE source of education for lawyers.

Marketing Services: We offer a full suite of marketing services to our clients, including PPC, SEO, Website Design, Video, and Social Media management. Our goal is to scale our services business to over $15M in revenue in 2023.

Coaching Services: We have a rapidly-growing, Philadelphia-based coaching program for lawyers. In our first year, we built our coaching business into a multi-seven-figure business. Our program has been identified as the most comprehensive coaching program for attorneys, and we plan to double the size of our clients in the next year.

The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.

The SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans

Advice from our career coach

As a Bookkeeping Account Manager at SMB Team, you will be responsible for managing bookkeeping clients in a client-facing role. To stand out as an applicant, showcase your attention to detail, technology proficiency, customer service dedication, and relevant experience in bookkeeping and Quickbooks. Here are some specific tips to help you stand out:

  • Highlight your experience in Accounts Payable, Vendor Management, and Month-end close tasks.
  • Emphasize your ability to work with new technology systems and your strong Excel skills.
  • Demonstrate your dedication to customer service and ability to work effectively in a client-facing role.
  • Showcase your experience with Quickbooks Online and your proficiency in maintaining accurate financial records.
  • If possible, mention your willingness to work from the office in Bala Cywood, PA, at least 1 day per week.

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About the job

Apr 11, 2024

Full-time

60k-65k USD

  1. US United States
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