Accounting Manager for a Financial Services Company

Job Responsibility:

Hello, Accounting Managers!

My name is Chad and I am the CEO of ABT Financial Consultants LLC - a financial services company based out of Phoenix, Arizona, United States. We believe that the customer comes first, and our key to keeping our customers satisfied is knowledge. We thrive on providing affordable, customizable tax and accounting solutions for our clients. We are constantly extending our knowledge base so that we can provide the highest level of service to you by giving you the best information. Our goal is for you to have the information, make better decisions, and ultimately be more successful.

We are looking to hire a motivated Accounting Manager who is very confident and very well-versed in professional accounting and bookkeeping practices. Our ideal candidate is responsible, organized, and someone who enjoys improving systems. Someone who is a bit of a chaser, and making sure things get done. We want someone who can be effective, responsible, and good at their job without being aggressive.

Requirements

We are looking for an Accounting Manager specifically with these requirements:

• Excellent verbal and written communication skills
• A minimum of a bachelor's degree in Accounting, Finance, or a related field
• Certified Public Accountant (CPA) license desired
• Has at least 5+ years of related accounting experience
• Has at least 3+ years of hands-on management experience including hiring, training, and developing a highly engaged service-oriented team while multi-tasking large projects
• Has at least 3+ years of experience working in the public accounting, saas, and fintech space
• Exceptional knowledge of finance, accounting, budgeting, cost accounting, cost control principles, and Generally Accepted Accounting Principles (GAAP)
• Has the capacity and commitment to work 35 - 40 hours a week, Monday through Friday
• Proven ability to attract, build, and retain a high-performance team
• Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices
• Commitment to consistently follow established policies and procedures while holding team members accountable to do the same
• Has experience using Xero, QuickBooks (Enterprise and Online), Bill.com, Google Suite, Microsoft Office Suite, and others

Your responsibilities will include (but are not limited to):

• Providing exceptional accounting and operational service to our clients
• Demonstrate a thorough understanding of professional accounting and bookkeeping practices
• Keep abreast of the latest developments in technologies to deliver outstanding quality service
• Overseeing client onboarding process for all assigned client engagements in accordance with the defined process
• Implementing the company's technology toolbox as applicable on all client engagements to drive efficiency and client value
• Serve as a resource to all assigned team members for guidance on client tasks and/or resolution of client issues
• Monitoring team member's performance by reviewing the quality of work, adherence to protocols, timeliness of deliverables, and adherence to client budgets. Provide coaching and feedback as needed.
• Supporting clients' evolving requirements by educating clients on ABT Financial Consultants' deep and varied expertise in accounting and operational services
• Managing the hiring process for remote accountants assigned to you. This will include reviewing pre-screened candidates, interviewing, (calling references), and providing timely feedback
• Orienting and training newly assigned accountants in accordance with standard processes. Provide ongoing coaching to deliver superior outsourced accounting and operational services
• Balancing workflow by aligning client needs with accountants' expertise and capacity in accordance with predetermined budgets. Confer with the Managing Director regarding any potential capacity issues in order to take proactive measures to ensure success
• Reviewing accountants' work to ensure the highest quality of service to clients
• Maintaining profit margin for assigned clients and team
• Scheduling and leading annual performance reviews in accordance with the defined process

Benefits

Growth Opportunities/Perks:

• Paid sick and vacation leaves
• 401K
• Tuition reimbursement
• Paid continuing professional education
• Potential growth trajectory

This Position Is Perfect For You If…

You're an Analytical and Detailed-Oriented Problem Solver.

You have strong analytical skills and a detailed approach to problem-solving. You have sharp attention to detail and can spot inefficiencies in strategies and find creative solutions based on your analysis and observations.

You're an Excellent Communicator

You have excellent interpersonal, written, and verbal skills that allow you to explain complex topics in simple ways. You can clearly get your point across and get all stakeholders aligned on a common goal.

You're highly Organized. You are organized enough to ensure you're on top of your own goals and responsibilities. You bring your whole personality to work and are willing to engage on a personal level. You put your whole heart into your work and uplift those around you.

What We Do:

Please visit our socials and website to get a good understanding of our services:

Our hiring process is made up of five parts, so please be aware that you will need to dedicate time for a questionnaire, a video, two 1-on-1 interviews, and a test project.

Thank you for taking the time to consider this position. I look forward to hearing from you soon!

Chad