Bookkeeping Account Manager

Do you enjoy bookkeeping but also love working with clients? Do you get energy from helping your clients see success from financial insights?

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 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.

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 - $70,000 annually based on experience.

Key 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.

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
• Experience with IOLTA and lawyer trust accounting a huge plus

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