SMB Team logo
SMB Team

The nation’s #1 law firm growth company whose mission is to 2X 10,000 law firms through marketing, software & coaching.

Bookkeeping Account Manager

Location

Pennsylvania

Posted

11 days ago

Salary

$60K - $70K / year

Seniority

Senior

Professional Certificate4 yrs expEnglish

Job Description

Bookkeeping Account Manager

SMB Team

• 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.

Job 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

Benefits

  • We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
  • 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.
  • Team member education and learning budget on courses, events and books.
  • Company activities, outings, and retreats.
  • Simple IRA WITH a 3% Match.
  • WFH or come to the office. The choice is yours!

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