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The Outsourced Accounting Team Manager serves as an outsourced accountant for clients and works as part of a team to provide a valuable client experience. They handle the day-to-day accounting functions for their clients including having the ability to work with clients with more complex accounting and payroll needs. This person will mentor and train employees in the SBS area and manage workloads for their local market’s accounting team.
Essential Position Responsibilities:
- Manages client relationships by monitoring client needs and building value into professional service
- Manages accounting service department team members in the local market
- Manages accounting projects to meet client needs within a specified time frame
- Works closely with clients to assess general accounting needs
- Prepares complex reports, returns, and other documents as required, including sales tax reports, year-end tax forms, financial statements, and other reports required by clients
- Calculates and revies period-end journal entries and analyzes and provides guidance to clients on balance sheet accounts
- Completes the period-end process for clients
- Properly codes and completes data entry of bank statement and other bookkeeping transactions
- Reconciles bank accounts for clients
- Provides mentoring and technical training for employees in the accounting services department
- Performs client billings for accounting services provided
Keys to Success:
- Overall client satisfaction
- Efficient use of standard technology
- Strong problem-solving skills
- Accurate recording of accounting transaction
- Resource to the client on day-to-day items
- Meeting overall budget and goals
- Demonstrates competencies in accordance with Career Development
- Team oriented and solution driven
- Associate’s or bachelor's degree in accounting required
- 7+ years of bookkeeping experience required including experience managing staff
- Valid CPA (Certified Public Accountant) license preferred
- Advanced knowledge of general ledger accounting and principles
- Advanced knowledge of federal and state payroll laws
- Ability to communicate clearly in writing and verbally
- Ability to work on multiple projects and meet deadlines by setting priorities with work projects
Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
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