Bookkeeping Manager - Tax Department

Bookkeeping Manager - Tax Department

The Bookkeeping Manager oversees a team of bookkeepers who support clients with limited internal bookkeeping expertise. This role is responsible for ensuring the accuracy of client general ledger records, managing workflow and deadlines, onboarding new clients, and serving as a key point of contact for both clients and internal tax teams.

Key Responsibilities :

• Supervise, mentor, and develop a team of bookkeepers, providing guidance, training, and performance feedback.
• Oversee the day-to-day bookkeeping operations for a diverse client base, ensuring timely and accurate completion of tasks such as accounts payable, customer invoicing, bank reconciliations, and compliance filings (1099s, payroll, sales tax).
• Manage task lists, deadlines, and workflow for the bookkeeping team, ensuring efficient allocation of resources and adherence to firm and client timelines.
• Onboard new clients, including assessing their bookkeeping needs, setting up systems and processes, and educating clients on best practices.
• Review and ensure the accuracy and completeness of client general ledger records prior to tax return preparation.
• Serve as a primary point of contact for clients, explaining financial concepts in clear, client-friendly language and providing proactive solutions to bookkeeping challenges.
• Identify and resolve discrepancies in client records, recommending process improvements and workflow enhancements.
• Maintain up-to-date knowledge of relevant tax compliance requirements and accounting standards.
• Foster a collaborative, inclusive, and client-focused team culture.

Required Skills & Qualifications :

Preferred Qualifications :

What We Offer :