Controller - Client Accounting Team Lead (Fully Remote- US ONLY)

AI overview

Manage a team of Client Accounting Managers while ensuring accurate financial reporting and advising small business clients on their financial operations.

The Controller is responsible for managing the activities of the overall general accounting functions and members of their designated team. Will oversee, implement and maintain accounting systems, procedures and policies. This position ensures the accurate and timely compilation, analysis, and reporting of accounting data for our small business clients who rely on this information to move their business forward.

Responsibilities 

  • Managing a team of approximately 5 Client Accounting Managers (CAMs) and ensuring they are following company procedures
  • Auditing the work of the team to develop, implement and maintain one or a combination of generally accepted accounting systems
  • Completing audits of CAMs end of month/quarter/year tasks and assigning additional tasks if lists are incomplete or require additional follow-up 
  • Assisting CAMs with day-to-day processes and questions and assisting with their development
  • Coaching and encouraging employees during times of performance decline and when necessary working with HR to administer performance improvement plans 
  • Communicating and following up to ensure CAMs are fully informed of all new information related to software products, services, procedures, client needs, and company-related issues, changes, or actions
  • Assessing current accounting operations, offering recommendations for improvement, and implementing new processes. Suggesting and drafting help documents when necessary 
  • Publishing and locking end-of-month/quarter/year financials and notifying clients that financial statements have been completed
  • Proactively identify client issues, communicating and implementing timely solutions.
  • Creating and presenting continuing education content to the team
  • Providing ad-hoc, 30-day, 90-day, quarterly, and annual performance reviews to all assigned CAMs
  • Uncovering discrepancies between CAMs time logged and the budget and if the scope of work needs to be changed 
  • Review accuracy of 1099 vendors and e-filing 1099-NEC and 1099-MISC forms to the appropriate parties (eg. client vendors, IRS, state tax agencies)
  • Review Sales, Use, and Excise Tax Returns on a monthly, quarterly, and annual basis for accuracy and timeliness
  • Providing support to new CAMs during their first year through training and assisting with onboarding 
  • Assisting CAMs with their out-of-office procedures and delegating work to other team members during their absence 
  • Partnering with the leadership team to determine future hiring needs, goal setting, and  participating in interviews
  • Work with CAM to complete Scope Review Form on an annual or as-needed basis

Requirements

Minimum

  • Bachelor’s degree in Accounting or related field or a deep understanding of GAAP
  • 7+ years of full-cycle accounting experience with general ledger responsibility, with at least 5 years in a supervisory role 
  • Demonstrated experience in advising clients or others on financial results 
  • Strong leadership and proven supervisory skills
  • Demonstrated mentoring, coaching, and organizational administrative skills required
  • Excited by process and automation 
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to work independently while managing multiple projects and deadlines on time
  • Communicate clearly and professionally, both orally and in writing
  • Maintain the highest level of confidentiality while working with client data
  • Authorized to work in the United States on a full-time basis

Preferred

  • Experience working in a CPA firm is highly desirable
  • Knowledge of the following software:
    • Xero
    • Quickbooks Online
    • Quickbooks Desktop
    • Double (previously Keeper)
    • Gusto Payroll
    • Teamwork Projects
    • Zoom
    • Dropbox
  • Experience in the following industries:
    • Software as a Service (SaaS)
    • Hardware as a Service (HaaS)
    • eCommerce
    • Professional Services (Legal, Marketing, Project-Based Service)

Benefits

  • 100% Remote - We have been fully remote since 2013 (and there is no office to return to)
  • Unlimited paid time off
  • 14 paid company holidays + the last week of the year
  • 3% Simple IRA Salary Match
  • $500/mo Health Insurance Stipend via Take Command Health

Compensation

$90,000 to 95,000 with opportunities for annual performance-based raises and referral commissions.

Additional Details

  • Accountingprose LLC is an Equal Opportunity Employer. Accountingprose’s employment decisions are made without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected status.
  • Applicants must be currently authorized to work in the United States on a full-time basis.
  • Work Hours: Any 8 hours plus lunch from 7 am to 7 pm Mountain Time (Denver). You will set your schedule when you begin working for us.

About Us

Accountingprose operates by the Conscious Capitalist credo and, in short, we are everything that the Big 4 is not.

  • We treat our team with respect, kindness, and fairness- never making our people suffer through 60 hour work weeks, tied to the desk and away from their friends and family.
  • We enthusiastically encourage our employees to deepen their skills and interests outside of work and offer opportunities for advancement and growth.
  • We recognize and celebrate that our employees aren’t just accounting robots- they are mothers, fathers, sisters, brothers, aunts, uncles, and most importantly humans.
  • We operate with an abundance mindset and recognize that success is not zero-sum.
  • We see happiness as a KPI. We value people over profits and do what’s right, no matter what. (It helps us sleep better at night).

When operating by these principles, we create an inclusive and welcoming environment that encourages both personal and professional growth. Our employees have the skills that will afford them a spot at any table- but they choose a front-row seat at ours.

Perks & Benefits Extracted with AI

  • Health Insurance: $500/mo Health Insurance Stipend via Take Command Health
  • Retirement plan match: 3% Simple IRA Salary Match
  • Paid Time Off: 14 paid company holidays + the last week of the year

Accountingprose operates by the Conscious Capitalist credo and, in short, we are everything that the Big 4 is not. We treat our team with respect, kindness, and fairness — never making our people suffer through brutally long work weeks, tied to the desk and away from their friends and family. We enthusiastically encourage our employees to deepen their skills and interests outside of work and offer opportunities for advancement and growth. We recognize and celebrate that our employees aren’t just accounting robots — they are mothers, fathers, sisters, brothers, aunts, uncles, and most importantly humans. We operate with an abundance mindset and recognize that success is not zero-sum. We see happiness as a KPI. We value people over profits and do what’s right, no matter what. (It helps us sleep better at night). When operating by these principles, we create an inclusive and welcoming environment that encourages both personal and professional growth. Our employees have the skills that will afford them a spot at any table — but they choose a front-row seat at ours.Our Work Accountingprose is a leading provider of cloud accounting, payroll, and advisory services to small businesses throughout the United States, We help managed service providers (MSPs), SaaS companies, digital marketing agencies, and law firms stop stressing about their business finances and get back to doing what they love. More than the industry, we are interested in working with clients that value what we do and want to be engaged in the accounting process to help drive their business forward. In short, we do great work for great people and we're loving every minute of it. Our service offering is tailored to each of our clients, but typically includes Xero account set up, account reconciliation, sales tax preparation, accounts payable, accounts receivable, financial statement preparation and analysis, and systems integration. However, our services don't stop there. We view our relationship with our clients as a partnership, and we often offer additional consulting that goes beyond the typical bookkeeper role. Our clients view us as an invaluable resource who they can lean on when making challenging business decisions. We are their rock. Our ToolsWe lean on cloud accounting technology to manage our day-to-day work. If you have experience with the following products, you will have a leg up on the competition: Xero Receipt Bank Box Teamwork Projects Spotlight Reporting Bill.com Our People (aka our Small Business Superheroes)You're a good fit for Accountingprose if you are: Humble. There is no shame in your game. You own your successes and failures (and learn along the way). Endlessly curious. You ask open-ended and thoughtful questions and practice active listening. A problem solver. You want to thoroughly understand a problem and apply your deep industry knowledge before arriving at a solution. A clear, succinct, and mindful communicator who knows how to read a crowd. A T-Shaped person, with wide industry knowledge and a broad skill set. Generous. You offer your time and specialized knowledge to your peers in order to help them grow. Passionate. You make time for the things that make your heart sing - because in the end, work isn't everything.

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Salary
$90,000 – $95,000 per year
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