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Remote Client Accounting Lead

Role overview

Qualifications

  • 3+ years of remote multi-client cloud accounting experience across multiple industries, including end-to-end responsibilities (process implementation and improvement, onboarding and clean-up, financial reporting and interpretation).
  • 5+ years of experience in QuickBooks Online (QBO), BILL, Gusto, and other common cloud accounting software.
  • Higher-education degree in accounting or finance.
  • Strong accrual accounting knowledge with audit-ready schedules and experience working with external data sources to complete monthly closes.

Responsibilities

  • Oversee full-charge bookkeeping and finance processes for 10-20 clients, including invoicing, bill-pay, payroll processing, monthly close, sales tax, and year-end prep.
  • Collaborate with the support team to schedule, delegate, review work, and coach staff with warm, clear communication.
  • Serve as the primary client contact, answer questions with joy, and advise on process improvements.
  • Review potential client books for errors, assist sales with accurate pricing of new engagements, and plan onboarding; delegate and manage clean-up and onboarding after signing.

About the company

System Six logo

System Six

Accounting

System Six is a modern, remote, cloud-based finance & accounting firm focused on two equal missions: (1) providing dream accounting careers to our team members, and (2) freeing up our customers' time so they can focus on their business, their family, their non-profit or wherever their interests lie. For our team, this means we are constantly focused on building and maintaining a fantastic culture characterized by joy, collaboration and flexibility. We strive to pay at the top of the industry, provide learning and growth opportunities, and never ask our team to take on more than they wish. We're not an accounting firm of old. Of equal importance, we utilize a team-based service model and an obsession with process to deliver excellent outsourced accounting, bill pay, payroll and advisory services to our clients. We love finance and accounting so you don't have to, and we strongly believe our clients' success is our success. Today our clients represent over $200M of annual revenue, 1,000+ jobs and millions of non-profit spend in needy communities. We take great pride in supporting these organizations and use the best in modern cloud-accounting tools to remotely manage any and all finance and accounting needs.If joining us as a team member or working with us as a client, please reach out. We'd love to talk!Jobs @ https://systemsix.hire.trakstar.com/

Company details

Company typeSME
IndustryAccounting
Company size11 - 50

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Job description

At System Six, we're trying to build one of the best places to work in cloud-accounting - a place where our team members are the most important part of our business and where they consistently experience joy, flexibility and are elevated professionally. We are a fast growing, modern, 100% remote organization delivering a full suite of accounting services ( end-to-end bookkeeping, payroll, bill-pay, invoicing, sales tax filing, and monthly financial reporting services to hundreds of customers nationwide.

We are actively seeking our next Client Accounting Lead, a joyful and driven team member who executes and oversees a full suite of cloud accounting tasks across a variety of clients and industries.

This position is available for US-based individuals seeking full-time work (30 or more hours a week), allowing you to balance other important parts of your life with an exciting, fulfilling career. Our talented team loves System Six and we can’t wait to show you how that energy permeates throughout our organization. 

So what are we looking for in an ideal candidate?

  • Multi-client cloud accounting experience. You've had 3+ years remotely managing multiple clients in multiple industries from end to end including process implementation and improvement, onboarding and clean-up, and financial reporting and interpretation. You’ve had extensive experience running payroll, closing monthly books, and creating processes for cash and accrual-basis clients. 5+ years in QBO, BILL, Gusto, and other common cloud accounting softwares.
  • Strong accrual knowledge. You've managed clients with full accrual accounting processes and have maintained detailed and audit-ready schedules for non-bank balance sheet accounts and have worked with clients that have to pull in data from external systems to complete the monthly close.
  • Higher-education accounting or finance degree. Experience at a CPA firm or public accounting experience is a plus 
  • Excellent communication skills across digital channels and an innate desire to build relationships
  • Keen attention to detail and a passion for bringing the same out of others
  • Resourcefulness as an excellent problem solver who also knows when to ask for help
  • Humility and openness to coaching and critiques; always seeking to improve
  • Excellent coaching skills and a desire to empathetically teach and mentor junior staff
  • Joy and a positive attitude in all communications internally and externally
  • Persistence and an ability to politely remind others to stay on track 

What does the day to day look like for this role?

  • You are responsible for the overall care of full-charge bookkeeping and finance processes (invoicing, bill-pay, payroll processing, monthly close, sales tax, year-end prep, etc) for 10-20 clients.
  • You work with support team on all aspects of service delivery by scheduling and delegating tasks, reviewing work, and coaching and answering questions warmly and clearly.
  • You act as primary client contact, answering questions with joy and advising as needed to suggest process improvements.
  • You review the books of potential clients to see what errors need fixing and to help sales in accurate pricing of new engagements along with crafting a plan to onboard new clients into our systems. When potential clients sign, you delegate and manage the necessary clean-up and onboarding work.

Importantly, here’s what’s in it for you:

  • A joyful work environment where employees and culture are paramount. We understand that we are all human and we want your success in your professional life to elevate and empower your personal life
  • A 100% remote environment. We've been remote for 10+ years and are set up for you to succeed remotely while working with flexibility during daytime professional hours
  • Strong compensation. This exempt position offers a base salary range of $70,000-$78,000 and includes a quarterly bonus structure based upon a percentage of client profit generated by your book of business that ranges from $2,000-$4,000 annually.
  • Competitive benefits. We provide all of your work equipment, health and dental insurance, 401k matching, PTO, family leave, annual in-person gatherings and many other leading benefits 
  • Growth opportunities. We are a steadily growing company on a multi-decade journey of evolution. We relish promoting from within, and will support you in your efforts to grow with System Six 

Excited to apply? Here’s how! 

Apply online via the link and let us know our favorite color is orange.

At System Six, we truly believe in the importance of maintaining a healthy work-life balance and we understand the importance of family and personal commitments. While we encourage our employees to prioritize their well-being outside of work, we do not allow team members to take on additional paid accounting tasks beyond their role with us. This is a 100% remote, work from home role. You must have strong, reliable home internet connection and an environment conducive to video and phone calls. Our accounting positions operate on a W2 basis and we track our time by client and type of work. Availability is required five days a week within standard professional hours. Like most accounting roles, it's common for weekly hours to fluctuate slightly (+/- 3-5 hours) due to varying client demands from week to week.

System Six is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We encourage all backgrounds to apply, and prohibit discrimination of any kind based on any and all protected classes.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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