This is a remote position.
Are you energized by managing multiple client relationships Do you thrive in a dynamic environment where you can apply your accounting expertise across various organizations As a Lead Accountant at CFO Services Group youll manage a diverse portfolio of clients while providing essential management accounting and bookkeeping services.
In this role you will:
- Manage and maintain relationships across a portfolio of 1520 clients
- Serve as primary point of contact for assigned clients
- Review and oversee work performed by Associate Accountants
- Execute monthly and annual closing procedures
- Prepare and review financial reports
- Maintain various schedules for accrual accounting
- Oversee accounts payable and receivable management
- Manage payroll operations and ensure compliance
- Handle 1099 reporting and W9 collection
- Support clients tax accountants in yearly filings
- Identify and implement new software solutions for clients
Join our team at CFO Services Group where we pride ourselves on being Your Community Accountants. As a certified LGBTBE CBE and Minority Business Enterprise (MBE) we deliver trusted expertise with a personal touch while maintaining our core values of teamwork continuous learning humble confidence patience and proactivity.
To apply please submit your resume and a detailed cover letter that addresses:
- Your experience managing multiple client relationships
- Your strategies for juggling competing priorities
- Examples of how youve successfully managed challenging client situations
CFO Services Group is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Requirements
Education & Experience:
- 5 years of bookkeeping experience 7 years if no degree)
- Bachelors or Associates degree in Accounting (or equivalent certification/experience)
- Strong experience with nonprofit accounting
- Demonstrated success managing multiple client relationships simultaneously
Technical Skills:
- Proficiency in QuickBooks Online
- Strong understanding of accrual accounting principles
- Experience with payroll administration
- Expertise in monthend close procedures
- Proficiency in Microsoft Office applications
Essential Qualities:
- Excellence in client communication and relationship management
- Strong organizational skills and attention to detail
- Ability to contextswitch effectively between different clients
- Proven track record of managing multiple concurrent deadlines
- Experience working with remote teams
- Proactive communication style
- Ability to adapt communication style to different client personalities
- Strong boundaries and effective stress management
Benefits
- Fully remote work environment
- Flexible schedule
- Comprehensive health insurance (medical dental and vision)
- 401(k) contributions with employer match
- Generous PTO including: Personal days Sick leave Vacation time Paid holidays
- Professional development opportunities
- Collaborative and inclusive work environment
- Growthoriented company culture
- Supportive team environment that values worklife balance
- Regular training and skill development sessions
Education & Experience: 5+ years of bookkeeping experience 7+ years if no degree) Bachelor's or Associate's degree in Accounting (or equivalent certification/experience) Strong experience with non-profit accounting Demonstrated success managing multiple client relationships simultaneously Technical Skills: Proficiency in QuickBooks Online Strong understanding of accrual accounting principles Experience with payroll administration Expertise in month-end close procedures Proficiency in Microsoft Office applications Essential Qualities: Excellence in client communication and relationship management Strong organizational skills and attention to detail Ability to context-switch effectively between different clients Proven track record of managing multiple concurrent deadlines Experience working with remote teams Proactive communication style Ability to adapt communication style to different client personalities Strong boundaries and effective stress management
Education
5+ years of bookkeeping experience 7+ years if no degree) Bachelor's or Associate's degree in Accounting (or equivalent certification/experience) Strong experience with non-profit accounting Demonstrated success managing multiple client relationships simultaneously