TITLE: Account Manager (Senior Bookkeeper Tier IIIA)
REPORTS TO: Owner (Ean Price Murphy)
COLLABORATES WITH: Clients, other Staff, and Management
MANAGES: Client relationships, mentors client bookkeeping staff
Are you a top-notch bookkeeper who wants to go beyond just working in the books? Then you’re exactly who Moxie is looking for!
Moxie Bookkeeping is currently searching for a Senior Bookkeeper/ Account Manager who has a passion for going beyond the numbers. This is someone who combines a deep technical expertise with relationship building, mentorship, and the ability to speak to creative business owners using language and an approach that deeply fits their needs. The right person for this senior role on the Moxie Bookkeeping Team is highly organized, a skilled multitasker, and a go-to expert who is ready and willing to share their experience and knowledge with other team members and especially with clients.
Of course, the right person is also comfortable working remotely and is capable of connecting effectively in a virtual space with multiple clients. Everyone who works at Moxie has a high degree of ownership, appreciates flexibility, and also appreciates the pay-off of hard work and great service. The right person to join the Moxie team enjoys the flexibility of working like a freelancer but does not want the hassle of marketing and growing their own business.
Who We Are:
At Moxie we specialize in helping creative entrepreneurs and small business owners find clarity in their finances and create permanently profitable businesses. As creatives ourselves, we know how challenging it is to balance the creative process and running a business, that’s why we are dedicated to making the finance and bookkeeping process as simple as we can for our clients.
Our biggest values at Moxie are integrity, communication and collaboration. We believe in doing the right thing, even when no one’s watching. We are always looking for new, innovative ways to connect and advise our clients so they know we care about them and their businesses. And we are also big on working together to create great outcomes for our team and our clients.
What We Do:
We provide tech-forward business solutions, powered by purpose, and help organize our client’s financial information and systems to demystify the process and answer the important questions. Our clients worry less and can focus on doing what they do best because we are their trusted advisors and business partners. We believe in the Profit First Cash Management approach and our own Breathe Easy style of bookkeeping knowing that it gets the results that our clients love.
What you’ll be responsible for:
Senior Bookkeeper/ Account Manager Responsibilities:
Note: Bookkeeping functions in this tier will apply to clients with more challenging needs (e.g., multiple currencies, multiple entities, larger teams, complex app integrations, etc.)
- Owning the client relationship and becoming a trusted partner, acting as the primary point of contact for clients, managing the scope, budget, and timeline of projects
- Providing mentorship to the client’s in-house bookkeeping team, developing their skill and capability
- Connecting effectively with all clients and accounts to ensure effective updates, analysis and the transfer of information
- Provide a strategic view of clients’ reporting and act as an advisor to the business owner on how to action finding and correct issues
- Evaluate clients’ systems and provide innovative suggestions to streamline or clarify
- Managing full-cycle, end-to-end accounting for multiple clients, providing “soup to nuts” support, including all daily, weekly and monthly accounting activities
- Act as clients Liaison to CPAs – teach clients how to ask their accountant questions and what to do with the answer given
- Perform deep-dive reviews of clients’ books, review findings with clients, and create a scope of work to address issues
- Provide monthly reporting and analysis, GL Entries, reconciliation reviews, payroll mapping and troubleshooting, along with other high-level bookkeeping activities
Moxie Team Accountabilities:
- Collaborate effectively within the Moxie Team to share knowledge, problem-solve, innovate and create together
- Master our internal tools (i.e., Status Update, Manual, Management Software) to ensure excellent tracking and compliance
- Expertly communicate with the entire Moxie Team to create connections that support each other and our clients
- Provide mentorship and share expertise with full-charge bookkeepers and assistants to assist them with higher-level work as needed by their clients.
- Commit to at least 3 hours of professional development every quarter, and be prepared to share that new learning with the team!
Technical “Must Haves”:
- Must have QBO and Xero Certifications and be committed to maintaining them.
- 5-7 years full-charge experience working with QB Online, Xero, including:
- Job Costing and Reporting
- Class/Location/Tracking
- Servicing clients with more complicated needs (such as multiple entities, multiple currencies, complex app integrations, etc.)
- Senior level experience with year-end closing entries and 1099 production
- Excellent proficiency in the Microsoft Office Suite, as well as familiarity with Google Workplace (Calendar, Drive, etc)
- Experience and/or willingness to learn Application Integrations such as Hubdoc, Receipt Bank, Bill.com, Shopify, Harvest, etc.
- Fluent English: well-spoken, and possess strong writing skills
- Home computer with reliable, high-speed internet
Preference is given to candidates with a background in Profit First (or a willingness to learn and get certified)
Candidates without prior Profit First experience will be provided with a copy of the book to read as part of our hiring process
Candidates without prior Profit First experience will be asked to do some reading and research as part of the process to understand the PF process.
Successful candidates will be asked to become Profit First certified with Moxie support of course!
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is occasionally required to sit for extended periods of time; stand; walk; use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. As this is a remote role, any further physical demands would be determined by the employee’s home-based environment.
EEO Statement
Moxie provides equal employment opportunities to all employees and prospective employees in every facet of its operations. Moxie is an equal opportunity employer and actively encourages individuals of diverse backgrounds, including people of color, those with disabilities and from the LGBTQ+ community to apply!
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Only successful applicants will be contacted directly. We thank you all for your interest in the role and wish you the best!
Send us your resume and a 2–5 minute Loom answering “Why am I attracted to Moxie and a great fit for the team?”
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