Managing Director leading development and execution of business plans for Private Markets at State Street. Responsible for client relationships, deliverables, and operational effectiveness.
BC
Hybrid Accounting Team Manager
Posted 5 months ago
About the role
- Accounting Team Manager overseeing client accounts and leading a team of accountants/bookkeepers at Breakwater Accounting & Advisory, focusing on operational excellence and client relationships.
Responsibilities
- Provide mentorship and support to a small team of accountants/bookkeepers. Offer direct, constructive feedback and encourage professional growth.
- Lead regular performance check-ins and ensure team members meet KPIs and standards.
- Foster a positive, accountable environment that supports an 85%+ staff eNPS and 90% retention of key team members.
- Directly manage a portion of clients, ensuring service quality and building trusted relationships.
- Oversee and contribute to financial account activity, including classifications, reconciliations, and month-end entries.
- Regularly discuss financial results and advise on improvements.
- Partner with specialists and associates to delegate appropriately and maintain quality standards.
- Ensure timely, accurate services for all clients in your pod, in alignment with agreements.
- Proactively manage communications and maintain long-term, high-satisfaction partnerships.
- Monitor pricing, scope, and workflow efficiency. Raise concerns and discuss scope adjustments with leadership at least quarterly.
- Maintain a client retention rate of 98% or higher for your assigned clients.
Requirements
- 8+ years of experience in bookkeeping/accounting; multi-client experience strongly preferred
- Strong working knowledge of QuickBooks Online and other cloud-based tools
- Prior experience coaching or managing accounting professionals
- Deep understanding of financial reporting workflows and accounting operations
- Ability to drive accountability, performance, and process improvement
- Excellent organizational and communication skills
- A proactive, tech-forward mindset and a collaborative approach to leadership
Benefits
- FIVE WEEKS of PTO on top of company-observed holidays
- Health, vision, and dental benefits
- 401K company match
- Supportive, friendly, fun culture that values work/life balance
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Tech skills
Location requirements
Growth Manager leading customer conversion strategies for Accounting - as - a - Service product at 1st Formations. Collaborating with marketing and sales to drive revenue growth and optimize customer success.
Accounting Manager at 1st Formations overseeing high - quality accounting and tax services. Leading complex accounts work and managing offshore teams while supporting junior colleagues.
Accounting Specialist ensuring accurate, timely financial operations across Accounts Payable and General Ledger at Pioneer Square Brands. Collaborating with vendors and internal stakeholders in a hybrid setup in Pasig City.
Senior Accounting Technician at Baker Tilly preparing client bookkeeping and financial statements in a hybrid work environment. Collaborating with professionals to ensure compliance and accuracy in accounting records.
Accounting Manager overseeing finance operations at an international trading company. Leading a team and ensuring compliance with accounting standards and processes.
Senior Accounting Specialist at Greenstep handling diverse accounting tasks in a hybrid work environment. Contributing to the development of financial processes in a collaborative team culture.
Senior Analyst in Corporate Accounting at Paramount, ensuring accurate financial reporting and supporting close processes in an international environment.
Director, Accounting overseeing accounting and SEC reporting activities for Lexeo Therapeutics, driving process improvements and managing a small team.
Senior Accounting Manager at Twin Health managing accounting operations and supporting financial growth. Leading a high - performing team to ensure accuracy and compliance with US GAAP.