Accountant Manager Jobs

About Our Company

Little Fish Accounting is a specialized CPA firm that caters to small professional service providers. We provide a range of services including accounting, tax consultation, and strategic financial planning. Our primary clientele includes entrepreneurs and company CEOs looking for actionable, strategic financial support for their growing businesses.

Account Manager Job Summary

As an Account Manager, you will serve as the key liaison for our VCFO (Virtual CFO) and FM (Financial Manager) clients. Your job will involve not only handling high-level reviews and providing advisory services but also interpreting financials and engaging in direct client interaction. You will ensure our clients receive timely, accurate financial information, enabling them to make strategic decisions for business growth.

RESPONSIBILITIES & DUTIES:

• Review annual tax returns, as prepared by the LFA Tax Team, and present to VCFO/FM clients before filing
• Join the CEO on sales calls and offer insights on client onboarding
• Calculate and file estimated taxes quarterly
• Carry out recurring client activities with assistance from our Staff Accountant, including bookkeeping, budgeting, generating monthly financial statements, managing payroll, accounts payable/receivable, and invoicing
• Develop and suggest necessary policies and procedures
• Own and manage the client roster, overseeing all interactions and relationships
• Serve as the principal point of contact for VCFO/FM clients, addressing inquiries and requests, and emphasizing direct and personalized client interactions
• Provide high-level customer service, ensuring a seamless client experience with quick responses to inquiries and crafting tailored solutions
• Review and interpret financial reports and key performance indicators to make recommendations aligned with client business objectives and challenges, translating financial data into understandable insights
• Lead the onboarding process for new VCFO/FM clients, conduct initial meetings, and identify necessary cleanups or issues
• Communicate with clients and colleagues via various channels, ensuring seamless and responsive communication
• Conduct weekly reviews of all bank and credit card transactions, sending weekly emails to clients for clarifications, cash position, accounting activities, and upcoming priorities
• Contribute to decisions about systems and processes at a high level
• Develop strategies for the client's future business growth based on the information collected for them
• Address client questions, concerns, and financial business needs by offering comprehensive and customized support
• Maintain current financial records to provide clients with accurate advice on best practices and future steps

Requirements

REQUIREMENTS:

• Proficiency in ProConnect, LastPass, Google Drive, Slack, TaxDome, Keeper, and ClickUp is a plus
• Excellent communication skills, with a strong emphasis on client interaction
• At least two years of experience in accounting or tax
• Familiarity with accounting software (preferably QuickBooks)
• Bachelor's degree in Accounting, Finance, or a similar field
• Strong problem-solving and decision-making skills
• CPA license is preferred but not required
• An innovative and detail-oriented mindset
• Prior experience with tax software for individual and small business returns is desirable
• Comprehensive understanding of general ledger accounting and account reconciliation

Working Conditions

• This is a full-time remote position that requires you to be available from 10 AM to 3 PM for client communication, collaboration with the team, and meetings

Physical Requirements

• The Account Manager position is primarily a digital role involving intellectual work, with no significant physical demands

Benefits

Pay:

Starts at $65,000/year

Equal Employment Opportunity Statement

Little Fish Accounting is committed to fostering diversity and is proud to be an equal opportunity employer. All employment decisions are made on the basis of business needs, regardless of race, color, ethnicity, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other legally protected status.