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
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