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Client Ally ( Accounting Manager )

Blue Fox Melbourne, FL

  • Expired: over a month ago. Applications are no longer accepted.
Job Description
OVERVIEW Blue Fox is looking for a Client Ally – a unique combination of an experienced accountant and a tirelessly positive client care advocate. The Client Ally is an accountant with several years of work experience, a proven track record as a leader and team member, and likely an accounting degree. The ideal individual is a servant leader who is customer-service oriented, analytical, self-disciplined, extremely detail oriented, tech savvy, and warm hearted. (We know – we’re looking for a unicorn!) The Client Ally is charged with senior accountant and accounting oversight tasks, client care, and relationship management for up to 15 different client accounts. The Client Ally may be supported by and the manager of up to 3 bookkeepers. Keeping the keepers of books happy, healthy, and high functioning is job #1 for the Client Ally. Keeping Blue Fox clients happy is a close second. The Client Ally trains and collaborates with the business owner regularly. An open, authentic, light-hearted, and learning demeanor is required for success. Blue Fox is a fast-growing company, and we need innovative, forward-thinking team members who are capable of both going with the flow and adjusting to everchanging internal and external needs. TIME COMMITMENT This is a full-time position, 30-40 hours/week required. Negotiable, flexible schedule offered, and pay commensurate with experience, education, and your own unique value added. WORK ENVIRONMENT This is a virtual/remote position – our team is distributed across the US. The Client Ally must have high speed internet access, own computer, a device with a web camera, and a home office or other suitable workspace conducive to phone and video calls. The Client Ally must be available intermittently throughout the day to respond to client and team communications. Read more about Blue Fox services on our website. ROLE & RESPONSIBILITIES Execute on and/or support the bookkeeper assigned to your client den with monthly close activities including bank reconciliation, adjusting journal entries, and financial statement preparation Prepare custom financial reports with extreme accuracy and attention to detail Deliver and/or present financials to clients and support management/leadership teams as needed with regular conference or video calls Accounts payable management (at or similar) Payroll oversight and execution, and related payroll accounting Regular, professional, and cheerful client service and support with a solution focus Development, review, and refinement of documented processes for each client served Regular check-ins and/or meetings with your bookkeeping team to ensure smooth workflow KEY PERSONALITY TRAITS FOR SUCCESS Kindness and honesty are non-negotiable – this is a no-drama environment Humility and ability to ask for help or support is also a must Deep love of data (numbers nerds only need apply) Commitment to putting your team and your clients first, and strong ethics required Sense of humor (it’s just accounting – not life or death!) An innovative, systems approach to tasks A keen ability to identify opportunities for automation and streamlining workflows SKILLS & EXPERIENCE Bachelor’s degree or higher, in accounting or a related field, or 7+ years of accounting experience with demonstrated progressive areas of responsibility CNAP, CNC, or similar nonprofit certification strongly preferred QuickBooks Online ProAdvisor Certification (basic) required; Advanced certification preferred Certification required Advanced Excel and Office365 skills Experience with Asana, Slack, Hive, or similar Comfort with cloud-based technologies and document storage tools Interest in deepening your skill sets as needed to get the job done Excellent communication and writing skills Extreme attention to detail Deep commitment to client confidentiality (NDA required) Extra consideration given to candidates who have demonstrable experience in project or program management US-based applicants only please COMPENSATION & BENEFITS The pay range for this position is $48,000-55,000/year. Increased compensation may be offered based on experience and skills. A flexible, supportive schedule is a primary benefit offered to all our team members. Additional benefits are offered to full-time employees. Benefits will include employer contributions to a QSEHRA plan for medical expenses; 401k with employer match (beginning 2022); Office Equipment, Computer and Cell Phone Allowance; paid federal holidays, sick leave, partially paid parental leave, and unlimited PTO (paid time off). We strive to treat our team not just as we want to be treated, but as they themselves want to be treated. If you have additional benefit needs or requests, please bring them to us during the application process. THE APPLICATION PROCESS We will follow up with applicants who meet the minimum criteria with additional Q&A for you to complete. If selected to advance through the process, we will have a series of video interviews, and you will be required to complete some skills tests. You will also be asked to complete a national background check during the application process and supply at least three references Employment Type: Full Time Years Experience: 3 - 5 years Salary: $48,000 - $55,000 Annual Bonus/Commission: No

Blue Fox


Melbourne, FL
32904 USA


Finance and Insurance

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