Job Summary

About The Accountkeepers
The Accountkeepers is not your typical bookkeeping firm. We are the better alternative to hiring an in-house bookkeeper. Every Accountkeepers client has a dedicated accounting team – an accounting associate for the day-to-day work, and an accounting manager to ensure it's all done correctly. While our company is virtual, our teams interact with each other and their clients face to face through video calls, enabling our team to have a personal relationship with our clients.

The Accountkeepers also leverages the best accounting technology available, allowing us to automate roughly 50% of our clients' bookkeeping work. This increases accuracy, and lowers cost.

Controller Job Description
The Accountkeepers is looking for an experienced Client Accounting Services professional who is interested in working at a different kind of company. You’ve read our Workplace Values below, so you know what we mean by that. We are looking for someone who takes pride in serving their clients, is an excellent communicator, loves accounting, treats their clients and colleagues well, embraces accounting technology, works well in a fast-paced and changing environment, and doesn’t need an office environment to work successfully.

The Controller will serve as the senior contact for multiple client companies, and will be responsible for the ongoing accounting operations, including preparation of monthly financial statements, and oversight of all accounting operations, systems, and processes per the client engagement. All accountants at TAK use a lot of technology on a daily basis, so anyone in this role should embrace – and enjoy! – accounting technology.

The successful candidate would have 10+ years of progressive accounting experience at a variety of different companies, starting with full-charge bookkeeping, and progressing to a Controller or Finance Director role, with at least three years’ experience working in a client-facing role in a multiple client environment. Strong customer service skills, an ability to multi-task, and excellent organizational skills are also imperative. We are also a company that values our people and treats them well. The successful Controller will exhibit these values.

Controller Responsibilities and Expectations:

• Serve as the senior contact for all clients assigned to you and accept full responsibility for all work in the engagement. This includes ensuring the quality and completeness of work performed by other accountants working on your team.
• Training and mentoring Senior Accountants who are assigned to perform work for your client engagements.
• You and your team will be responsible for all recurring client accounting work including:

-  All client accounting, including all reconciliations, all adjusting entries, and monthly close
-  AR accounting, including invoicing and overdue collections
-  Paying client’s bills using Bill.com
-  Running payroll
-  Creating Accounting Checklists and Client Maps for all your clients, and updating those documents as the clients change
-  Generating, distributing and e-filing 1099s annually
-  Supporting clients’ Workers Compensation audits
-  Completing clean up accounting work to bring new clients’ files up to date and/ or correct any errors
-  Communicating with clients weekly on outstanding accounting questions
-  Meeting with clients monthly (via video conference) to review their financial statements
-  Be very familiar with each client’s unique engagement and manage the scope of work.
-  Embrace our policy of using video calls to communicate with clients at all times.
-  Be comfortable liaising with our clients’ CPAs when needed
-  Using checklists and manuals daily to ensure everything gets done in a timely manner and nothing gets dropped.
- Check in with clients periodically to maintain the relationship.

The Ideal Candidate Has:

• Updates financial models and balance sheet schedules
• Ownership of client relationships
• 10+ years of progressive accounting experience including at least 3 years as a full charge bookkeeper or staff accountant,andat least 3 years as a Controller or Finance Director
• 3+ years of experience in a client-facing role in a multiple-client environment required
• Bachelor’s Degree in Accounting required
• Experience running payroll and preparing 1099s
• Experience with QuickBooks products (Online, Desktop, Enterprise)
• Experience with Expensify, Bill.com, Concur, and/ or other similar tools
• Experience using Excel to create forecasts, analyses and charts using the more frequently used commands
• Experience managing accounting staff
• Strong familiarity with GAAP required
• Comfortable with, and enjoy using, new technologies
• Experience working remotely, self-starter work ethic
• You will have multiple clients, so you have to be organized
• You don’t shy away from a challenge, and like fast-paced work environments
• Must be a strong team player with a sense of humor
• Please note, we can only consider candidates who are already authorized to work in the United States

Perks of Working at The Accountkeepers:

• Work from home
• Unlimited paid time off, with the understanding that you are responsible for ensuring your work is covered while you are away
• Salaried position, competitive pay
• Medical, dental, and vision benefits
• FSA and HSA offered
• 401k options
• Life insurance
• Short-term and long-term disability insurance
• Flexible schedules available
• Training opportunities
• Paid parental leave

Our Hiring Process

Thank you for your interest in our Controller position!  We thought you would appreciate a summary of the hiring process, so you know what to expect. We also ask that you please read our Workplace Values below to make sure we’re a good match before submitting an application.

-        All applications are reviewed as they are received.

-        Select applicants will be asked to submit a short writing sample, responding to specific prompts we will provide. Writing samples may be followed by a brief phone interview.

-        Select candidates will be invited to a first-round interview, including a skills assessment, via video conference.

-        Final interviews are held with the hiring manager via video conference.

-        If selected for this position, we will request references from past employers and conduct a background check.

To apply: please submit your resume and cover letter through our parent company, inDinero, using this application link:https://indinero.bamboohr.com/jobs/view.php?id=21

THE ACCOUNTKEEPERS WORKPLACE VALUES

This is not your ordinary work environment. We are building a community of awesome accounting professionals whose company will workforthem, not just the other way around. The culture of this company is one of generosity. It is a culture of we and not I.

First, our Company Values, which can be found on our website, are also Workplace Values.

And, a few other Values specific to TAK’s Workplace include:

Flexibility.

TAK is a 100% remote workplace. We believe in flexible schedules, we don’t track vacation days, and we don’t mind people working a non-traditional schedule.  If it works for your clients and your team, it works for TAK. We hire competent professionals who know how to manage the many demands on their time, and we trust them to do it successfully.

Team-based Independence.

We designed The Accountkeepers’ workplace so that it feels like you’re working for yourself, but without any of the downsides like unreliable pay and insecurity. With us, you get flexibility, a reliable paycheck and amazing benefits. But you also get a team. TAK team members support each other constantly, working independently to achieve common goals.

Communication.

As a remote work environment, effective and timely communication is vital. Communication with our clients and communication with our colleagues. We treasure open, honest, and vulnerable conversations. Without successful communication channels, we cannot achieve our goals for our clients or our company.

Being organized.

Working remotely for multiple clients means you have many demands on your time, from many different angles, so you need to be incredibly well organized.

Capacity.

You should always have capacity to help a colleague who’s out on parental leave, research a new technology that could help our clients or help us, or step in for someone on vacation. We should never be at full capacity with our regular day to day work. If you are, speak up!

Balance.

We believe in work life balance, however you define it. We believe in being fully present when you’re “on” and disconnected when you’re “off”. We don’t believe in burning the candle from both ends.