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Accounting Specialist
2 weeks ago
519 Southwest Blvd, Kansas City, MO 64108, USA
This position is based in the Kansas City, MO area, and offers remote and hybrid work arrangements. Applicants should either currently reside in a 50-mile radius of the Kansas City Metro area or plan to relocate to the Kansas City Metro area.
e2E helps startups, small businesses, and nonprofits successfully grow to the next level by providing the strategic finance, human resources, payroll services, and/or tax expertise they need to succeed, freeing them to focus on the growth and profitability of their businesses.
To learn more about e2E, visit our website at www.e2ekc.com.
The Accounting Specialist Team Lead will report to the Director of Accounting Services and will lead the e2E, LLC Accounting Specialist team. This role is responsible for staffing assignments, quality standards, and internal team and external client experiences.
As the Accounting Specialist Team Lead, you will be the main contact and coordinator for the Accounting Specialist and will be responsible for managing and developing associates, streamlining processes, and delivering service with a high level of understanding of accounting principles. This role will also be responsible for solving and researching the unique accounting needs of our clients' industry.
Key Responsibilities
- Lead the Accounting Specialist team, delivering all client bookkeeping services, including accounts payable and payment processing, credit card coding, customer invoicing and accounts receivable management, compliance, month-end duties, data analysis/inquiries, assistance with financial statement preparation, cash balance monitoring, and other bookkeeping services.
- Hire, train, develop, and manage the team's day-to-day operations.
- Manage team performance and provide timely, constructive coaching.
- Collaborate with CFO/Controller Leads, Accounting Consultants, and Payroll and Benefits Consultants to identify opportunities to improve the client experience, quality, internal team workflows, and/or efficiency.
- Manage bookkeeping team structure, operations, and daily associate assignments.
- Coordinate with the Accounting Onboarding team to ensure a smooth transition of bookkeeping services by executing all new client bookkeeping onboarding processes and tasks including:
- GL mapping
- Update the client's accounting records and correct accounting practices; create efficiencies in the client's accounting files (bank rules, automatic report generation, etc.).
- Produce the first month of Accounting Specialist work
- Draft accounting manual and accounting checklist for all new clients (using templates)
- Smooth transition to the Accounting Specialist team
- Other onboarding duties as required.
- Build and optimize scalable processes, standards, and quality metrics for the Accounting Specialist team.
- Document team processes and standards.
- Other duties and responsibilities as identified or needed to help drive our Vision and abide by our client promise to help our clients grow.
- Excellent managerial and supervisory skills;
- Excellent interpersonal communication and diplomacy skills (including client service);
- Proven ability to build trust with colleagues and team members;
- Excellent written and verbal communication skills;
- People and process-focused, flexible, organized, and able to work in a fast-paced environment.
- Ability to continuously evaluate and implement emerging accounting technologies to improve accuracy, efficiency, and the client experience.
- Bachelor's degree required and Accounting degree or concentration strongly preferred
- 5+ years of related experience including bookkeeping, bank and credit card reconciliations, AP/AR accounting, payroll, monthly close, adjusting entries, financial statement preparation, financial analysis and monitoring, and other related experience.
- 2+ years in a supervisory or management role.
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including healthcare and retirement plans.
- Professional development opportunities and ongoing training.
- Collaborative and innovative work environment.
- Opportunity to work with diverse and exciting clients.
- A company culture that values creativity, initiative, and growth.
