Client Accounting Manager

Who We Are

At Accounted, we believe in the power of financial clarity. We provide premium virtual accounting services that help small business owners make confident, informed decisions.

We’re not a traditional firm. We’re modern, proactive, tech-forward and client-focused. And we care just as much about how we work as what we deliver.

Your Role

This isn’t just another accounting role.

You’ll start by working directly with a Co-Founder, learning how we deliver high-quality accounting and advisory services. From there, you’ll grow into leading your own pod - managing a portfolio of clients, mentoring Associates and owning outcomes.

If you’re someone who wants to:

• go beyond bookkeeping and basic accounting
• build relationships with clients and have a real impact on helping them run their businesses
• lead and develop a team

…this role is designed for you.

How We Work

In our model, Associates (Junior Accountants) lead day-to-day client relationships and execution. Your role as the Advisor is to ensure the work delivered to clients by your team of Associates is insightful, complete and high-quality - while coaching and supporting the team behind it. 

You’ll step in for complex situations, but Associates lead the day-to-day.

Our Values

• Helping People - We make things clearer, easier and better for the people behind the business.
• Doing The Right Thing - We value integrity and use it to guide us through complex situations. We are resolute - we do what we say and we stand by our word.
• Confident Boundaries - We’re clear, honest and respectful. We hold space for great client relationships without overextending ourselves or compromising on what matters.
• Figuring Things Out - We’re resourceful problem-solvers - whatever comes up, we figure it out. Our curiosity and creativity help us find the best path forward.
• Practical Excellence - We strive for excellence with common sense. We know when precision matters - and when flexibility leads to better outcomes.

What This Role Looks Like

Phase 1: Learn + Execute

• Own core accounting work processes (month-end close, payroll, AP, etc)
• Learn The Accounted Way systems and standards
• Begin building client relationships

Phase 2: Review + Coach

• Work with an Associate 
• Review work and provide feedback
• Manage timelines and deliverables across clients

Phase 3: Build + Lead

• Lead a pod of 1-2 Associates
• Manage client relationships end-to-end, with Associate still handling the day to day
• Participate in hiring and developing your team
• Operate independently with leadership support

What You’ll Own

Financial Strategy & Advisory

• Deliver insights that help clients make better decisions
• Build budgets, forecasts and KPI reporting tools
• Proactively identify risks and opportunities

Quality & Accuracy

• Ensure all client deliverables contain relevant and useful information while being delivered on time
• Review work and maintain high accounting standards
• Handle complex accounting when needed

Team Development

• Coach and mentor Associates
• Provide clear, actionable feedback
• Help others grow in confidence and skill

The Kind of Person Who Thrives Here

You’re not just technically strong - people genuinely enjoy working with you!

• Clients trust you and feel taken care of
• You communicate clearly and confidently
• You’re warm, but not a pushover - you value holding confident boundaries
• You can give feedback without making it awkward or personal
• You bring personality - not just professionalism

What You Bring

Must-Haves:

• 4-6+ years of full-cycle accounting experience
• Complete mastery of Quickbooks Online
• Strong understanding of month-end close and financial reporting
• Experience reviewing work and mentoring others
• Comfortable working directly with clients

Bonus:

• Experience in a virtual accounting firm
• Familiarity with tools like Gusto, Bill.com, Melio, Karbon, FactorApp

This Role Isn’t For You If:

• You prefer to stay heads-down and avoid client interaction
• You don’t enjoy mentoring or giving feedback
• You need constant direction or oversight
• You’re looking for a purely task-based accounting role

Why Accounted

• Clear ownership of client portfolio
• Values-driven culture (we actually live them)
• Autonomy + accountability
• A team you’ll genuinely enjoy working with

The Bottom Line

This is a role for someone who wants to:

• Do meaningful accounting and advisory work
• Build strong client relationships
• Lead a team