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Bookkeeping Manager
Patriot Software. Lead the Bookkeeping team’s day-to-day functions, including workload assignment, portfolio balancing, throughput, and coverage .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in GAAP-aligned bookkeeping practices, team leadership, and performance management. Capable of conducting quality audits, coaching team members, and improving operational efficiency through data analysis.
Highest-signal resume keywords
GAAP KnowledgeTeam LeadershipBookkeeping ExperiencePerformance ReportingCustomer Issue Resolution
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BookkeepingAccount ReconciliationJournal EntriesTransaction CategorizationGeneral Ledger ReviewMonthly ClosuresData ImportsQuality AuditsPayroll ManagementClean-Up Projects
Soft Skills
Verbal CommunicationWritten CommunicationCoachingTime ManagementProblem-Solving
Certifications & Qualifications
Bachelor’s Degree in AccountingBachelor’s Degree in Finance
Industry Keywords
GAAPPayroll TaxAccountingBookkeeping StandardsPerformance Evaluation
About the role
Key responsibilities & impact- Lead the Bookkeeping team’s day-to-day functions, including workload assignment, portfolio balancing, throughput, and coverage
- Set, document, and enforce GAAP-aligned bookkeeping quality standards
- Conduct regular quality audits of client books and turn findings into coaching
- Complete new account setups, clean-up projects, and monthly book closures
- Perform bank and credit card data imports, journal entries, account reconciliations, transaction categorization, and general ledger review and corrections
- Serve as the highest bookkeeping escalation point for complex customer issues involving payroll, payroll tax, and accounting
- Track and report team performance, quality, and capacity to the Head of Operations
- Represent the Bookkeeping team with Accounting, Product, and internal teams on workflows, tools, and pain points
- Analyze processes and workflows to improve efficiency and reduce manual work
- Develop new-hire training and continuing education content with the Training Department
- Coach and develop team members through weekly 1:1s and performance check-ins
- Interview and hire new team members
- Deliver performance evaluations and follow the disciplinary process
- Maintain professionalism and uphold Patriot’s core values
Requirements
What you’ll need- Bachelor’s degree in Accounting or Finance
- 3+ years of hands-on bookkeeping experience, including monthly closes, reconciliations, and clean-up projects
- 2+ years of experience managing or leading a team, including coaching, performance feedback, and accountability conversations
- Strong working knowledge of GAAP and USA-based accounting, payroll, and payroll tax
- Ability to review books, identify errors or incomplete work, and explain corrections
- Sound judgment and confidence to address work that does not meet standards
- Ability to report on team performance clearly and candidly using data
- Superior verbal and written communication skills with employees and customers
- Proven ability to handle escalated customer issues and customer follow-ups
- Comfort with technology and ability to learn new software and tools quickly
- Ability to remain composed and solution-focused during challenging interactions
- Ability to stay organized, prioritize tasks, and manage time effectively
- Capacity to accept and use constructive criticism
- Self-motivated and eager to continue learning
- Dedicated, quiet home workspace with reliable high-speed internet, desk, and chair
- Legally eligible to work in the United States
Benefits
Comp & perks- Paid time off, inclusive of vacation and sick time
- Paid holidays
- Medical, dental, and vision insurance
- Section 125 HSA and FSA accounts
- Benefits beginning the first of the month following hire
- Company-paid life, short-term, and long-term disability insurance
- 401(k) with company match
- Up-to-date hardware and equipment provided
- Flexible scheduling and opportunities for advancement
- Engaging and collaborative company culture
- Education reimbursement
- Home office setup stipend after introductory period