Bookkeeping Supervisor

Job Purpose:
To provide leadership and oversight to the bookkeeping team, ensuring accurate and timely financial records for multiple clients. This role involves supervising bookkeepers, maintaining a small client list, monitoring key performance indicators (KPIs), and ensuring client satisfaction.

Key Responsibilities:

1. Supervision and Review:
   • Conduct in-depth reviews of bookkeepers' work on a quarterly basis.
   • Oversee and review the work of multiple bookkeepers to ensure accuracy and compliance with company standards.
2. Team Leadership:
   • Provide support and leadership to the team, fostering growth and development of team members.
   • Monitor KPIs of staff to ensure high performance and address any issues promptly.
3. Client Communication:
   • Speak with escalated clients to ensure client satisfaction and resolve any issues.
   • Maintain a small client list and provide high-quality bookkeeping services.
4. Process Improvement:
   • Learn new processes and procedures to improve team efficiency and effectiveness.
   • Implement and monitor standard operating procedures within the team.
5. Administrative Tasks:
   • Perform all other duties that may be assigned by Company management from time to time.

Competencies:

Integrity

• Demonstrates ethical behavior consistently and sets a positive example for the team.
• Addresses complex ethical issues independently and ensures confidentiality in all situations.

Accountability

• Manages workload and team projects with minimal supervision.
• Takes full responsibility for team outcomes and proactively addresses issues to ensure success.

Customer Focused

• Independently addresses and resolves complex customer inquiries and complaints.
• Consistently seeks ways to improve customer satisfaction and implements customer feedback.

Time Management / Organization

• Plans and organizes team tasks and projects efficiently.
• Balances multiple team tasks and projects effectively using advanced organizational tools.

Communication / Collaboration

• Communicates effectively in a variety of settings, tailoring messages to the audience and situation.
• Facilitates productive team discussions and meetings, ensuring clear communication.

Teamwork / Developing Others

• Contributes to and drives team goals and objectives.
• Builds positive relationships with team members and resolves conflicts effectively.
• Provides support and leadership to develop team members' skills and knowledge.

Self-Motivated / Critical Thinking

• Takes initiative to improve team processes and outcomes.
• Manages team workload and sets personal and team goals.
• Pursues continuous learning and development for self and team.

Required Qualifications:

• Minimum 3 years of experience with QuickBooks (Desktop and Online preferred).
• Bachelor’s degree required
• Moderate knowledge of Excel.
• Proven knowledge of bookkeeping and general accounting principles.
• Ability to read and interpret financial statements.
• Experience managing multiple client accounts at one time.
• CPA firm experience preferred.

Preferred Qualifications:

• Experience with managing AR accounts and DocuSign.
• Previous experience in a consulting firm or a related field.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Team Efficiency: Monitored through timely completion of team tasks and assignments.
• Communication: Responsiveness to client communication and team collaboration.
• Accuracy: Ensuring accuracy in document preparation and financial data management.

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment.

Salary : $60,000 - $90,000