What are the responsibilities and job description for the Bookkeeping/Payroll Manager position at Balanced Accounting & Tax Services Inc?
About the Role
We are looking for an experienced Bookkeeping & Payroll Manager to join our team. This is a key leadership role overseeing our bookkeeping staff and day-to-day bookkeeping and payroll operations. The right person is someone who works independently, takes ownership, and doesn't need to be micromanaged.
This position offers a flexible seasonal schedule — reduced hours during the off-season with full-time hours during tax season. It's a great fit for someone who values work-life balance most of the year and is ready to roll up their sleeves when it counts.
Responsibilities
- Oversee and support front office bookkeeping staff
- Process and manage client bookkeeping and payroll reports
- Prepare and review client financial statements
- Assist with intake and onboarding of new clients
- Help prepare and process simple tax returns during tax season
- Serve as the go-to resource for staff questions, keeping operations running smoothly
- Manage an existing portfolio of QuickBooks bookkeeping clients
What We're Looking For
- Associate's degree in Accounting or related field preferred; equivalent work experience considered
- Minimum 3-5 years of bookkeeping and payroll experience
- Prior supervisory or lead experience preferred
- Experience with Accounting CS and/or QuickBooks (we use both)
- Familiarity with Lacerte, UltraTax, SmartVault, or Financial Cents a plus
- Comfortable learning and working in a multi-platform digital environment — we are actively modernizing our workflows and looking for someone who embraces technology
- Strong attention to detail and ability to work independently
- Someone who takes initiative, follows through, and owns their work
Schedule & Compensation
- Seasonal schedule: reduced hours off-season, full-time during tax season (January–April)
- Starts at $24/hour commensurate with experience
- Profit sharing bonus
- Supportive, close-knit team environment
Pay: From $24.00 per hour
Benefits:
- Retirement plan
Work Location: In person