What are the responsibilities and job description for the Director of Bookkeeping Operations position at Cicerone CPA Firm?
The ideal candidate is a highly analytical leader who will join our senior management team. You will be responsible for leading the company's day-to-day business operations (managing the company budget, ensuring operational compliance is followed, addressing administrative issues, and managing the bookkeeping team).
Responsibilities
- Lead the team: Hire, train, supervise, and develop bookkeepers; assign workloads and build a career path.
- Own client relationships: Serve as lead point of contact for bookkeeping clients, explain financials clearly, resolve issues, and flag tax and advisory opportunities to the CPA team.
- Build the bookkeeping system: Standardize onboarding, chart of accounts templates, monthly close checklists, and written procedures; select and manage the technology stack.
- Ensure quality: Review work before it reaches clients, track key metrics (timeliness, error rates, workload), and keep books tax-ready.
- Collaborate with the firm: Work with the tax and advisory team on planning, pricing, and capacity for growth.
- Required: 7 years of bookkeeping experience, including 2-3 in a lead role; full-charge bookkeeping through financial statements; advanced QuickBooks Online ; proven process-building and people management; strong client communication.