What are the responsibilities and job description for the Staff Accountant, Client Manager position at Winmoor Accounting?
Company Overview
We are Winmoor Accounting! We have been a remote accounting firm for over 10 years. Being remote is not new to us. As a Top 100 Intuitive Accountant residing just outside the Washington DC Metro Area, we provide CFO, Accounting, Bookkeeping and Payroll services to Entrepreneurs and business owners all across the USA.
Summary
Are you an experienced accounting professional who loves working with numbers and helping business owners succeed? Do you enjoy providing practical, straightforward financial advice while managing a small team? If so, we’d love for you to join our team!
We are currently seeking a Staff Accountant / Client Manager for a full-time, fully remote position. In this role, you'll work from the comfort of your home while delivering exceptional service to clients and guiding a small team of bookkeepers.
What You'll Do:
- Serve as the primary point of contact for a portfolio of A and B tier of small business clients.
- Review and oversee bookkeeping work to ensure accuracy and compliance.
- Provide practical financial insights and advice to clients in a clear, uncomplicated manner.
- Manage, support, and mentor a team of bookkeepers.
- Prepare financial reports, reconciliations, and other accounting tasks as needed.
- Collaborate with clients and internal team members to ensure timely delivery of services.
What We’re Looking For:
- Proven experience in accounting or bookkeeping (5 years preferred).
- Strong knowledge of QuickBooks Online.
- Excellent communication and client relationship skills.
- Experience managing or mentoring a team is a plus.
- A proactive, detail-oriented, and client-focused mindset.
- Ability to work independently and manage multiple priorities in a remote setting.
If you're passionate about helping small businesses thrive and enjoy working in a supportive and flexible environment, we’d love to hear from you!
Requirements
- Bachelors’ accounting or business management
- 5 years’ experience in Accounting
- 5 years’ experience using QuickBooks Online
- 5 years in U.S. Public Accounting with experience in tax and business advisory
- Professional demeanor — we value a respectful, drama-free work environment.
How to Apply - No phone calls, please.
Think you’ll rock this job?
Apply here: https://form.jotform.com/252405202596150
Don't apply for this job if you already have your own business or a few clients you want to retain while working for us. We are looking for someone that will be 100% committed to our company. Also, if you talk like a sailor, you will be very uncomfortable here. This is a wholesome, respectful and professional environment. However, if you are a perfectionist at heart and find fulfillment reassuring people that might be fearful, have anxiety or frustration around money/taxes, then you might want to apply for the opportunity to join our team.
Candidates moving forward in our process will need to complete a QuickBooks Online assessment. Our final candidate must pass a background check.
All qualified applicants are encouraged to apply
We are proud to be an equal opportunity employer.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) 3% Match
- 401(k) matching
- Health insurance
- Paid sick time
- Paid time off
- Retirement plan
- Work from home
Work Location: Remote
Salary : $65,000 - $70,000