Job description

Do you want to make a difference in the lives of small business owner’s each day? Join our team as an Accounting Manager! Each manager oversees a team of 3-4 Staff Accountants or Bookkeepers. They are responsible for reviewing, training and developing their team with a constant feedback loop. The Manager and their team have the opportunity to present financial data directly to clients each day and have a direct impact on client success.

Qualifications for the position:

• You have the heart of a teacher
• You are excited to mentor your team members and see them grow (accounting, tax, analysis, presentation skills, etc)
• You don’t need to micromanage your team, but if they are in the weeds you won’t hesitate to roll up your sleeves and get in the trenches with them
• You are comfortable inspecting what you expect and holding your team accountable for their deliverables
• You love working with clients and having a direct impact on their business
• You have strong technical accounting and critical thinking skills
• You are comfortable enough with tax topics to advise clients. No tax preparation involved, but you will need to advise clients on tax implications of basic situations. For questions that have you stumped, you’ll be able to confer with the tax team.
• When you don’t know the answer, you figure out what it is
• You’re great at juggling multiple priorities and like to stay busy
• You have strong communications skills, both written and verbal
• You are tech-savvy and aren’t afraid to maximize the tools at your disposal
• You love helping people, thinking outside the box, going the extra mile.
• You are confident in your accounting skills, while knowing when to say “let me check on that” in order to give your client accurate information
• You are used to managing competing priorities and adjusting your “to do” list as the day goes on.

People who have done well in this position:

• Tax managers who want to get off the tax season roller-coaster and work directly with clients
• Self-employed accountants who want to be surrounded by a team and work collaboratively
• Strong accountants who are currently managing a few team members but don’t have any upward mobility at their current firm.
• Accounting Managers who would like the flexibility of remote work (after the training period)

GreenOak accounting is the industry leader in accounting for mental health. Our team of accountants work directly with their clients each day and have the opportunity to truly make a difference in their client’s businesses. Our team cares deeply about our clients and their success, and we are dedicated to exceptional client service. We are responsive and thorough, and when we don’t know the answer we will find it.

This will be an in-office position for 60-90 days while you learn the ins and outs of accounting for mental health and GreenOak’s processes. After this period the position will be hybrid/remote.

A day in the life of an Accounting Manager:

8am: Check emails, plan the day ahead

9am: Team meeting with your direct reports. Align on priorities, troubleshoot any issues, look ahead at the upcoming client meetings.

10: review monthly reports and analyze the data to respond to a client’s question

Noon: lunch break

1pm: client meeting

2pm: Internal meeting with leadership team

3:30pm: client meeting

4:30 email check, review reports for tomorrow’s client meetings

The opportunities for growth are endless!

What our clients say about us:

“The one thing that has not been a source of worry, stress, or worse over the past week is my business - which, in no small part, includes you all.”

“ I feel empowered to look at my finances more deeply and actually meet my goals instead of crossing my fingers and hoping.”

“OMG…. I LOVE how GreenOak breaks down complex accounting concepts and applies it to our industry specifically.”

“Grateful for you and the team and GreenOak! You deliver the tough messages I need to hear when I deserve them!!”

We are actively engaged in building an inclusive, equitable accounting firm. We encourage you to apply if you share those values and want to work with a company with a diverse team and clients.

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement
• Vision insurance
• Work from home

Physical setting:

• Office

Schedule:

• Monday to Friday

Application Question(s):

• During the interview process, you will may see client info and other trade secrets. Submitting your application requires an agreement to not use, nor release any sensitive info discovered during the interview process. Do you agree? Please sign your name.

Experience:

• Public Accounting Firm: 2 years (Required)

License/Certification:

• CPA or EA (Required)

Work Location: Remote

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