What are the responsibilities and job description for the Bookkeeping Client Manager position at Alternative HR, LLC?
Career Opportunity!
Bookkeeping Client Manager- Yankton, SD
Limestone is seeking an experienced accountant to join the team as a Client Manager. Working out of the Yankton SD office, you'll use your controller-level skills to lead a team of accounting professionals by performing reviews of staff work, monitor deliverables and maintain consistent communication with clients and grow the local market. You’ll elevate our company’s level of service by providing coaching to clients including presenting financial statements and tying out balance sheets. You will lead your team by providing leadership related to business and accounting best practices.
- Bachelors Degree in Business or Accounting.
- 5 years experience in bookkeeping or accounting
- Proficiency in Microsoft Office including Word & Excel, and accounting tools like QuickBooks.
- Attention to detail
- Ability to be self-directed and perform to a high standard
- Understanding of mathematical concepts in a business environment
- Communication, facilitation, and interpersonal skills
- Customer focus
- Organization and planning skills
- Analytical thinking skills
- Ability to collaborate and function in a team environment
What You'll Do!
An A-Player for this Client Manager role is someone who, on a daily basis, embodies Communication, Accountability and the ability to manage deadlines. Their dream is to help Limestone clients receive a transformative experience through bookkeeping and financial understanding related to their business.
Work includes:
- Have fun and promote a positive attitude to clients and team members.
- Review the work of team members and provided feedback to ensure clients receive the highest quality work with communication from staff along the way
- Coach other staff members, especially new staff on The Limestone Way and our Culture Statements
- Meet with clients as needed and provide financial reports as well as cash flow analysis using Limestone tools
- Be available for client one-off requests and questions
- Review monthly invoices for services provided by you and your fellow team members. Communicate scope of work changes and resolve issues
- Collect on past due clients whenever they get behind
- Brand development and sales in the local market
- Develop Relationships with service clubs and business leaders within a 30-mile radius of your location
- Organize and implement local marketing efforts to raise community awareness of Limestone Services
- Work with Limestone Business Development staff to meet with and close new clients
- This position is extremely hands-on and detail oriented. Limestone staff members need to be self-reliant and responsible for managing tasks and deadlines. These include but are not limited to:
- Use team calendar to schedule appointments for client work and internal meetings
- Use task management software to keep track of client and Limestone tasks
- Use QB Time to keep track of billable and non-billable time
- Communicate effectively through voice/text/email with clients and fellow staff members using professional language that is consistent with the vision and values of Limestone
- Work closely with corporate leaders to keep the team and clients informed
- The ability to present information to clients and fellow staff members is critical. Limestone employees must be able to define problems, collect data accurately, establish reliable facts and draw valid conclusions.
- Attend weekly training meetings and contribute to discussions
- Participate in companywide training events
- Use internal and external resources to become a subject matter expert
- Perform other duties as assigned
Our Environment
Work at a client’s facility or other locations. Minimal travel is expected. May be required to work more hours than normal during a regular workweek depending on workload and deadline requirements.
- Competitive pay $65K–$70K DOE, with performance-based raises in the first year.
- $50 per paycheck cell phone stipend.
- Company-paid health insurance premiums above $330/month after 30 days.
- $50/month company-paid AFLAC insurance.
- 401K match after 1 year: 100% up to 3%, plus 50% on the next 2%.
- $50,000 company-paid group term life insurance.
- AFLAC supplemental voluntary insurance available.
- Generous PTO starting at 80 hours your first year, increasing with tenure.
- Carryover up to 40 hours PTO to the following year.
Ready for an Exciting Opportunity?
If you’re passionate about delivering exceptional bookkeeping services, eager to support a growing team, and ready to engage in a culture built on accuracy, accountability, and positivity—apply today!
EOE
Salary : $65,000 - $70,000
