[Hiring] Accounting Manager @DiLucci CPA

Role Description

If you love clean books, clear systems, and taking ownership of the accounting process—this role is for you. As an Accounting Manager, you’ll manage your own portfolio of bookkeeping clients, oversee day-to-day accounting execution, and assist with answering client questions as they arise. This role works primarily behind the scenes to keep financials accurate and organized, with occasional client communication—primarily via email. It’s ideal for an experienced QuickBooks professional who can work independently, communicate clearly when needed, and keep books clean without hand-holding.

Key Responsibilities

• Client Bookkeeping Ownership
  • Manage and maintain an assigned book of bookkeeping clients
  • Perform monthly and quarterly bookkeeping in QuickBooks Online
  • Ensure accurate categorization, reconciliations, and financial reporting
  • Maintain clean, audit-ready books aligned with firm standards
• Client Communication & Support
  • Communicate clearly and professionally via email with clients regarding transactions, questions, and follow-ups
  • Proactively request missing information and resolve discrepancies
  • Escalate issues appropriately when needed while maintaining client confidence
• Back-End Bookkeeping Administration
  • Handle bookkeeping-related admin tasks including transaction reviews, reconciliations, and documentation
  • Maintain organized workpapers and supporting schedules
  • Track and manage deadlines across multiple clients
  • Ensure bookkeeping workflows are followed consistently and efficiently
• Quality Control & Firm Collaboration
  • Maintain high accuracy and consistency across all client files
  • Collaborate with tax, planning, and internal teams as needed
  • Identify inefficiencies or recurring issues and suggest process improvements
  • Uphold firm values through accountability, responsiveness, and attention to details

Role Expectations

• Independently manage a full bookkeeping client load
• Maintain timely and professional client communication
• Deliver consistently accurate financials with minimal rework
• Meet deadlines and proactively communicate if issues arise
• Operate with minimal oversight while following firm systems

Qualifications

• 3–5 years of bookkeeping or accounting experience
• Extensive knowledge of QuickBooks Online
• Strong understanding of reconciliations, categorization, and financial reporting
• Proven experience managing bookkeeping clients independently
• Excellent written and verbal client communication skills
• Highly organized, detail-oriented, and dependable

Our core vision & values

• Vision: To make valuable tax and accounting education and services available to everyone.
• Non-Negotiable Values:
  • Fun Tax Energy (FTE)
    • Bring Positive Energy – Approach your work with focus and enthusiasm knowing that your energy is contagious.
    • Operational Excellence - Do great work because we care about being the best. We take pride in the details, raise the standard, and treat excellence as part of the job.
  • Speed Drives Results
    • End of Day Mentality - Move with urgency. We do not let work sit when it can be finished, advanced, clarified, or unblocked today.
    • Grow Through Action – Pursue learning, skill-building, and progress by doing. Ask questions to learn not just what to do, but why it matters.
  • Own the Outcome
    • Resourceful Problem-Solving – We do not stop at the first obstacle. We ask better questions, find the right resources, and keep moving until the problem is solved.
    • Fierce Independence – Follow through on what you say you will do and take responsibility for outcomes under your control.
    • Communicate Early and Clearly – We share status, raise issues early, and make sure the next step is clear before confusion becomes a problem.