Accounting Manager – The Maestro of Month-End & Client Confidence

📍 Location: Remote – US Based

🧾 Reports To: Owner/Visionary/Resident Nut Job

🔧 Role Type: 80% Tactical, 20% Strategic

About the Role

This isn’t a “stay in the back office and crunch numbers” kind of role. As our Accounting Manager, you’re the head chef of the OTA accounting kitchen. You’ll still be hands-on with the trickier recipes—construction accounting, real estate, complex clean-ups—but your bigger responsibility is making sure the whole kitchen runs smoothly.

That means leading and supporting our team of Accounting Specialists and Senior Specialists, checking the quality of the work before it goes out the door, and making sure clients consistently get the five-star service they deserve. You’ll guide the team, jump in when the work gets complex, and keep everything running efficiently, on time, and with our signature OTA flavor: accurate, approachable, and a dash of fun. (Que the gif of the guy sprinkling salt)

Your mission? Deliver high-quality client work, mentor your team to grow their skills, and help build our reputation as the accounting firm with whom business owners actually enjoy working with.

Key Responsibilities

1. Client Engagement – Relationship Builder & Trusted Advisor

- Lead all client onboardings, ensuring the experience is smoother than a perfectly reconciled bank account.

- Run monthly client financial reviews with clarity and confidence—explaining complex topics in plain English.

- Handle escalations like a financial first responder: calm, competent, and solution-focused.

- Build long-term relationships with clients that reflect OTA’s values and create raving fans.

2. Complex Accounting & Technical Work – The Numbers Ninja

- Take the lead on construction and real estate clients (job costing, inventory, accrual accounting, progress billing).

- Handle clean-up projects, from rebuilding charts of accounts to fixing neglected or inaccurate books.

- Manage advanced accounting tasks like full-cycle AP/AR, reconciliations, and closing entries.

- Stay ahead of industry changes, tech tools, and AI in accounting to keep OTA future-ready.

3. Operational Excellence – Keeper of Quality & Accuracy

- Ensure all client deliverables meet OTA standards for timeliness and accuracy.

- Partner with the Operations Leader to maintain and improve SOPs for accounting workflows.

- Proactively identify opportunities to streamline processes and improve client outcomes.

- Contribute expertise to training and mentoring—helping Accounting Specialists level up.

4. Team Management – The Mentor, not the Micromanager

- Lead a team of 2–4 Accounting Specialists (think: coach, guide, and occasional morale booster).

- Make sure tasks and deliverables are on track in our practice management system (Financial Cents—which is not nearly as fun as actual cents, but way more important).

- Do bi-annual performance reviews, helping your team level up their skills and feel like rockstars.

- Be the go-to problem solver when your team needs guidance (no tax question is too big or too small).

5. Content Collaboration

- With feedback from you team spotting great content ideas from real client questions and challenges.

- Provide the technical expertise by dropping knowledge bombs that can helps us create content that’s actually useful (and maybe even fun!) for our clients and prospects.

- While we won’t force you to become the next YouTube accounting sensation, we’d love for you to join the party and contribute to making content when you can. Whether it’s jumping in on a video, helping with a blog post, or just brainstorming ideas—your input is golden!

Who You Are:

- Experienced: 5+ years in accounting, including complex client work. Must have experience in a multi-client bookkeeping/CPA/Accounting firm type of environment

- Strong preference for construction/real estate experience. or the ability to prove you can learn it fast . Like Usain Bolt fast. This is not a task for the faint of heart or average account. If you think your super special and better than everyone else…but also humble about that… we’ll consider you without construction experience, but you’re going to need to prove it with very specific examples

- Certified: QBO ProAdvisor (required within first 30 days). Xero Certified Advisor is a plus.

- Client-Facing: You’re confident talking to business owners, explaining financials, and guiding them toward better decisions.

- Problem Solver: You don’t panic at messy books—you roll up your sleeves and get them back on track.

- Collaborative: Even without direct reports, you love teaching, sharing knowledge, and raising the bar for the team.

OTA Core Values (a.k.a. How We Roll)

- Human First: We treat every person—team or client—with kindness, empathy, and respect.

- Team Second: We work collaboratively, share the load, and lift each other up (no solo accounting islands here). You’re also not a bench warmer for your clients, so get in there and make a difference!

- Appreciation of Humor: We take our work seriously, not ourselves. Bonus points if you bring your best accounting memes.

- Join the Party!: We show up, stay engaged, and bring our full selves to the table—every email, meeting, and deadline.

What We Offer

Pay: $75,000-$90,000, depending on your experience and certifications

Benefits:

- Simple IRA with up to a 3% company match

- Health insurance stipend (for full-time folks)

- 2 weeks PTO + 9 company holidays (up to unlimited PTO with tenure)

- $1000 annual Fitness/recreation stipend

- Profit Sharing

Flexibility: We care a lot more about taking care of our clients, than what hours you have your butt in a chair, so you’ll have flexibility about when you get your work done so long as the team and clients are being supported.

A Team Rowing in the Same Direction: We’re a remote crew that supports each other like we’re in the same boat…or office…even though we’re not.

Our Team Accounting

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Accounting Manager – The Maestro of Month-End & Client Confidence