Cloud Bookkeeping Manager and Onboarding Specialist

Cloud Bookkeeping Manager and Onboarding Specialist

Firm Description

SRJ Chartered Professional Accountants is ranked as one of the Greater Toronto Area’s top accounting, cloud bookkeeping, and tax accounting firms, servicing clients across the country and worldwide. We are registered with the Chartered Public Accountants of Ontario and are known for providing professional tax and accounting services.

Vision

SRJ Chartered Professional Accountants offers a fresh new take on accounting. Specializing in cloud-based software, we help small-to-medium-sized businesses better manage their finances in a collaborative and paperless way. We help our business owners by solving their problems and giving them honest advice. As a remote firm, our experts utilize innovative technologies to empower business owners with the tools they need to grow their businesses efficiently and effectively. With a strong belief in company culture, we continuously challenge ourselves to provide exemplary service to clients while maintaining a positive work/life balance.

Our Culture

We offer an employee-centric workplace that respects your time, contributions, and value to our team. Through flexible work arrangements, competitive salaries, a dynamic health care plan & a succession planning program, we believe that the only way to grow strong is to grow as a team.

Job Summary

You will be part of a growing national team supporting weekly, monthly and quarterly engagements across a diverse group of industries and deliver on a variety of cloud-based assignments for clients across the country including:

• Setting up clients in QBO and/or Xero, Payroll, and setup of apps with connection to the database.
• Catch up and/or clean up client databases (some clients inherit their existing QBO or Xero databases).
• Documenting the processes, you have established for the ongoing bookkeeping for the team.
• Provide backup to the team for clients you have onboarded.
• Full cycle bookkeeping on various clients in a number of industries.
• Responsibilities include reconciliation of bank balances and credit card transactions, processing of sales and purchases invoices, overseeing payroll processing, and recording ad hoc adjusting entries on a regular basis utilizing cloud-based software and apps.
• Other functions such as GST/HST filings, and month-end/quarterly reviews will form part of your responsibilities.
• Ongoing communication with clients and their representatives throughout the year, utilizing various communication tools.

KEY RESPONSIBILITIES

Staff Planning

• Day-to-day resource and capacity planning for the Bookkeeping team.
• Coordination of work with SRJ’s outsourced bookkeeping partner.
• Create coverage plans, short-term and long-term.
• Communicate effectively and openly with Managers to ensure they understand what support their clients will be receiving.
• Ensure the Bookkeeping team is delivering on client commitments without consistent overtime.
• Plan and execute the distribution of work amongst the Bookkeeping team in light of future resources, such as adding a team member, or process changes determined at a firm-wide level.
• Proactively identify and communicate future capacity requirements to the Managing Partner and HR Manager, such as parental leaves or other anticipated changes in available resources, to ensure known or expected vacancies are addressed.

Performance Management

• Lead the Bookkeeping team to be solutions-focused, client-centric, and a great resource to the rest of the organization.
• Train and mentor employees in their career and skill development at SRJ, including providing opportunities to the team for growth in their roles.
• Effectively deliver positive and constructive feedback to the team.
• Manage performance issues within the Bookkeeping team with support from the Director of Client Services and/or HR Manager.
• Continuously review the performance of the Bookkeeping team and carry out periodic performance reviews.
• Monitor the flow of communication and work between departments to identify opportunities for enhancing the performance of the greater organization, which includes providing opportunities for growth and professional development to employees.

Project Management

• Staying current on deliverables to consistently meet deadlines and commitments to both clients and the SRJ team.
• Optimizing and improving processes and the overall approach to work where necessary.

• Managing team expectations and requests, ensuring the goals of the individual, the team, and the greater organization are appropriately balanced.
• Resource planning, including proactively organizing the team to ensure it is efficiently meeting its current objectives, and adapting the plan in response to dynamic conditions or changing circumstances.
• Provide excellent responsiveness to both clients and the team, including staying current on Triage.
• Collaborate with Client Services Team management on support objectives such as engagement deliverables and other assistance provided to the CSTs.
• Collaborate with leadership and other members of management, where required, on matters such as resource planning and firm-wide initiatives impacting the CSTs as a whole.

Training and Procedure Development

• Support the Sr. Bookkeeping Associate(s) in developing and delivering training plans for new and existing Bookkeepers in areas such as software, workflows, technical accounting, finance, and tax.
• Provide support and mentorship to new and existing Bookkeepers.
• Enhance our current training procedures to ensure they continually evolve to meet the needs of our clients and our operation.
• Work with the Director of Client Services and the HR Manager to coordinate training plans for new hires.
• Review training progress of new hires and existing employees.

Job Requirements and Qualifications

• Experience as a Sr. Bookkeeper, Manager, or equivalent.
• Accounting/business diploma/certificate or equivalent work experience.
• Ability to plan, prioritize and complete multiple projects in a fast-paced environment.
• Excellent verbal and written communication skills.
• Strong organizational skills and ability to multi-task competing priorities.
• Demonstrated leadership skills - managing, coaching, and inspiring others.
• Patient, caring, understanding, and there to support the different learning styles of the new and existing Bookkeepers.
• Demonstrated ability to teach.
• Ability to work both independently, and with little supervision, but willing to ask questions or obtain assistance when needed.
• Expert knowledge of, or demonstrated ability to quickly become comfortable with, various accounting programs, especially Xero and QuickBooks, is required.
• High degree of proficiency with Microsoft Office programs is required.
• Proficient with Google Suite of applications.
• You have a passion for excellent client services.
• Excellent interpersonal skills and demonstrated ability to work effectively with others toward a common goal.

Software Skills Required

• Learn new technology that can be used in increasing efficiency on files and providing a better overall user experience for our clients.
• Xero (preferably Certified)
• Quickbooks Desktop
• Quickbooks Online
• Quickbooks Payroll
• Wave Accounting
• Hubdoc &/or Dext
• Plooto
• WagePoint
• Payment Evolution
• Microsoft (Word, Excel, etc.)
• Excellent Computer skills, word, excel
• CRA Online Services

SRJ Chartered Professional Accountants is committed to the principles of equality and diversity in the workplace. We aim to hire the best candidate for the position based on their qualifications and merit in terms of knowledge, skills and experience. SRJ Chartered Professional Accountants will not discriminate against job applicants on any of the grounds protected by human rights legislation during any phases of the recruitment, screening and hiring process. We welcome applications from persons with disabilities and will provide accommodations during all stages of the hiring process, upon request.