Accounting Director

TAYLOR TAX STRATEGY

  • Louisville, KY
  • $54,000-64,000 per year
  • Permanent
  • Full-time
  • 28 days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Position: Accounting DirectorPrimary Function:Oversee all accounting operations—including bookkeeping, client enrollment, strategy implementation, and service delivery—while leading team performance, ensuring timely execution, and driving efficiency and cross-functional collaboration.Reports To: Chief Operating Officer (COO)Employment Type: Full-TimeLocation: In Office Preferred (Louisville, KY)Schedule: 40 hours per weekCompensation:
  • $54,000 – $64,000 annual salary
  • 401(k) with 4% company match
  • Health, vision, and dental reimbursement
  • Phone reimbursement
Key Performance Indicators (KPIs):
  • 100% of Deliverables Completed & Sent: All client deliverables (e.g., financial statements, reports, reconciliations) are completed and delivered on time.
  • 100% of New Clients Enrolled Within 2 Weeks: If client delays occur, the Director ensures escalation or offboarding procedures are followed correctly.
  • 100% of Client Tax Strategies Implemented: All client tax strategies are successfully implemented and documented.
  • All Clients Responded to Within 48 Hours: Maintain excellent communication response standards.
Responsibilities:Service Management:
  • Oversee all client services, including bookkeeping, onboarding, and tax strategy execution.
  • Ensure accuracy, timeliness, and quality in all deliverables.
  • Coordinate with Strategic Account Reps (SARs) and Bookkeepers to manage communication and workflow.
  • Use tools like the CRM to maintain organized, efficient processes.
Client Services Oversight:
  • Manage the delivery and invoicing of additional paid client services.
  • Supervise SARs and ensure accurate delegation and follow-through.
Team Leadership:
  • Lead hiring, firing, performance reviews, and team development.
  • Facilitate and delegate department meetings as needed.
  • Provide training and mentorship to accounting team members.
Cross-Department Collaboration:
  • Attend weekly Power Meetings with the COO and Rise Meetings with other Directors.
  • Participate in quarterly performance reviews (preferably in person).
  • Serve as the main point of contact between Sales and Accounting for escalations and scope changes.
  • Work closely with the Tax & Strategy Director to ensure smooth handoffs and consistent client service.
Efficiency & Profitability:
  • Leverage technology, AI, and team resources to drive efficiency and profitability.
  • Regularly evaluate and improve operational processes.
Processes You’ll Manage:
  • Bookkeeping
  • AMA (Ask My Accountant) Check-Ins
  • LLC Setup & Registration
  • EIN Setup
  • Payroll / ADP
  • Monthly Invoicing
  • Client Enrollment (Bookkeeping)
Note: Additional processes may be added as needed.Required Qualifications:
  • 5+ years of experience in accounting or bookkeeping, including 2+ years in a management or supervisory role
  • Proficiency in QuickBooks Online and QuickBooks Desktop
  • Experience with real estate bookkeeping, including managing property financials, rental income, and expense tracking
  • Strong organizational skills with the ability to manage multiple priorities and meet deadlines
  • Exceptional communication and leadership abilities
  • Experience using CRMs and workflow management tools (e.g., ClickUp, Monday.com, or similar)
Preferred Qualifications:
  • Experience in a fast-paced, remote team environment
  • Familiarity with tax strategy for small business owners and real estate investors
  • Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
  • Experience implementing automation and efficiency tools within accounting teams

TAYLOR TAX STRATEGY