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 pe