Accounting Partner - QuickBooks

Location: Austin, TX or any of the following states – AZ, CO, CT, FL, GA, LA, MA, NC, ND, NV, OH, PA, SC, TN, TX, VA, and WY.
Telecommute: This is a 100% Virtual / Remote work environment.
Job Type: Full Time / Salaried
Salary: $105-125K per year base + monthly bonus opportunities

General Overview

  • Regularly participate in scoping projects, change orders, and developing client proposals.
  • Continuously learning and being the expert at the QuickBooks product features
  • Leading product demos and service consultations
  • Owning the complete client lifecycle ownership
  • Coaching and training staff members towards their growth goals – share knowledge at every opportunity
  • QuickBooks system design, staff and management training, strategic consulting, and file troubleshooting.
  • Serving as a project manager and a participating member project tasks.
  • Keeping staff in budget and on time – over deliver to clients.
  • Regularly participate in scoping projects, change orders, and developing client proposals.
  • This is a non-equity position.

Responsibilities

  • Under limited supervision, our Partners are expected to:
  • Independently manage assigned clients, including but not limited to: maintaining client documentation and files; identifying additional client needs and creating upsell opportunities; and meeting or exceeding expected billable goals;
  • Delegate tasks at all opportunities and participate in coaching team members on their own elevation.
  • Track and communicate project and task status and budget to all necessary parties and maintain client pipelines using our project management system;
  • Provide ongoing training and end-user support during and after technical system and software implementations;
  • Use excellent written and verbal communication skills to effectively correspond with external and internal parties;
  • Perform other functions as assigned in accordance with business need.

Helpful skills, experience, and knowledge

  • 5+ years in the consulting industry – CPA, Management Consulting, etc
  • 5+ years of experience with QuickBooks Enterprise
  • Ownership of book of business or your own firm previously
  • Controller or management experience
  • QuickBooks Desktop Certification (current or willing to obtain prior to employment)
  • QuickBooks Enterprise Solutions Certification (current or willing to obtain prior to employment)
  • Intermediate to advanced knowledge of Microsoft Excel
  • Advanced knowledge of accounting practices and principles
  • Intermediate project management skills

Ideal candidate will demonstrate

  • Willingness to take own the impact of client experience and projects through diligence, dedication, and consistency
  • Ability to build excellent client relationships
  • Ability to work independently within a team dynamic

Fourlane Benefits

  • Employer-Paid Medical, Dental/Vision, and Life Insurance
  • Employer matched 401(k)
  • Paid time off including holidays
  • Limited office expense reimbursement
  • Tuition/Training/Membership Payment Program
  • Work from home
  • Flex hours for consultants
  • Company laptop, monitor, phone, etc.
  • Opportunity to participate in company sponsored charity events