Job Description

Are you enthusiastic to be an integral part of a client\xe2\x80\x99s success? Are you eager to lead and cultivate a team? Are you enthusiastic to be a part of our business\xe2\x80\x99 growth and development? Are you highly organized and excel in juggling multiple projects? Summa Collective is seeking a positive and professional Senior Bookkeeper to join our firm. In this role, you will work closely with the owners to build a team of junior bookkeepers, and then lead that team as their manager. You will be responsible for ensuring timely and quality delivery of work, performing high-level difficult tasks such as troubleshooting and clean up, and acting as the primary point of contact for clients. The ideal candidate will have a strong attention to detail, exceptional communication skills, and the ability to manage multiple projects simultaneously. Please apply here, and use the magic code 21: https://docs.google.com/forms/d/e/1FAIpQLSdAqxrRGRmQmFGD7PbtsbXAYMSGHBzSaPTnjGAe4qCQZBzV1A/viewform Senior Bookkeeper Core Responsibilities (first 90 days):

• Perform all monthly bookkeeping and payroll tasks for founding member clients
• Document processes and decision trees, and create SOPs for monthly bookkeeping work
• Manage and coordinate a team of bookkeepers and payroll specialists
• Act as the primary point of contact for clients and address any questions or concerns
• Ensure quality and timely delivery of work to clients
• Perform high-level difficulty tasks for clients such as troubleshooting, clean up, etc.
• Standardize KPI and financial reporting for clients
• Liaise between the bookkeeping team and leadership
• General administration such as new client onboarding, managing general email inbox, sales pipeline follow up, scheduling/holding client meetings, gathering client documents, etc.

Senior Bookkeeper Core Responsibilities (90+ days):

• Assist hiring and developing junior bookkeeping team
• Support staff with high-difficulty tasks, such as overflow client work, training and SOP development
• Work directly with leadership to develop new processes and software
• Partner with leadership team and bookkeeping team to analyze client financials and provide detailed feedback to clients
• Track KPIs for bookkeeping team and share them weekly with leadership team (e.g. # of tasks past due, # of tasks blocked, reworks)

Senior Bookkeeper Qualifications and Experience:

• Reliable internet, computer, and smartphone
• Must have a minimum of 5 years of experience in small business accounting
• Must have a minimum of 3 years of experience leading & cultivating team members
• QuickBooks Online ProAdvisor required
• Proof of and ability to maintain E&O insurance
• Proficient in Google Workspace, Microsoft Office Suite and Gusto
• Preferred Tech Stack Experience: Asana, Notion, Loom, Portal, Canva, Uncat, Dext, Expensify, Calendly, etc. For the right candidate, we will train!
• Accounting Degree, preferred but not required
• Possible travel once or twice per year (team retreats or conferences)

Working Environment: Availability:

• Monday \xe2\x80\x93 Thursday, Fridays are a flex day and can be used for makeup work or special projects (no expectation of responding to team/clients on Fridays)
• Availability for a weekly check in with leadership (ideally Mondays)
• Be within one of the US time zones and have availability to respond to clients/team between 9am-2pm Pacific Time Monday - Thursday

Benefits:

• Flexible schedule
• Paid time off
• Professional development assistance

This is a 1099 contract (with ability to grow into W2 employee after 90 days) remote position. The workload/deliverables equate to approximately 15 hours per week. This position has great growth potential; as you (and we) grow, workload will easily increase, so we are looking for someone who\xe2\x80\x99s in it to win it. Pay is $25-$30 an hour, depending on experience. Who We Are Summa Collective is a forward-thinking, virtual firm that values work-life harmony, serving clients from our HQ located in the greater Seattle area. We are a full-service accounting firm offering services including, business licensing, monthly bookkeeping, payroll, advisory, and tax. We support clients within the US, strictly serving the beauty industry, such as hair & lash stylists, salons, injectable providers, etc. We strive for accuracy and timeliness of our work, and excellent customer service. We are huge proponents of continued growth and education and invest in the team to continue their personal and professional growth. We are an all-inclusive team and know businesses thrive with diversity. We are continually evolving by implementing new technologies and processes to better serve our clients and to work as effectively as possible. We encourage collaboration and ensure everyone\xe2\x80\x99s voice is heard when making company decisions. Values:

• Integrity
• Growth
• Empower
• Collaboration
• Purpose

Job Type: Part-time Pay: $25.00 - $30.00 per hour Benefits:

• Flexible schedule

Schedule:

• Day shift

Experience:

• Small Business Accounting: 5 years (Required)
• People Management: 3 years (Required)

License/Certification:

• QuickBooks Online ProAdvisor (Required)
• E&O insurance (Preferred)

Work Location: Remote