Cloud Bookkeeping Manager and Onboarding Specialist

{
  "content_hash": "54b9b3bd6f84ae758f65fd960793afba1228347169342f4fa050fe760bd5d2ca",
  "source_hash": "92254acbb5b2003a275523464187017a419ab9d81a19f23678a4b17a622dd8a0",
  "last_changed_at": "2026-05-30T05:38:19.426Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": null,
    "city": null,
    "region": null,
    "country": null,
    "is_remote": true,
    "confidence": null
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-18T08:47:44.398Z",
  "launch_scope": {
    "reason": "bamboohr_production_catalog",
    "included": true,
    "location": {
      "raw": null,
      "city": null,
      "region": null,
      "country": null,
      "is_remote": true,
      "confidence": null
    },
    "countries": []
  },
  "remote_policy": "remote",
  "salary_period": null,
  "workplace_type": "remote",
  "salary_currency": null
}

{}

{
  "list_job": {
    "id": "27",
    "isRemote": null,
    "location": {
      "city": null,
      "state": null
    },
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "province": null
    },
    "departmentId": "18489",
    "locationType": "1",
    "jobOpeningName": "Cloud Bookkeeping Manager and Onboarding Specialist",
    "departmentLabel": "Accounting",
    "employmentStatusLabel": "Full-Time"
  },
  "detail_errors": [],
  "detail_job_opening": {
    "location": {
      "city": null,
      "state": null,
      "postalCode": null,
      "addressCountry": null
    },
    "datePosted": "2022-12-06",
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "countryId": null
    },
    "description": "<p><span style=\"color: #000000; font-size: 18px; font-family: Lato, sans-serif; font-weight: bold;\"><span style=\"text-decoration: underline;\">Cloud Bookkeeping Manager and Onboarding Specialist</span></span></p>\n<p><br></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\"><span style=\"font-weight: bold;\">Firm Description</span></span></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">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. </span></p>\n<p><br></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif; font-weight: bold;\">Vision</span></p>\n<p><span style=\"color: #000000;\">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.</span></p>\n<p><br></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif; font-weight: bold;\">Our Culture</span></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">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 &amp; a succession planning program, we believe that the only way to grow strong is to grow as a team.</span></p>\n<p><br></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif; font-weight: bold;\">Job Summary</span></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">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:</span></p>\n<ul>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\"> Setting up clients in QBO and/or Xero, Payroll, and setup of apps with connection to the database.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\"> Catch up and/or clean up client databases (some clients inherit their existing QBO or Xero databases).</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\"> Documenting the processes, you have established for the ongoing bookkeeping for the team.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\"> Provide backup to the team for clients you have onboarded.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\"> Full cycle bookkeeping on various clients in a number of industries.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\"> 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.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\"> Other functions such as GST/HST filings, and month-end/quarterly reviews will form part of your responsibilities.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\"> Ongoing communication with clients and their representatives throughout the year, utilizing various communication tools.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif; font-weight: bold;\">KEY RESPONSIBILITIES</span></p>\n<p><br></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif; font-weight: bold;\">Staff Planning</span></p>\n<ul>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Day-to-day resource and capacity planning for the Bookkeeping team.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Coordination of work with SRJ’s outsourced bookkeeping partner.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Create coverage plans, short-term and long-term.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Communicate effectively and openly with Managers to ensure they understand what support their clients will be receiving.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Ensure the Bookkeeping team is delivering on client commitments without consistent overtime.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">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.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">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.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif; font-weight: bold;\">Performance Management</span></p>\n<ul>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Lead the Bookkeeping team to be solutions-focused, client-centric, and a great resource to the rest of the organization.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Train and mentor employees in their career and skill development at SRJ, including providing opportunities to the team for growth in their roles.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Effectively deliver positive and constructive feedback to the team.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Manage performance issues within the Bookkeeping team with support from the Director of Client Services and/or HR Manager.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Continuously review the performance of the Bookkeeping team and carry out periodic performance reviews.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">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.</span></li>\n</ul>\n<p> </p>\n<p><span style=\"color: #000000; font-size: 15px;\"><span style=\"font-family: Lato, sans-serif; font-weight: bold;\">Project Management</span></span></p>\n<ul>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Staying current on deliverables to consistently meet deadlines and commitments to both clients and the SRJ team.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Optimizing and improving processes and the overall approach to work where necessary.</span></li>\n</ul>\n<ul>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Managing team expectations and requests, ensuring the goals of the individual, the team, and the greater organization are appropriately balanced.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">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.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Provide excellent responsiveness to both clients and the team, including staying current on Triage.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Collaborate with Client Services Team management on support objectives such as engagement deliverables and other assistance provided to the CSTs.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">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.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif; font-weight: bold;\">Training and Procedure Development</span></p>\n<ul>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">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.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Provide support and mentorship to new and existing Bookkeepers.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Enhance our current training procedures to ensure they continually evolve to meet the needs of our clients and our operation.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Work with the Director of Client Services and the HR Manager to coordinate training plans for new hires.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Review training progress of new hires and existing employees.</span></li>\n</ul>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\"> </span></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif; font-weight: bold;\"> Job Requirements and Qualifications </span></p>\n<ul>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Experience as a Sr. Bookkeeper, Manager, or equivalent.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Accounting/business diploma/certificate or equivalent work experience.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Ability to plan, prioritize and complete multiple projects in a fast-paced environment.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Excellent verbal and written communication skills.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Strong organizational skills and ability to multi-task competing priorities.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Demonstrated leadership skills - managing, coaching, and inspiring others.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Patient, caring, understanding, and there to support the different learning styles of the new and existing Bookkeepers. </span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Demonstrated ability to teach. </span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Ability to work both independently, and with little supervision, but willing to ask questions or obtain assistance when needed.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Expert knowledge of, or demonstrated ability to quickly become comfortable with, various accounting programs, especially Xero and QuickBooks, is required.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">High degree of proficiency with Microsoft Office programs is required.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Proficient with Google Suite of applications.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">You have a passion for excellent client services.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Excellent interpersonal skills and demonstrated ability to work effectively with others toward a common goal.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif; font-weight: bold;\">Software Skills Required</span></p>\n<ul>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Learn new technology that can be used in increasing efficiency on files and providing a better overall user experience for our clients.</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Xero (preferably Certified)</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Quickbooks Desktop</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Quickbooks Online</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Quickbooks Payroll</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Wave Accounting</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Hubdoc &amp;/or Dext</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Plooto</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">WagePoint</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Payment Evolution</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Microsoft (Word, Excel, etc.)</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">Excellent Computer skills, word, excel</span></li>\n<li><span style=\"color: #000000; font-size: 15px; font-family: Lato, sans-serif;\">CRA Online Services</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: #000000;\">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. </span></p>",
    "compensation": null,
    "departmentId": "18489",
    "locationType": "1",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Cloud Bookkeeping Manager and Onboarding Specialist",
    "departmentLabel": "Accounting",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Manager/Supervisor",
    "jobOpeningShareUrl": "https://srjca.bamboohr.com/careers/27",
    "employmentStatusLabel": "Full-Time"
  }
}