Bookkeeping Manager Job Description [Updated for 2025]

In the world of finance, the role of a Bookkeeping Manager has never been more crucial.

The global economy evolves, and with each turn, the demand for skilled individuals who can organize, manage, and protect our financial records escalates.

But let’s delve deeper: What’s truly expected from a Bookkeeping Manager?

Whether you are:

• A job seeker trying to understand the core responsibilities of this role,
• A hiring manager outlining the perfect candidate,
• Or simply curious about the complexities of bookkeeping management,

You’re in the right place.

Today, we present a customizable Bookkeeping Manager job description template, designed for effortless posting on job boards or career sites.

Let’s dive right in.

Bookkeeping Manager Duties and Responsibilities

Bookkeeping Managers are in charge of overseeing and managing the financial data of an organization.

They are responsible for ensuring accurate recording of financial transactions and generating financial reports.

Their duties and responsibilities include:

• Overseeing the operations of the bookkeeping department
• Maintaining and managing general ledger and ensuring all financial transactions are accurately recorded
• Preparing financial statements and reports such as income statements, balance sheets, and tax returns
• Performing periodic audits to ensure compliance with accounting standards and regulations
• Reconciling bank statements and ensuring discrepancies are promptly addressed
• Supervising, training and mentoring bookkeeping staff
• Managing payroll, accounts payable and accounts receivable
• Collaborating with auditors to ensure proper compliance with all regulations
• Developing and implementing efficient and secure procedures for managing all financial transactions and data
• Assisting management in the decision-making process by preparing budgets and financial forecasts

 

Bookkeeping Manager Job Description Template

Job Brief

We are seeking a detail-oriented, trustworthy Bookkeeping Manager to manage and oversee our financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations.

The Bookkeeping Manager’s responsibilities include maintaining financial records and reports, performing account reconciliations, assisting with budget and close processes, conducting internal audits, and maintaining accounts payable documentation.

Our ideal candidate has a finance background and is familiar with bookkeeping and accounting procedures.

Competency in MS Office, databases and accounting software is a must.

 

Responsibilities

• Oversee and manage general ledger
• Coordinating and directing the preparation of the budget and financial forecasts
• Ensure compliance with organizational and departmental policies and procedures
• Oversee accounts payable and receivable
• Prepare and post daily journal entries
• Conduct internal audits and assist with external audits
• Assist in the preparation of financial reports such as financial statements and budget performance
• Ensure all payments are completed on time (including accounts payable and bank deposits)
• Ensure accurate and timely monthly, quarterly and year end closing of accounts
• Manage organizational cash flow and forecasting

 

Qualifications

• Proven work experience as a Bookkeeping Manager or similar role
• Solid understanding of basic bookkeeping and accounting payable/receivable principles
• Proven ability to calculate, post and manage accounting figures and financial records
• Data entry skills along with a knack for numbers
• Hands-on experience with spreadsheets and proprietary software
• Proficiency in English and in MS Office
• High degree of accuracy and attention to detail
• BS degree in Finance, Accounting or Business Administration

 

Benefits

• 401(k)
• Health insurance
• Dental insurance
• Retirement plan
• Paid time off
• Professional development assistance

 

Additional Information

• Job Title: Bookkeeping Manager
• Work Environment: Office setting with options for remote work. Some travel may be required for team meetings or client consultations.
• Reporting Structure: Reports to the Chief Financial Officer (CFO).
• Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
• Pay Range: $65,000 minimum to $95,000 maximum
• Location: [City, State] (specify the location or indicate if remote)
• Employment Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
• Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].

 

What Does a Bookkeeping Manager Do?

A Bookkeeping Manager, also known as a financial manager or accounting manager, typically works for businesses across industries, providing essential financial services and overseeing the company’s financial health.

They can also work for financial or accounting firms.

Their primary responsibility is to manage and oversee all of a company’s bookkeeping activities.

This includes maintaining accurate records of financial transactions, reconciling bank statements, and ensuring compliance with state and federal regulations.

Bookkeeping Managers work closely with other members of the finance team, such as Accountants and Financial Analysts, to develop budgets, prepare financial reports, and provide financial advice to the management.

They are also responsible for reviewing the company’s financial books and ledgers, verifying the accuracy of invoices and other accounting documents, and ensuring that all accounting procedures follow company policies and regulations.

In addition, Bookkeeping Managers may also be tasked with hiring, training, and managing a team of bookkeepers.

They will need to ensure their team is skilled, motivated, and capable of meeting all financial deadlines.

Another important aspect of a Bookkeeping Manager’s role is providing guidance and expert advice to upper management or business owners, helping them to make informed financial decisions that will support the growth and profitability of the business.

 

Bookkeeping Manager Qualifications and Skills

A competent Bookkeeping Manager should possess the essential skills and qualifications that align with your job specifications, such as:

• Strong knowledge of general bookkeeping procedures, principles and standards to keep accurate financial records and oversee bookkeeping staff.
• Advanced numerical and analytical skills to handle large amounts of data, attention to detail and accuracy.
• Excellent management and organizational skills to plan and direct the work of bookkeeping personnel, ensuring they follow the appropriate accounting procedures and policies.
• Proficient with various accounting software, databases and financial analysis tools for efficient bookkeeping.
• Exceptional communication and interpersonal skills to interact with staff, clients, vendors and management on all aspects of bookkeeping.
• Problem-solving skills to effectively identify and resolve bookkeeping discrepancies.
• Strong ethical standards and high levels of integrity to handle sensitive and confidential information.
• Bachelor’s degree in accounting, finance or related field, along with a proven track record in bookkeeping management.
• Ability to work under pressure, multitask, and meet deadlines.

 

Bookkeeping Manager Experience Requirements

A Bookkeeping Manager is typically expected to have several years of experience in bookkeeping or accounting, with a minimum of 2 to 3 years required for most positions.

This experience may be obtained through full-time employment, part-time roles, or internships in bookkeeping, accounting, or related roles.

Candidates may also gain valuable experience through roles such as Assistant Accountant, Payroll Clerk, or Financial Analyst, which would provide hands-on experience in managing financial records and transactions.

The Bookkeeping Manager role often involves managing a team of bookkeepers, so leadership or supervisory experience is highly desirable.

Candidates with 5 years or more of experience in bookkeeping or accounting are often considered for this position, especially if they have demonstrated strong leadership skills in their previous roles.

In addition to practical experience, certification as a Certified Bookkeeper (CB) or Certified Public Accountant (CPA) can be an added advantage.

Those with an associate’s or bachelor’s degree in accounting, finance, or a related field may have a competitive edge in the job market.

A Bookkeeping Manager must also have a strong understanding of accounting software, so experience with programs such as QuickBooks or Excel is often required.

 

Bookkeeping Manager Education and Training Requirements

A Bookkeeping Manager typically requires a bachelor’s degree in accounting, finance, business administration, or a related field.

In addition to the degree, having a certification such as Certified Bookkeeper (CB) from the American Institute of Professional Bookkeepers or Certified Public Bookkeeper (CPB) from the National Association of Certified Public Bookkeepers can enhance job prospects.

Work experience in bookkeeping or accounting is often required, the duration of which may vary by employer, ranging from two to five years.

Knowledge in bookkeeping software, such as QuickBooks or Excel, is often required.

Advanced understanding of general finance laws and regulations, along with strong analytical skills and attention to detail, are essential for this role.

Some employers may require or prefer a candidate with a master’s degree in business administration (MBA) or accounting, especially for positions with more responsibility or that involve strategic planning.

Continuing education and training in new financial regulations and accounting tools are recommended to keep skills up to date.

Lastly, possessing strong leadership, communication, and organizational skills is beneficial for managing a team of bookkeepers.

 

Bookkeeping Manager Salary Expectations

The average salary for a Bookkeeping Manager is $60,629 (USD) per year.

Actual earnings can differ based on factors such as individual experience, the size and industry of the employing company, and the cost of living in the job location.

 

Bookkeeping Manager Job Description FAQs

What skills does a Bookkeeping Manager need?

A Bookkeeping Manager should have strong analytical skills to understand and interpret financial data.

Excellent organizational skills are essential to manage multiple accounts, and attention to detail is key for accuracy.

They must also have good communication skills to explain financial information clearly to non-financial staff.

Proficiency with accounting software and spreadsheets is also required.

 

Do Bookkeeping Managers need a degree?

Yes, a Bookkeeping Manager typically requires a bachelor’s degree in Accounting, Finance, or a related field.

Some companies may prefer candidates with a Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation.

In addition to educational qualifications, extensive experience in bookkeeping or accounting is often required.

 

What should you look for in a Bookkeeping Manager resume?

A Bookkeeping Manager’s resume should showcase a solid background in accounting or bookkeeping with a focus on managing financial records, preparing financial reports, and overseeing the work of bookkeeping staff.

Look for experience with accounting software and proficiency with Excel or other spreadsheet software.

Certifications such as CPA or CMA can be a bonus.

 

What qualities make a good Bookkeeping Manager?

A good Bookkeeping Manager is detail-oriented and accurate, ensuring all financial records are kept meticulously and correctly.

They should be adept at multitasking, capable of overseeing multiple accounts simultaneously.

Strong leadership skills are crucial as they are responsible for guiding and managing a team.

Finally, a good Bookkeeping Manager should be trustworthy, as they will be handling confidential financial information.

 

Is it difficult to hire a Bookkeeping Manager?

The difficulty in hiring a Bookkeeping Manager largely depends on the specific requirements and the job market conditions.

It can be challenging to find candidates with the right mix of skills, qualifications, and experience.

It is crucial to offer competitive salary and benefits, along with opportunities for professional development to attract high-quality candidates.

 

Conclusion

And there you have it.

Today, we’ve shed light on the intricate world of managing bookkeeping.

Surprised?

It’s not just about crunching numbers.

It’s about weaving the financial fabric of a company, one ledger at a time.

With our insightful bookkeeping manager job description template and real-world examples, you’re ready to take the leap.

But why stop there?

Immerse yourself further with our job description generator. It’s your next step to creating precise job listings or refining your resume to absolute perfection.

Remember:

Every entry, every debit, every credit is a thread in the larger financial tapestry.

Let’s create that future. Together.

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