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Accounting Solutions Manager



Accounting & Finance
United States · Canada
Posted on Sunday, November 19, 2023

The Role

As the Accounting Solutions Manager, you will be working directly alongside the co-founders of Level. Together, our team delivers world-class strategic finance advice and bookkeeping services to one of the most underserved, and largest small business segments on the planet. You’ll have endless opportunities to be a problem solver, and affect positive change in people’s lives.

That’s life as a Levelhead.

Your Mission

To become Level’s Accounting Solutions Manager by:

  • Engaging in client calls, bookkeeping and advisory services with highest levels of quality service as possible

  • Preparing & reviewing journal entries by reconciling them to supporting documentation, for example preparing the payroll journal entry by using a client's payroll register for a specific period

  • Co-creating and updating SOPs for managing clients and employees so the same levels of quality service are delivered at scale

  • Growing and managing a team that delivers these services

Your Responsibilities

  • You’ll help Level meet the needs of their clients and help the clients understand the value of Level by upskilling the client’s management team to make intelligent, data driven decisions.

  • Understand in detail how Level’s bookkeeping and CFO services work

  • Analyze a business’s costs, revenues, and other financial records to understand their business and bookkeeping needs

  • Provide advice to business owners on how to set up their bookkeeping processes, estimates, and budget

  • Work cross functionally with the executive and product teams to understand what drives complexity in the bookkeeping and CFO service processes and how that should be addressed through improvements, pricing and the product

  • Sourcing, training and eventually managing a team with the same responsibilities as above


  • You have deep technical knowledge of accounting, e.g. from a relevant degree or other experience

  • 3+ years of progressive accounting experience, CPA preferred

  • Construction industry and/or Big 4 experience

  • Bookkeeping & running payroll for a small business using accounting software, QuickBooks preferred

  • Located in Canada or US (we work remotely)

  • Tax knowledge is a bonus


  • You are highly detail-oriented, enabling you to take into account all relevant considerations when determining how to best meet a customer’s needs

  • Highly analytical with ability to consume and process large amounts of unstructured information

  • Excellent communication skills with the ability to distill complex issues into structured frameworks and concrete action plans

  • Advanced Excel/GSheet modeling skills with an ability to own complicated models end-to-end

  • Highly entrepreneurial and comfortable working in a fast-paced environment with minimal guidance

  • Strategic thinker and ability to independently carry out rigorous problem solving

  • Strong interest in technology

Salary & Benefits

  • Salary: $70,000 - $100,000/year

  • Stock options: yes

  • Other Benefits:
    Unlimited leave, personal and sick days
    We don't do any audit work
    You'll never have to fill out a timesheet

How To Apply
Please send a cover letter and your resume to In the cover letter please provide a brief explanation of why you think you'd be a good fit for this role and 3 of your core values. Bonus: include an SOP for preparing and posting a payroll journal entry across multiple projects.