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Lead Accounting Admin - Remote
Steinke & Company
1d ago
0$46k - $58kFinanceRemote, USjobspy_indeed
remoteindeed
Job Description
Lead Admin / Client Relationship Manager — Remote
Steinke \& Company · Rugby, ND · fully remote · full\-time
Hours: 9–5 or 8–4 Central, Mon–Fri
Pay: $22–28/hour, more depending on experience and ability
Perks: 401(k) with match, 2 weeks paid time off, and flex time around Thanksgiving and Christmas weeks, partial health insurance with BCBS.
Where you live: California, Texas, Louisiana, North Dakota, or Arkansas (the states we can employ in).
Reports to: the owner
Closing Date: 08\.21\.2026
We're a small tax and accounting firm of 7 that runs on three things: humor, honesty, and communication. We don't believe in "tax season"; we work year\-round evenly. We believe good admin is what keeps everybody sane through the busy months, keeps clients calm when they get extended, and keeps the work moving so nobody's scrambling in April. That's your job. You're the connection between our tax and accounting sides, and between our clients and staff.
The biggest part of the job
Chasing down missing info so our staff can actually do their work. A bookkeeper can't close without the bank statement. A preparer can't finish the return without the last K\-1\. You're the one who finds out what's missing, gets it from the client, and hands it over so the work doesn't stall. We have tools and templates for all of this. You can remind people warmly, persistently, and without needing to be reminded. You also remind and train staff to leave helpful and consistent messages on their projects so that you can do your job.
The rest of it
Answer phones and client texts through Quo
Handle client uploads into the Canopy portal, and teach clients how to upload and how to work with us
Run the team's email in Canopy and route it where it goes
Schedule meetings with clients and staff
Pull bank statements every month so accounting can close on time
Light client payroll duties; another staff member files reports and major changes
Run Canopy on your own and stay on top of every project and task
Keep us in line. Remind and prompt our accountants and tax preparers so tasks get done on time. Yes, you keep us on track.
Run the firm’s admin. Most of it's automated, but automation needs a smart human to run it and fix it when it breaks
Help with onboarding new clients. We have SOPs and templates but it still needs a human to walk through it with clients
Deliver tax returns to clients remotely for e\-sign through Soraban or Canopy
Get things to the in\-office admin that need a physical touch.
Send billing to clients, send old AR for reminders. Most things are on monthly auto ACH though.
Send engagement letters and other items to clients for e\-sign, all templated and ready to send
Give feedback when something could be better. Develop processes as needed for new things.
Keep up to date on tax and accounting news that may affect our clients or us.
Update templates annually before busy season.
Other important things I have probably forgotten, but a good admin will he
