Careers

About BeanLab:

BeanLab is not just an accounting and advisory firm; we are a vibrant team dedicated to innovation, collaboration, and excellence. We treat each client’s business as if it were our own, driven by our core values of Excellence, Stewardship, Integrity, Collaboration, Communication, and Fun. Join us and become part of a dynamic environment where professional growth, creativity, and enjoyment go hand in hand!

We are on the lookout for a seasoned Portfolio Lead who is passionate about client management, financial oversight, and project delivery. You will oversee a group of Production Client Leads (PCLs), ensuring the efficient completion of prepaid and project-based work for our complex clients. This role demands a blend of leadership, financial acumen, and a knack for building strong client relationships.

Responsibilities:

• Lead and manage a group of 3-4 PCLs, fostering a collaborative and high-performance culture.
• Mentor PCLs to enhance client satisfaction and service quality.
• Engage in weekly meetings with PCLs and the Operations Lead to monitor project budgets and completion.
• Provide feedback on client needs and business development opportunities.
• Collaborate with the HR team to create intentional staff development strategies.

Personal Qualities Required:

• Leadership
• Communication
• Collaboration
• Time Management
• High Attention to Detail
• Goal oriented
• Proactive
• Creative

Qualifications:

• 10+ years of experience in public accounting, with an emphasis on tax experience.
• 2+ years of experience as a manager.
• CPA required.
• Proven expertise in complex client management and project delivery.
• Strong financial oversight and analytical skills.
• Ability to identify and capitalize on revenue growth opportunities.
• Advanced knowledge of Microsoft Office and Google Workspace.
• Commitment to Excellence, Integrity, and Fun.
• Flexible and adaptable to change.
• Bachelor’s degree required.

Compensation and Benefits:

• Paid Time Off (PTO)
• Paid Holidays include: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving & day after Thanksgiving, Christmas
• Bonuses based on company profitability

Job Types: Full-time hybrid

Competitive Salary: $110,000 – $130,000 per year

Benefits:

• 401(k)
• 401(k) 3% Match
• Health and short-term disability insurance

Schedule:

• Monday to Friday

Experience:

• Bookkeeping: 3 years (Required)

Work Location: Hybrid remote in Elgin, IL 60123