Quickbooks Team Lead

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Oversee a portfolio of small business clients.

• Classify transactions, reconcile accounts, and ensure ledgers are accurate.

• Detect and address discrepancies in bookkeeping and accounting.

• Perform monthly financial assessments.

• Manage various client accounts utilizing QuickBooks Online.

• Generate timely and precise financial reports.

• Tackle complex bookkeeping and accounting challenges independently.

• Act as the primary contact for clients.

• Interact with clients through chat, email, and phone.

• Clearly articulate financial information to small business owners.

• Anticipate and resolve client issues proactively.

• Lead, mentor, and guide a team of bookkeepers.

• Offer advice on QuickBooks Online features and accounting best practices.

• Review the work of team members for accuracy, consistency, and quality.

• Assist with training, onboarding, and coaching processes.

• Oversee team workloads, deadlines, and service quality.

• Collaborate with internal teams using Salesforce and Slack.

• Recognize opportunities to enhance bookkeeping processes and team efficiency.

⛳️ Requirements

• Current QuickBooks Online Certification is mandatory.

• Significant hands-on experience with QuickBooks Online, including reconciliations, financial reporting, and managing multiple client accounts.

• Prior leadership or management experience is essential, preferably overseeing bookkeepers or accounting professionals.

• Minimum of 3 years of professional bookkeeping or accounting experience.

• At least 1 year of customer-facing or client service experience, ideally supporting clients based in the U.S.

• Strong grasp of accounting principles, financial statements, and bookkeeping best practices.

• Excellent proficiency in spoken and written English.

• Strong customer service orientation and ability to communicate financial information clearly and empathetically.

• High level of attention to detail, excellent problem-solving abilities, and a proactive approach.

• Capability to balance individual bookkeeping tasks with team leadership responsibilities.

• Degree in Accounting, Finance, or a related field, or equivalent experience.

• Must reside in the Johannesburg area.

• Availability to work North American business hours (9 AM–5 PM PST) is required.

• Must meet Bench’s minimum hardware and internet specifications.

🏝️ Benefits

• Full-time employment.

• Remote work arrangement for desk tasks.

• Opportunity to manage a portfolio of small business clients.

• Responsibilities in team leadership, mentoring, and coaching.

• Support for training and onboarding.

• Collaboration with internal teams using Salesforce and Slack.