Team Lead, Accounting

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a team of bookkeepers and accountants assigned to a specific client portfolio.

• Conduct weekly one-on-one meetings and group huddles within the team.

• Evaluate month-end deliverables prior to client submission.

• Offer constructive feedback and facilitate the growth of team members.

• Manage workload distribution and monitor team capacity.

• Act as the primary point of escalation for client inquiries, team challenges, and procedural questions.

• Maintain a small portfolio of personal clients.

• Mentor bookkeepers and accountants to advance their careers.

• Collaborate with the Onboarding team for the handoff of new clients.

• Ensure accurate tracking of projects, tasks, and statuses in Teamwork.

• Identify gaps in SOPs and recommend workflow enhancements to the Accounting Manager.

• Conduct performance reviews, set development objectives, and provide weekly updates in Small Improvements.

• Foster timely delivery, quality assurance, team growth, client satisfaction, team well-being, and process improvement results.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• 4 to 6 years of comprehensive, accrual-based accounting experience.

• At least 1 year in a leadership or supervisory role, whether formal or informal.

• Proficient in GAAP, monthly closing processes, reconciliations, and preparing financial statements.

• High level of expertise in Xero and QuickBooks Online.

• A coaching-oriented mindset with the capability to nurture talent.

• Competent in monitoring turnaround times, timely delivery, and quality metrics.

• Excellent written and verbal communication skills.

• Ability to independently manage personal and team time in a remote setting.

• Maintain composure under pressure during month-end closing.

• CPA, EA, or active pursuit of licensure is preferred.

• Previous experience at a CAS or outsourced accounting firm is preferred.

• Familiarity with tools such as Gusto, Bill.com, Reach Reporting, Expensify, Divvy, Relay, Ramp, Brex, PayPal, Stripe, and Shopify is a plus.

• Experience managing multiple clients is advantageous.

• Knowledge of service-based, SaaS, and manufacturing/inventory sectors is a benefit.

• Familiarity with Teamwork and 15Five is desirable.

🏝️ Benefits

• 40-hour work week with a fully remote setup.

• Focus Fridays with no meetings, ensuring dedicated time for concentration and rejuvenation.

• $100 monthly fitness allowance.

• Up to $440 per month for qualifying medical expenses through QSEHRA.

• 401(k) plan with employer contribution.

• $50 monthly phone reimbursement.

• Bring your own laptop with a $500 stipend for equipment (one replacement every 5 years).

• Unlimited paid time off (recommended to take at least 3 weeks per year).

• Access to mentorship, leadership development, and a defined path towards senior leadership within the firm.