Bookkeeping Team Lead

Role Overview

• Lead and supervise a team of bookkeepers, providing day-to-day direction, coaching, and performance management.
• Review monthly reports, including Income Statement and Balance Sheet, to ensure completion of all bookkeeping processes, and complete month-end adjustments to ensure accuracy.
• Own the timely and accurate completion of monthly bookkeeping close processes across a portfolio of clients.
• Review operational dashboards and reporting tools to track progress, identify open items, and drive resolution of overdue tasks.
• Maintain consistency and quality across team outputs by enforcing processes, SOPs, and internal controls.
• Serve as the primary escalation point for bookkeepers, resolving complex accounting questions, workflow blockers, and client issues.
• Maintain organized and accurate document records for each client.
• Identify opportunities to streamline bookkeeping processes, improve efficiency, and enhance internal controls.
• Support training and coaching for the bookkeeping team as new features and tools are introduced to the company's bookkeeping software.

Requirements

• 5+ years of experience in bookkeeping or accounting roles, with a minimum of 2 years of experience in a management role.
• Strong understanding of bookkeeping fundamentals, including reconciliations, month-end close, and financial statements.
• Strong attention to detail and accuracy in financial record-keeping.
• Excellent organizational and time management skills, with the ability to prioritize tasks effectively.
• Proven experience managing deadlines and coordinating high-volume recurring workflows.
• Strong communication skills, both written and verbal, with the ability to interact professionally with both coworkers and bookkeeping clients.
• Ability to work independently with minimal supervision and as part of a collaborative team environment.
• Commitment to maintaining confidentiality and integrity in handling sensitive financial information.
• Proficiency in common bookkeeping software (e.g., QuickBooks, Xero) and excitement to learn the company's proprietary bookkeeping software.