Lead and manage a team of bookkeepers, providing guidance, support, and training to ensure accurate and timely completion of client bookkeeping tasks.
Oversee the overall day-to-day bookkeeping operations for multiple team members to ensure that all bookkeeping work is done accurately and on time.
Review and analyze financial data to ensure accuracy and compliance with accounting principles, policies, and client-specific requirements.
Collaborate with the Product Team to identify and improve bookkeeping processes, workflows, and quality control measures on an ongoing basis.
Stay updated on relevant accounting standards, regulations, and industry best practices to ensure compliance and provide expert advice to the team members.
Train and onboard new team members, ensuring they are equipped with the necessary skills and knowledge to provide high-quality bookkeeping services.
Monitor team performance and provide regular feedback, conducting performance evaluations and identifying opportunities for professional growth and development.
Participate in the implementation of our own internally developed accounting software to further enhance both efficiency and productivity.
Who you are:
Bachelor's degree in Accounting, Finance, or a related field. Professional certifications (e.g., CPA, CMA) are highly desirable.
Proven experience in bookkeeping or accounting roles, with a deep understanding of financial principles, practices, and relevant software exposure.
Previous experience in a leadership or supervisory position, preferably in an accounting firm or similar environment.
Strong knowledge of accounting principles, standards, and regulations, including experience with client-specific requirements (e.g., industry-specific regulations), which includes but is not limited to accurate journal entries.
Excellent communication and interpersonal skills, with the ability to effectively communicate complex financial information to clients and team members.
Proficiency in using bookkeeping software and tools, along with the ability to adapt to new technologies and software platforms as we develop our own accounting system.
Detail-oriented and highly organized, with the ability to manage multiple client engagements and meet deadlines in a fast-paced environment.
Strong problem-solving and analytical skills, with the ability to identify and resolve discrepancies and issues in financial records.
Client-focused mindset with a commitment to delivering high-quality services and building long-term relationships with clients.
Leadership abilities, including the ability to motivate and inspire team members, foster a collaborative work environment, and drive continuous improvement.
