Small Business Bookkeeping Team Leader (Client Accounting Services - CAS)
About the position
The Small Business Bookkeeping Team Leader at BudgetEase is responsible for leading a team within the Client Accounting Services (CAS) department. This role focuses on providing exceptional bookkeeping services to a diverse range of clients while ensuring team members are well-supported and trained. The position emphasizes work-life balance, continuous learning, and a collaborative team environment, making it ideal for individuals who are detail-oriented and enjoy working with numbers.
Responsibilities
Coach and mentor team members, currently consisting of 2-4 members.
,
Meet weekly with team members to discuss their needs and client progress.
,
Onboard new team members to ensure they understand processes and feel comfortable working with clients.
,
Monitor service delivery by the team to meet client standards.
,
Provide training tailored to individual team members.
,
Maintain expert knowledge in QuickBooks and related applications.
,
Deliver client services focusing on consulting, QuickBooks setup, and problem-solving.
,
Communicate educational and training needs to the team.
,
Research solutions to address client and team needs.
,
Attend 2-3 meetings weekly, including strategy sessions with leadership.
Requirements
Expert knowledge of QuickBooks with 10 years of experience in accounting, finance, or bookkeeping.
,
Strong analytical and problem-solving skills.
,
Experience managing a team and providing mentorship.
,
Ability to read and interpret financial information accurately.
,
Proficient in Microsoft Office and Windows.
,
Strong time management and communication skills.
,
Detail-oriented with a passion for numbers and lifelong learning.
Nice-to-haves
Experience with specialized apps and solutions related to bookkeeping.
,
Background in business or finance.
Benefits
Mileage reimbursement
,
Paid holidays
,
Disability insurance
,
Paid time off
,
Cell phone reimbursement
,
Work from home
,
Flexible schedule
,
Life insurance
Apply Now
The Small Business Bookkeeping Team Leader at BudgetEase is responsible for leading a team within the Client Accounting Services (CAS) department. This role focuses on providing exceptional bookkeeping services to a diverse range of clients while ensuring team members are well-supported and trained. The position emphasizes work-life balance, continuous learning, and a collaborative team environment, making it ideal for individuals who are detail-oriented and enjoy working with numbers.
Responsibilities
Coach and mentor team members, currently consisting of 2-4 members.
,
Meet weekly with team members to discuss their needs and client progress.
,
Onboard new team members to ensure they understand processes and feel comfortable working with clients.
,
Monitor service delivery by the team to meet client standards.
,
Provide training tailored to individual team members.
,
Maintain expert knowledge in QuickBooks and related applications.
,
Deliver client services focusing on consulting, QuickBooks setup, and problem-solving.
,
Communicate educational and training needs to the team.
,
Research solutions to address client and team needs.
,
Attend 2-3 meetings weekly, including strategy sessions with leadership.
Requirements
Expert knowledge of QuickBooks with 10 years of experience in accounting, finance, or bookkeeping.
,
Strong analytical and problem-solving skills.
,
Experience managing a team and providing mentorship.
,
Ability to read and interpret financial information accurately.
,
Proficient in Microsoft Office and Windows.
,
Strong time management and communication skills.
,
Detail-oriented with a passion for numbers and lifelong learning.
Nice-to-haves
Experience with specialized apps and solutions related to bookkeeping.
,
Background in business or finance.
Benefits
Mileage reimbursement
,
Paid holidays
,
Disability insurance
,
Paid time off
,
Cell phone reimbursement
,
Work from home
,
Flexible schedule
,
Life insurance
Apply Now