Bookkeeping Team Lead

We are a leading provider of bookkeeping and tax services to hundreds of small business clients across the United States. Using cutting\-edge software tools and proprietary business processes we make financials easy, understandable and low\-stress for our clients. As we expand our client base we need to grow our team of Business Advisors, who act as the primary contact point for our clients. We are seeking hard\-working, curious and self\-motivated professionals with excellent people skills. As a Senior Bookkeeper / Business Advisor you will work closely with new clients to understand their bookkeeping issues, lead projects to clean up historical data, and implement processes to ensure ongoing success in producing and maintaining financial statements. After successfully onboarding clients you will continue to be their trusted business advisor. You will interpret their financial statements, answer questions and provide business insights. You will collaborate with the accounting department, who is responsible for bookkeeping, financial statement preparation, and financial operations such as payroll and accounts payable, to ensure that financial statements are prepared in accordance with client requirements. As a Team Lead you will lead a team of 2\-4 clerks and junior bookkeepers who will handle the day categorization and basic financial transaction entry for your clients and projects. The effective management of this offshore team is an essential part of your responsibilities. Maintaining a positive relationship with our small\-business customers through regular communications is essential; knowing the customer and understanding their particular business is a fundamental part of building this relationship. The most successful Team Leads will be able to communicate clearly about complex financial topics and understand a wide range of industries and business models. The ability to independently research business topics and make effective use of internal accounting and tax experts will be essential to the role. This is not a sales\-oriented position; the primary objective of this role is customer satisfaction and retention. This position is remote, but the candidate is expected to work hours aligned to their clients’ business day in order to ensure availability for our customers and facilitate regular communication with others on the team. Qualifications Applicants must have: Significant prior experience as a bookkeeper. A solid understanding of the fundamentals of accounting. 3\-5 years of experience in accounting, finance, financial management or investment management. A solid foundation in financial analysis and reporting. A customer centric mindset. Excellent communications skills. Preference will be given to applicants with: Prior experience with small businesses. A bachelors or masters degree in a business or accounting discipline. The ability to present data graphically Compensation $60,000 \- $80,000 in base salary Incentive compensation is available to senior level candidates Health insurance PTO Pay: $60,000\.00 \- $80,000\.00 per year Benefits: Flexible schedule Health insurance Paid time off Work Location: Remote