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
Similar Remote Jobs
Small Business Bookkeeping Team Leader (Client Accounting Services - CAS)
Posted on: 31-01-2025 10:01
American Airlines American Airlines Customer Support Representative (Work From Home)
Posted on: 31-01-2025 10:01
Bookkeeper Hybrid work , Skokie IL ? Remote | WFH
Posted on: 31-01-2025 10:01
Walmart Data Entry (Night/Day Shift| Full Time|) - Entry Level
Posted on: 31-01-2025 10:01
Amazon Jobs at Home ? Office Associate (work from home)
Posted on: 31-01-2025 10:01
Remote Online Data Entry Work From Home ? Entry Level
Posted on: 31-01-2025 10:01
Work From Home Data Entry Jobs No Experience - Part-Time
Posted on: 31-01-2025 10:01
Junior Tax Associate | Flexible Work Opportunity - (Remote Career)
Posted on: 31-01-2025 10:01
Live Chat Agent / Customer Support Specialist - US REMOTE
Posted on: 31-01-2025 10:01
Entry level Fedex remote jobs ? Work From Home Job
Posted on: 31-01-2025 10:01
Data Entry Clerk - Remote, No Experience
Posted on: 18-02-2025 03:58
Community Moderator - Early Team Member
Posted on: 22-11-2024 05:34
Call Center Representative
Posted on: 16-07-2024 19:00
Remote Jobs - Work From Home
Posted on: 18-02-2025 03:58
Customer Development Manager - West Region
Posted on: 14-10-2024 04:22
Work from Home Yelp Jobs Entry-Level
Posted on: 09-07-2024 07:20
Online Order Filling Team Associate
Posted on: 28-10-2024 09:48
Python Software Engineer with GUI Experience, Work From Home, Fully Remote, 1-3 Years of Experience - R
Posted on: 13-09-2024 00:00
Google Cloud Platform (GCP) Data Solution Architect Principle
Posted on: 13-09-2024 00:00
Survey Data Analyst
Posted on: 07-09-2024 00:00