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.
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Meet weekly with team members to discuss their needs and client progress.
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Onboard new team members to ensure they understand processes and feel comfortable working with clients.
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Monitor service delivery by the team to meet client standards.
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Provide training tailored to individual team members.
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Maintain expert knowledge in QuickBooks and related applications.
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Deliver client services focusing on consulting, QuickBooks setup, and problem-solving.
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Communicate educational and training needs to the team.
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Research solutions to address client and team needs.
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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.
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Strong analytical and problem-solving skills.
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Experience managing a team and providing mentorship.
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Ability to read and interpret financial information accurately.
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Proficient in Microsoft Office and Windows.
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Strong time management and communication skills.
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Detail-oriented with a passion for numbers and lifelong learning.
Nice-to-haves
Experience with specialized apps and solutions related to bookkeeping.
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Background in business or finance.
Benefits
Mileage reimbursement
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Paid holidays
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Disability insurance
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Paid time off
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Cell phone reimbursement
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Work from home
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Flexible schedule
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Life insurance
