Lead Bookkeeper

Overview

The organization is seeking a Lead Bookkeeper to support full-service bookkeeping and payroll for external businesses with medium to high complexity. This role offers options for remote, hybrid, or in-office work.

As a Lead Bookkeeper, you will ensure the accuracy and integrity of client files, mentor associate bookkeepers, and maintain strong client relationships. You will review and sign off on files, manage communications, and help with onboarding and training initiatives.

Responsibilities

• Navigate full-service bookkeeping and payroll for external businesses with medium to high complexity
• Review and sign off on bookkeeping files, including HSTs, T4s, ROEs, WSIB, year-end adjustments, and trust accounting
• Prepare and deliver client reporting as needed
• Manage multiple client deliverables with precision and prioritization
• Lead client onboarding meetings and ensure proper file setup
• Maintain ongoing client correspondence to support file completion
• Support Associate Bookkeepers with file reviews, training, and issue resolution
• Organize and lead team huddles and meetings
• Attend weekly strategy/accountability calls with the Workflow Manager

This job description is not all-inclusive, and additional activities, duties, or responsibilities may be required as needed.

Requirements

• Proven ability to work independently and take ownership of work quality and timelines
• Confidence delivering high-quality work without supervision
• Strong communication skills for client and team interactions
• Sound problem-solving ability with a solutions-focused mindset
• Experience with Karbon, Outlook, QBO, and other bookkeeping software
• Full-cycle payroll experience; PCP designation is an asset
• Ability to thrive in a collaborative team environment

Preferred Qualifications

• Experience or familiarity with the full scope of bookkeeping reviews and payroll-related deliverables listed above (HSTs, T4s, ROEs, WSIB, year-end adjustments, and trust accounting)

Compensation & Benefits

• Starting salary range: $55,000 to $65,000 per year
• Compensation will be determined based on the successful candidate’s education, relevant experience, and skills

Additional Information

• Position type: Existing Vacancy: Internal and External
• Use of Artificial Intelligence (AI): Applicants are advised that AI may be used to support aspects of the recruitment process, such as application screening or scheduling.