Team Lead, Accounting

Overview

This role is a player-coach Team Lead position within an accounting pod. You will run the day-to-day operations for a defined book of clients, manage a small team of bookkeepers and accountants, ensure high-quality deliverables, and serve as the first point of escalation for both client and team questions. You will also maintain a small personal client portfolio.

You will report to the Accounting Manager. The pod includes bookkeepers, junior accountants, and accountants, with partnership on more complex client work alongside Senior Accountants.

Responsibilities

• Lead a pod: Manage a team of bookkeepers and accountants assigned to a defined client portfolio; run weekly 1:1s and a weekly pod huddle.
• Review work quality: Review month-end deliverables from your team before they reach clients; provide clear, constructive feedback to support development.
• Own pod throughput: Balance assignments across the pod; spot capacity issues early and escalate to the Accounting Manager with options.
• First line of escalation: Address client questions, team blockers, and process questions; resolve what you can and escalate what needs attention.
• Carry your own portfolio: Own a small portfolio of clients personally to stay close to the work.
• Coach and develop the team: Develop bookkeepers into accountants and accountants into senior accountants; identify training gaps and close them.
• Partner with onboarding: Ensure new clients are received cleanly from the Onboarding team and that the pod has what it needs from day one.
• Maintain accuracy: Ensure pod projects, tasks, and statuses reflect reality at all times.
• Surface process improvements: Bring SOP gaps and workflow issues to the Accounting Manager with a recommended fix.
• Maintain team improvements: Conduct performance check-ins, development goals, and weekly pulse to stay current.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 4 to 6 years of full-cycle, accrual-based accounting experience
• 1+ year in a lead, senior, or supervisory capacity (formal or informal)
• Strong technical foundation, including GAAP, monthly close, reconciliations, and financial statement preparation
• Strong proficiency in Xero and QuickBooks Online (comfortable working in both and answering team questions on either)
• Coaching mindset; enjoys developing people and providing feedback that produces growth
• Comfort working with metrics, including turnaround times, on-time delivery, and quality
• Strong written and verbal communication skills to explain decisions clearly to both team and clients
• Remote work discipline; manage your time and your team’s time without supervision
• Calm under pressure; month-end is not chaotic when you are in charge

Preferred Qualifications

• CPA, EA, or active progress toward licensure
• Prior experience at a CAS firm or outsourced accounting firm
• Experience with the following software stack: Gusto, Bill.com, Reach Reporting, Expensify, Divvy, Relay, Ramp, Brex, PayPal, Stripe, and Shopify
• Multi-client experience in a fast-paced, dynamic environment
• Industry familiarity: service-based, SaaS, and manufacturing/inventory sectors
• Familiarity with Teamwork and 15Five

Compensation & Benefits

• Salary: $85,000 to $105,000
• Schedule: 40 hour work week, 100% remote
• Focus Fridays: No meetings, allowing for dedicated focus and rejuvenation
• Fitness benefit: $100/month
• QSEHRA: Up to $440/month to help cover qualifying medical expenses
• 401(k) with company contribution
• Phone reimbursement: $50/month
• Equipment: BYO laptop + $500 equipment stipend (one replacement every 5 years)
• Unlimited PTO (recommended at least 3 weeks/year)
• Career growth: Mentorship, leadership development, and a clear path to senior firm leadership

Location

• 100% remote