Bookkeeping Team Leader

Application is at the bottom of this page

Our goal at Specialty Bookkeepers is to partner with passionate business owners by specializing in the books, so that they can focus on what they do best: growing their businesses. We are looking to hire a Bookkeeping Team Leader for a long-term remote position, working 35-40 hours per week. 

This position provides a flexible schedule, but the majority of your work will be performed between 8:00 am -5:00 pm MST and must be your first priority in terms of work/employment. You will be unable to work full-time elsewhere and satisfactorily complete the duties required of this position (i.e., it’s not a side hustle). 

Responsibilities – Manage the performance of your bookkeeping time and the financials of all of your team’s financials. This includes (but not limited to):

  • Overseeing the creation, delegation, and timely completion of all tasks for your clients
  • Ensure timely response to client questions and concerns
  • Identify process issues or gaps in communication or processes with clients’ accounting
  • Drive the timely delivery of monthly financial statements
  • Prepare monthly review videos of client financials
  • Manage the onboarding and training of clients onto SBK systems, processes, and procedures
  • Manage a team of up to 4 other bookkeepers, providing feedback, guidance, and constructive criticism
  • Serve as primary liaison between clients and SBK
  • Ensure SBK standards and processes are adhered to
  • THIS POSITION WILL ULTIMATELY BE RESPONSIBLE FOR THE SUCCESS OF EACH OF THEIR TEAM’S CLIENTS
  • Other duties as assigned

Requirements:

  • High degree of customer service, attention to detail, and ability to manage multiple tasks. Excellent written and verbal communication skills.
  • 2 years minimum experience in managing 100% of a client’s financials.
  • Must be able to problem-solve. Learning new programs and problem-solving issues is imperative.
  • Proficient with technology; solid knowledge of computer operations and software.
  • Must have (or be willing to obtain) a dedicated secure internet connection.
  • Must have a quiet, clean, and visually professional environment/workspace for video calls, client meetings, etc.
  • Strong customer service skills – the ability to interact with customers through video and audio tools in a way that is professional, friendly, and reassuring.
  • Ability to work in a fast-paced environment with minimal supervision.
  • Must be located in the United States or Canada.
  • Travel to semi-annual in-person team retreats. Locations for in-person team meetings will vary.  

Experience with the following is preferred (but not required):

  • QuickBooks Online
  • Dext
  • Zapier
  • Microsoft Excel
  • Keeper
  • ClickUp
  • Gusto

We are seeking a candidate who:

  • Possesses ninja customer service skills
  • Is empathetic and loves to help others
  • Has a quiet workspace for meetings and conversations
  • Knows how to prioritize, stay organized, and can problem-solve
  • Is Humble, Hungry, and Smart
  • Preference to applicants with bookkeeping and/or remote work experience

What we value:

  • Accuracy and Speed – We strive to give our clients timely responses to their questions and accurate information to allow them to grow their businesses.
  • Continuous Improvement – Processes, Productivity, and Personal Development. We encourage and expect a never-ending quest to continually make ourselves and our operations better.  Applicant must be able to accept constructive criticism as processes are always evolving and can be improved.
  • Fun – If we aren’t enjoying what we are doing, then why do it?
  • Attention To Detail – We want someone who prides themselves on making sure our services remain top-notch. We value Attention to Detail so much, we have a secret for you. We will only be giving interviews to applicants who answer this question in the “Additional Comments” section: “What superpower do you bring to teams that you are on?”. Be sure to use the word “superpower” so we know you read the full job description. This is how we find the super rad people like YOU amongst all the people who throw their resume at every job application out there. In short, this is how we find you!
  • Honesty & Integrity – Our clients give us visibility into their financial situation, which feels very private to them. Trust between our team and our clients is paramount.
  • Flexibility and a willingness to learn new things – We are a fast-growing company with a variety of ever-evolving needs.

Who we are:

  • A small but growing team that truly wants to help good folks grow and operate their own successful businesses.
  • We work hard but we like to laugh.
  • Knowledge of cheesy 80s music along with the ability to recite quotes from The Princess Bride and Scrubs is a definite plus!
  • Not boring! If you’re stodgy and humorless, in the words of Pearl Jam… we’re “Not for You.”

The Perks, Performance, and the Pay:

  • The starting pay for this position is $24/hr.
  • This  position will average 35-40 hours per week.
  • This position provides a flexible schedule. You will be expected to work primarily between 8:oo am-5:00 pm MST, but are encouraged to fit in errands, kid pickups, doctor appointments, or anything else around your work schedule.
  • Computer and IT services provided and managed by Specialty BK
  • Health insurance
  • Paid vacation
  • Paid holidays
  • 401(k) (eligibility begins following one full year of employment)
  • Bonus program
  • Flexible schedule
  • Paid training
  • Continuing education benefit
  • IT allowance

*Attention Fellow Business  Owners*
If you find yourself inspired by our job posting, please note that  we do not legally give you permission to copy our job posting.
If you want to learn more about the hiring process, go check out Breakthrough for Bookkeepers & Accountants