Team Lead, Bookkeeping

Summary

Join Housecall Pro's Accounting Solutions team as a Team Lead, Bookkeeping! In this role, you'll balance team management with individual contributions, leveraging your U.S. bookkeeping expertise to mentor others and ensure world-class service for our clients. You'll manage month-end processes, onboard new customers, and provide expert guidance on various accounting matters. This position requires 3+ years of U.S. bookkeeping experience, a Bachelor's degree in Accounting or Finance (or equivalent), and 1+ year of leadership experience. You'll be a key player in a supportive and entrepreneurial team focused on making accounting pain-free for our home service professionals. The role offers a chance to contribute to a growing fintech company with exposure to various financial products.

Requirements

• 3+ years of U.S. bookkeeping/accounting experience with in-depth understanding of SMB accounting methods and processes, including: Consolidation and preparation of financial statements
• Month-end book close and consolidation process, including journal entries, account reconciliations and flux analysis, A/P and A/R
• Bachelor's degree in Accounting or Finance, a similar certification or level of experience (such as QBO Proadvisor)
• 1+ years experience leading or mentoring others

Responsibilities

• Ensure that the Bookkeeping team is providing world-class service for our Pros
• Lead training and coaching sessions for team members
• Delegate resource allocation, team attendance, and track key metrics for the team
• Meet month-end service delivery deadlines for all dedicated accounts, including all actions necessary to deliver completed and reconciled books
• Guide our customers through a white-glove onboarding journey and ensure that each customer is confident and has completed books once the onboarding journey is complete
• Draw upon your extensive bookkeeping and accounting expertise to answer client questions, including financial statement errors, chart of accounts cleanup, sales tax matters, unresolved A/P and/or A/R issues, merchant services, and questions regarding third-party interactions
• Foster exceptional customer experiences and interactions, and employ robust organizational and communication skills to guarantee timely client follow-ups

Preferred Qualifications

• Finding joy in accuracy and efficiency
• Strong expertise in troubleshooting any bookkeeping and tax-related questions
• Track record of managing multiple projects with a strong attention to detail
• Strong written and verbal communication skills
• Excellent people skills: must be personable, patient, and good-humored
• Self-starter mentality and independent thinker; intelligent and effective problem-solver
• Interest or experience in home service business trades is a plus