Team Lead, Accounting
About The Position
At Momentum Accounting, the Team Lead runs the day-to-day operations of an accounting pod serving a defined book of clients. This is a player-coach role: the Team Lead manages a small team of bookkeepers and accountants, oversees the quality of client deliverables, and serves as the first point of escalation for client and team questions, while also personally managing a small client portfolio. The Team Lead reports to the Accounting Manager. The pod includes bookkeepers, junior accountants, and accountants. The role partners with Senior Accountants on complex client work and escalates client risks to the Accounting Manager. The position is 100% remote, with a 40-hour work week.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- 4 to 6 years of full-cycle, accrual-based accounting experience.
- At least 1 year in a lead, senior, or supervisory capacity, formal or informal.
- Strong knowledge of GAAP, monthly close, reconciliations, and financial statement preparation.
- Strong proficiency in Xero and QuickBooks Online.
- Enjoys developing people and can provide effective growth-oriented feedback.
- Comfortable tracking turnaround times, on-time delivery, and quality metrics.
- Strong written and verbal communication skills for explaining decisions to teams and clients.
- Able to manage own and team time without supervision in a remote-work setting.
- Calm and effective under pressure, including during month-end.
Nice To Haves
- CPA, EA, or active progress toward licensure.
- Prior experience at a CAS firm or outsourced accounting firm.
- Experience with Gusto, Bill.com, Reach Reporting, Expensify, Divvy, Relay, Ramp, Brex, PayPal, Stripe, or Shopify.
- Demonstrated ability to manage multiple clients in a fast-paced, dynamic environment.
- Familiarity with service-based, SaaS, and manufacturing or inventory sectors.
- Familiarity with Teamwork and 15Five.
Responsibilities
- Manage a team of bookkeepers and accountants assigned to a defined client portfolio; run weekly one-on-ones and a weekly pod huddle.
- Review the team’s month-end deliverables before they reach clients and provide constructive feedback that develops team members.
- Balance assignments across the pod, identify capacity issues early, and escalate them to the Accounting Manager with options.
- Act as the first point of escalation for client questions, team blockers, and process questions; resolve issues where possible and escalate others as appropriate.
- Personally manage a small portfolio of clients.
- Develop team members, identify training gaps, and address them.
- Coordinate with the Onboarding team to receive new clients and ensure the pod is equipped to deliver from day one.
- Keep the pod’s projects, tasks, and statuses in Teamwork accurate and up to date.
- Bring SOP gaps and workflow issues to the Accounting Manager with recommended fixes.
- Keep team performance check-ins, development goals, and weekly pulse current in Small Improvements.
- Drive on-time delivery, quality, team development, client satisfaction, team health, and process improvements.
Benefits
- Focus Fridays with no meetings for dedicated focus and rejuvenation.
- $100 per month fitness benefit.
- Up to $440 per month QSEHRA for qualifying medical expenses.
- 401(k) with company contribution.
- $50 per month phone reimbursement.
- $500 equipment stipend for a BYO laptop, with one replacement every five years.
- Unlimited PTO, with at least three weeks per year recommended.
- Mentorship, leadership development, and a path to senior firm leadership.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
