Senior Bookkeeper / Bookkeeping Team Lead

About Bookkeeper360:

Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, we’ve been a trusted partner to thousands of business owners and have earned recognition from NerdWallet, Forbes, and Entrepreneur as a top bookkeeping solution.

We’re proud to be named one of Accounting Today’s 2026 Best Firms to Work For, 2026 Inc. Best Workplaces, and a Fastest Growing Company by Inc. 5000. With a 4.8-star Google rating from 1,000+ clients, we’re growing fast and expanding our team to meet demand.

About the Role:

This position works within our client fulfillment department. You will be responsible for managing your own book of clients and delivering our services.

What You'll Do:

• Manage client relationships weekly and monthly
• Serve as the primary point of contact for Bookkeeper360 clients
• Interact with business owners, providing them monthly financial reviews or as needed by the client
• Address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting
• Manage and lead 1-3 bookkeepers in maintaining transactional bookkeeping tasks on accounts, such as AP/AR, categorizing expenses, reconciliations
• Effectively delegate and review work assigned to your team to ensure promptness and accuracy
• Reconcile tax returns to books and records
• Deliver exceptional service on time and on budget
• Complete any back work projects in an efficient, timely manner
• Routinely communicate with your manager regarding financial close, accounting issues, and deliverables
• Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients
• Set up and manage cloud technology integrations
• Review workflow and business operations, and make technology and app recommendations to increase efficiencies

How to Be Successful In This Role:

• Driven and accountable: You take initiative, own your results, and strive for excellence
• People-centered: You lead with empathy, humility, and collaboration
• Hustle mindset: You’re motivated, competitive, and ready to lead the pack
• Lifelong learner: You’re curious, growth-minded, and always leveling up
• Tech-forward: You embrace new tools, love innovation, and thrive in a remote, digital environment

What Gets You to the Top of the List:

• A passion for helping small businesses
• 3-5 years of experience overseeing the work of bookkeepers or staff accountants
• A Bachelor’s degree in Accounting, or a related field (BS/MS/MBA preferred)
• Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries
• Cloud-based accounting experience
• Public accounting experience
• Consulting experience
• Expertise in accrual basis financial reporting