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Team Lead

Seattle, WA 98104

Posted: 06/17/2024 Specialization: Accounting/Finance/Tax Job Number: 3799 Salary / Pay Rate: $42.00

Job Description


We are actively seeking our next Team Lead, a joyful and driven team member with excellent communication skills, experience managing a multi-client cloud accounting team, and a love for process, teaching, and leading. We are a company on a multi-decade journey of evolution, we relish promoting from within and will support you in your efforts to grow

This position is available for US-based individuals seeking between 35-40 hours of work, allowing you to balance other important parts of your life with an exciting, fulfilling career.



So what are we looking for in an ideal candidate?

Personal Skills
  • Excellent communication skills across a variety of channels
  • An instinctive ability to recognize, retain, and respect team members
  • A love for training, supporting, and mentoring their team members to reach their full capabilities
  • Humility, patience, and a deeply rooted servant leadership mentality
  • A pleasure to work with;energetic and warm. You are enthusiastic about working daily

Professional Skills
  • Mastery in cloud accounting with experience managing a team that oversaw multiple sets of books from end to end. Public accounting experience is a plus
  • Intuition for understanding clients and knowing how to solve relationship challenges
  • Fluency with cloud accounting technologies (QBO, Bill.Com, Gusto, Avalara, Expensify, etc.)
  • Love of documentation, process, and detail. You create and build buy-in to structured workflows
  • An independent problem solver who can also ask for help when needed

What does the day-to-day look like for this role?
  • As Team Lead, you will be serving 30-50 small to medium-sized clients with a team of 4-6 part and full-time remote accounting staff
  • Your primary responsibilities are:
    • To joyfully manage your team - to get to know them as individuals and to build team cohesion and trust through holding weekly team meetings and individual 1-1s
    • To oversee your team’s delivery of client accounting services - this includes bookkeeping, payroll processing, bill pay, expense management, sales tax filings, reporting, etc. Monitoring to-do lists to ensure tasks are done on time, monthly and quarterly audits of work to ensure quality control, answering difficult accounting questions for the team, guiding the team in difficult conversations with clients, managing hours, and driving efficiency. Communicating team capacity to sales. Detailed oversight of new client onboardings.
    • To support and advise - using experience to guide clients on unique finance and accounting challenges.

Importantly, here’s what’s in it for you:
  • A joyful work environment where employees and culture are paramount. Our team loves what they do and we can’t wait to show you how that energy permeates throughout
  • Strong compensation. We strive to pay at the top of our industry and this position offers a starting hourly rate of $39 to $42/hour inclusive of significant quarterly profit share
  • Competitive benefits. We provide health, dental, and vision insurance, retirement matching, PTO, sick time, paid holidays, maternity/paternity leave, bereavement and jury duty leave, annual wellness benefits, and an annual in-person gathering


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