Job Description

The Team Leader will be responsible for managing a team of bookkeeping professionals, ensuring quality and timely delivery of client work, coaching team members, and driving operational excellence. This role requires strong people management skills combined with a solid understanding of bookkeeping and accounting processes.

Key Responsibilities

  • Lead, mentor, and develop a team of bookkeepers and accounting professionals.
  • Allocate work and manage team capacity to meet client deadlines.
  • Monitor productivity, quality, and turnaround times.
  • Review work to ensure accuracy and compliance with internal quality standards.
  • Conduct regular one-on-one meetings, performance reviews, and coaching sessions.
  • Support onboarding and training of new team members.
  • Identify process improvement opportunities and implement best practices.
  • Escalate and resolve ope...

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