Budgetease

Small Business Bookkeeping Team Leader (Client Accounting Services - CAS)

Cleveland, OhioFull timePosted about 2 months ago
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Small Business Bookkeeping Team Leader (Client Accounting Services – CAS)  If you are looking for an opportunity to grow in a Client Accounting Services Firm that fully supports work/life balance, this is the place for you. You will fit right in if you are technically proficient in Accounting and QuickBooks Online, agreeable, detail oriented, work well with deadlines, handle multiple tasks easily, and appreciate learning. Named one of the Top CAS firms in the Country and a Weatherhead 100 recipient, you will be part of a team of nationally known experts. Our services are in demand, and we continue to grow annually. We help over 200 organizations and small businesses every year. You will find every day is a new adventure at BudgetEase. Clients vary from providers of wind energy to airplane leasing for rock stars. Our team of Consultants are Better Together - we have not been stumped on a bookkeeping question yet. If you are not a QuickBooks Certified ProAdvisor you will be in the first two weeks on the job. Our four-week on-boarding program allows you to hit the ground running and the learning never ends at BudgetEase. You will be assigned a mentor and your education and development will never stop. Workspace  Most of the time you work from home. We provide all the equipment you need to do your job that includes regular Zoom meetings with clients.  Our office is in an upscale shared workspace near downtown Cleveland.  You will be expected to meet in person for training and once a month for work, in person as a team. BudgetEase’s mission, Making YOU Profitable, means everything we do results in making our clients profitable.  Culture/core values:  Having fun while getting things done Better together Cost Effective Solution for our clients  Qualifications  QuickBooks expert, 10 years’ Experience in Accounting, Finance, Bookkeeping Ability to easily read financial information to determine the financial strength of the organization. Adept at reviewing financial reports for accuracy and making corrections. Experience managing a team. Strong analytical and problem-solving skills Ability to learn new software quickly and have a love for numbers. Computer savvy and familiar with Windows Expert knowledge of Microsoft Office, a plus Strong time management, communication and administrative skills Detail oriented Enjoy working with people and a team Ability to work at a fast-pace Lifelong learner Maintain flexibility and adapt to dynamic work environment(s) Responsibilities  Coach/Mentor Team Members - Currently 2-4 members on a team  Meet with members of your team weekly to discuss their needs and progress with clients Provide Back-Up On-board new team members so they understand our processes, are competent working with clients, and feel good about working at BudgetEase  Assure Quality Delivery to Clients  Monitor delivery of service by the team  Assist your team in meeting client delivery s...