Lead Bookkeeper

The Lead Bookkeeper for our Financial Services client, based in Nashville, is responsible for managing and overseeing the bookkeeping operations for a diverse portfolio of clients. This role requires a detail-oriented individual with strong accounting knowledge, excellent client service skills, and the ability to lead a team of bookkeepers. The Lead Bookkeeper ensures accurate financial reporting, compliance with accounting standards, and delivers exceptional service to clients.

Key Responsibilities:

Client Management:

• Serve as a point of contact for assigned clients, building and maintaining strong relationships.
• Understand clients' financial needs and provide tailored bookkeeping services to meet their business objectives.
• Communicate regularly with clients to provide updates, answer questions, and resolve any issues.

Bookkeeping and Financial Reporting:

• Oversee and manage the day-to-day bookkeeping operations for multiple clients, including accounts payable, accounts receivable, payroll processing, and bank reconciliations.
• Ensure accurate and timely recording of all financial transactions in compliance with GAAP and client-specific requirements.
• Prepare and review financial statements, including Profit and Loss statements, Balance Sheets, and Cash Flow Statements.

Team Leadership and Development:

• Lead, mentor, and support a team of junior bookkeepers, ensuring high standards of accuracy and efficiency.
• Provide training and guidance to team members, promoting their professional growth and development.
• Assign and monitor workload, ensuring deadlines are met and clients are satisfied with the services provided.
• Report to Lead Accountant for each client account to ensure accuracy and quality recording.

Process Improvement and Compliance:

• Identify opportunities for process improvements and implement best practices in bookkeeping and financial reporting.
• In cooperation with Lead Accountant, ensure compliance with all relevant accounting standards, tax laws, and regulatory requirements.

Technology and Systems Management:

• Utilize and manage accounting software (e.g., QuickBooks, Xero) and other financial tools to optimize bookkeeping processes.
• Assist in the implementation of new technology solutions to enhance service delivery and efficiency.
• Troubleshoot and resolve any issues related to bookkeeping systems and software.

Client Advisory Services:

• Collaborate with other departments within the firm to offer comprehensive financial solutions to clients.

Qualifications:

Education and Experience:

• Bookkeeping Certification, Bachelor’s degree in Accounting, Finance, or a related field or commensurate experience preferred.
• Minimum of 5 years of experience in bookkeeping or accounting, with at least 2 years in a supervisory role.
• Experience working in an accounting firm or client services environment is highly desirable.
• Experience managing accounts payable, accounts receivable and payroll processing.

Skills and Competencies:

• Strong understanding of accounting principles, bookkeeping practices, and financial reporting.
• Proficiency in accounting software (e.g., QuickBooks, Xero) and Microsoft Office Suite, particularly Excel.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and team members.
• Exceptional organizational skills, with the ability to manage multiple clients and deadlines simultaneously.
• Problem-solving abilities and attention to detail in a fast-paced environment.

Preferred Qualifications:

• Certified Bookkeeper (CB) or similar certification/commensurate experience.
• Experience with multi-state payroll and tax filings.
• Knowledge of industry-specific accounting regulations and compliance standards.