Lead Accountant

About the Role
We are a fast-growing tax and accounting firm seeking a Lead Accountant to oversee our financial workflows, mentor our bookkeeping team, and serve as a strategic bridge to our tax department.

In this role, you won't just watch the numbers—you will own the quality of our accounting data, lead a team, and directly advise clients on how their financial data can drive better business decisions. If you are an experienced supervisor looking for a dynamic role with clear ownership, we want to hear from you.

Key Responsibilities
Team Leadership: Supervise, train, and monitor bookkeepers on workflows, task completion, and billable hours.

Client Onboarding & Advisory: Lead the onboarding of new bookkeeping clients. Conduct monthly financial reviews with clients to provide actionable insights and performance data.

Tax Alignment & Integration: Create and maintain chart of accounts and QBO-to-tax software links to ensure seamless data transfers. Maintain client account checklists for efficient tax return processing.

Tax Team Liaison: Collaborate directly with the tax team to gather data for quarterly reviews and estimated tax payments.

Qualifications & Requirements
Active Credential: Certified Public Accountant (CPA) or Certified Management Accountant (CMA).

Leadership Experience: Proven supervisory background with a track record of managing team performance.

Technical Expertise: Quickbooks Online (QBO) Certified with strong system architecture skills (chart of accounts, software mapping).

Communication: Exceptional English verbal and written communication skills; comfortable presenting financials to clients.

Schedule: Ability to work the majority of your shift during core hours (10:00 AM – 6:00 PM Arizona Mountain Time).

Why Join Us?
Leadership Autonomy: Direct ownership of the bookkeeping division and team workflows.

Client-Facing Impact: Act as a true advisory partner to business owners, not just a back-office processor.

Collaborative Environment: Work hand-in-hand with an established tax team in a smooth, integrated system.

How to Apply
Ready to take the lead?

???? Please apply by submitting your application along with a link to your current resume.