Remote Client Accounting Lead

  • Remote
  • Anywhere

A cloud-accounting firm is seeking a Client Accounting Lead to executes and oversee a full suite of cloud accounting tasks across a variety of clients and industries.
Job Type:

*Must have CPA firm experience
Full time & Part time availabile, W2
Location: REMOTE within the US
Compensation: $30- $33 per hour DOE

  • Multi-client cloud accounting experience. You’ve remotely managed multiple large clients in multiple industries from end to end including process improvement, onboarding and clean-up. You’ve had over 3 years experience running payroll, closing monthly books, and creating processes for cash and accrual-basis clients. 2+ years in QBO, Gusto, etc.
  • Strong accrual knowledge. You’ve managed clients with full accrual accounting processes and have maintained detailed and audit-ready schedules for non-bank balance sheet accounts and have worked with clients that have to pull in data from external systems to complete the monthly close.
  • Higher-education accounting degree. Experience at a CPA firm or public accounting experience is a plus 
  • Excellent communication skills across digital channels and an innate desire to build relationships
  • Keen attention to detail and a passion for bringing the same out of others
  • Resourcefulness as an excellent problem solver who also knows when to ask for help
  • Humility and openness to coaching and critiques; always seeking to improve
  • Excellent coaching skills and a desire to empathetically teach and mentor junior staff
  • Joy and a positive attitude in all communications internally and externally
  • Persistence and an ability to politely remind others to stay on track 


  • You are responsible for the overall care of end-to-end bookkeeping and finance processes (invoicing, bill-pay, payroll processing, monthly close, sales tax, year-end prep, etc) for 10-20 clients.
  • You work with the support team on all aspects of service delivery by scheduling and delegating tasks, reviewing work, and coaching and answering questions warmly and clearly.
  • You act as primary client contact, answering questions with joy and advising as needed to suggest process improvements.
  • You review the books of potential clients to see what errors need fixing and to help sales in accurate pricing of new engagements along with crafting a plan to onboard new clients into our systems. When potential clients sign, you delegate and manage the necessary clean-up and onboarding work.


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Job Overview

  • Location

  • Career Level

    Permanent Full Time
  • Work Experience

    3-5 years
  • Qualification

    CPA or EA Required - Yes
  • Salary

    $30 - $33 Year
  • Category


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