Quickbooks Team Lead

Job Mobz

. Manage a portfolio of small business clients .

Posted 11/9/2026full-timeRemote • South AfricaSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing small business client accounts, utilizing QuickBooks Online for bookkeeping and financial reporting, while leading and mentoring a team of bookkeepers. Proficient in accounting principles and customer service, with a strong focus on detail and problem-solving.

Highest-signal resume keywords

QuickBooks Online CertificationTeam Leadership Experience3+ Years Bookkeeping ExperienceCustomer Service ExperienceAccounting Principles Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingFinancial ReportingAccount ReconciliationTransaction CategorizationProblem-SolvingAttention to DetailFinancial Statement AnalysisProcess ImprovementClient Account ManagementTraining and Onboarding

Soft Skills

Communication SkillsCustomer Service MindsetEmpathyProactive ApproachTeam Support

Tools & Technologies

QuickBooks OnlineSalesforceSlack

Certifications & Qualifications

QuickBooks Online Certification

Industry Keywords

Small Business AccountingBookkeeping Best PracticesFinancial ReviewsClient ServiceU.S.-Based Clients

About the role

Key responsibilities & impact

Manage a portfolio of small business clients
Categorize transactions, reconcile accounts, and maintain clean ledgers
Identify and resolve bookkeeping and accounting discrepancies
Conduct monthly financial reviews
Manage multiple client accounts using QuickBooks Online
Prepare timely and accurate financial reporting
Handle complex bookkeeping and accounting issues independently
Serve as the main point of contact for clients
Communicate with clients via chat, email, and phone
Explain financial information clearly to small business owners
Proactively identify and resolve client concerns
Lead, mentor, and support a team of bookkeepers
Provide guidance on QuickBooks Online functionality and accounting best practices
Review team members’ work for accuracy, consistency, and quality
Assist with training, onboarding, and coaching
Monitor team workloads, deadlines, and service quality
Collaborate with internal teams using Salesforce and Slack
Identify opportunities to improve bookkeeping processes and team efficiency

Requirements

What you’ll need

Active QuickBooks Online Certification is required
Extensive hands-on QuickBooks Online experience, including reconciliations, financial reporting, and managing multiple client accounts
Previous team leadership or management experience is required, ideally overseeing bookkeepers or accounting professionals
3+ years of professional bookkeeping or accounting experience
1+ years of customer-facing or client service experience, ideally supporting U.S.-based clients
Strong understanding of accounting principles, financial statements, and bookkeeping best practices
Excellent spoken and written English proficiency
Strong customer service mindset and ability to explain financial information clearly and empathetically
High attention to detail, strong problem-solving skills, and proactive approach
Ability to balance individual bookkeeping responsibilities with team leadership duties
Degree in Accounting, Finance, or related field, or equivalent experience
Must be based in the Johannesburg area
Must be available to work North American business hours (9 AM–5 PM PST)
Must meet Bench’s minimum hardware and internet requirements

Benefits

Comp & perks

Full-time employment
Remote work arrangement for desk work
Opportunity to manage a portfolio of small business clients
Team leadership, mentoring, and coaching responsibilities
Training and onboarding support
Collaboration with internal teams using Salesforce and Slack