Team Lead, Accounting

Momentum Accounting

. Lead a pod of bookkeepers and accountants serving a defined client portfolio .

Posted 10/16/2026full-timeRemote • United StatesSenior💰 $85,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in full-cycle accounting, team leadership, and client management while ensuring adherence to GAAP standards and delivering high-quality financial services. Proficient in utilizing accounting software and tools to enhance team performance and client satisfaction.

Highest-signal resume keywords

Full-Cycle Accounting ExperienceGAAP ProficiencyTeam LeadershipXero and QuickBooks OnlineCoaching and Development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Accrual-Based AccountingFinancial Statement PreparationMonthly CloseReconciliationsPerformance Metrics Tracking

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationTime ManagementCalm Under PressureCoaching Mindset

Tools & Technologies

Teamwork15FiveGustoBill.comExpensify

Certifications & Qualifications

CPAEA

Industry Keywords

Client Portfolio ManagementService-Based SectorSaaSManufacturingOutsourced Accounting

About the role

Key responsibilities & impact

Lead a pod of bookkeepers and accountants serving a defined client portfolio
Run weekly 1:1s and weekly pod huddles
Review month-end deliverables before they reach clients
Provide constructive feedback and develop team members
Balance assignments and monitor pod capacity
Serve as first point of escalation for client questions, team blockers, and process questions
Maintain a small personal client portfolio
Coach bookkeepers and accountants toward career progression
Partner with the Onboarding team on new client handoffs
Maintain accurate projects, tasks, and statuses in Teamwork
Surface SOP gaps and workflow improvements to the Accounting Manager
Maintain performance check-ins, development goals, and weekly pulse updates in Small Improvements
Drive on-time delivery, quality, team development, client satisfaction, team health, and process improvement outcomes

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field
4 to 6 years of full-cycle, accrual-based accounting experience
1+ year in a lead, senior, or supervisory capacity (formal or informal)
Fluent in GAAP, monthly close, reconciliations, and financial statement preparation
Strong proficiency in Xero and QuickBooks Online
Coaching mindset and ability to develop people
Ability to track turnaround times, on-time delivery, and quality metrics
Strong written and verbal communication
Ability to manage time and team time independently in a remote environment
Calm under pressure during month-end
CPA, EA, or active progress toward licensure (nice to have)
Prior experience at a CAS firm or outsourced accounting firm (nice to have)
Experience with Gusto, Bill.com, Reach Reporting, Expensify, Divvy, Relay, Ramp, Brex, PayPal, Stripe, and Shopify (nice to have)
Multi-client experience (nice to have)
Familiarity with service-based, SaaS, and manufacturing/inventory sectors (nice to have)
Familiarity with Teamwork and 15Five (nice to have)

Benefits

Comp & perks

40 hour work week, 100% remote
Focus Fridays: No meetings, allowing for dedicated focus and rejuvenation.
$100/month fitness benefit
Up to $440/month QSEHRA for qualifying medical expenses
401(k) with company contribution
$50/month phone reimbursement
BYO laptop + $500 equipment stipend (one replacement every 5 years)
Unlimited PTO (recommended at least 3 weeks/year)
Mentorship, leadership development, and a clear path to senior firm leadership