Client Accounting Lead

Tech Systems Inc. (TSi)

. Own the overall care of full-charge bookkeeping and finance processes for 10–20 clients .

Posted 9/21/2026full-timeRemote • United StatesSenior💰 $70,000 - $78,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in full-charge bookkeeping and finance processes, including payroll processing, invoicing, and financial reporting. Proficient in managing multiple clients and implementing process improvements while providing excellent client communication and team leadership.

Highest-signal resume keywords

Full-Charge BookkeepingPayroll ProcessingQBO ExperienceProcess ImplementationClient Communication

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Accrual AccountingFinancial ReportingInvoicingBill-PayMonthly CloseSales Tax PreparationOnboarding PlansData Pulling from External SystemsCleanup ProcessesAudit-Ready Schedules

Soft Skills

Excellent Communication SkillsAttention to DetailResourcefulnessProblem-Solving AbilityCoaching Skills

Tools & Technologies

QBOBILLGustoCloud Accounting Software

Certifications & Qualifications

Higher-Education Accounting or Finance Degree

Industry Keywords

CPA Firm ExperiencePublic Accounting ExperienceRemote Client ManagementClient EngagementTeam Leadership

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Own the overall care of full-charge bookkeeping and finance processes for 10–20 clients
Manage invoicing, bill-pay, payroll processing, monthly close, sales tax, and year-end preparation
Schedule and delegate tasks to the support team
Review team work and coach team members
Answer questions warmly and clearly
Act as the primary client contact
Answer client questions and advise on process improvements
Review potential clients’ books to identify errors and support accurate pricing of new engagements
Craft onboarding plans for new clients
Delegate and manage cleanup and onboarding work after clients sign
Oversee cloud accounting tasks across varied clients and industries

Requirements

What you’ll need

5+ years remotely managing multiple clients in multiple industries from end to end
Experience with process implementation and improvement, onboarding and clean-up, financial reporting and interpretation
Extensive experience running payroll, closing monthly books, and creating processes for cash- and accrual-basis clients
4+ years in QBO, BILL, Gusto, and other common cloud accounting software
Strong accrual knowledge
Experience managing full accrual accounting processes
Experience maintaining detailed and audit-ready schedules for non-bank balance sheet accounts
Experience pulling data from external systems to complete the monthly close
Higher-education accounting or finance degree
Experience at a CPA firm or public accounting experience is a plus
Excellent communication skills across digital channels
Keen attention to detail
Resourcefulness and problem-solving ability
Openness to coaching and critiques
Excellent coaching skills and desire to teach and mentor junior staff
Joy and positive attitude in communications
Persistence and ability to politely remind others to stay on track
Strong, reliable home internet connection
Environment conducive to video and phone calls
Availability five days a week within standard professional hours
Must work on a W2 basis and track time by client and type of work
Cannot engage in additional paid accounting or bookkeeping work outside System Six
Position available to US-based individuals

Benefits

Comp & perks

A joyful work environment where employees and culture are paramount
100% remote environment with flexibility during daytime professional hours
Work equipment provided
Health and dental insurance
401k matching
PTO
Family leave
Annual in-person gatherings
Growth opportunities and support for promotion from within
Quarterly bonus structure based upon a percentage of client profit generated by the book of business, ranging from $2,000-$4,000 annually