Bookkeeping Lead at Heard
Job Description
📋 Description
- Lead and develop offshore bookkeepers for high performance and accountability
- Manage targets across quality, productivity, SLAs, and automation
- Optimize month-end, payroll, onboarding, year-end workflows for efficiency
- Use data and reporting to identify trends, bottlenecks, and improve performance
- Manage BPO partner relationships to ensure high-quality service
- Partner with Tax, Support, and Product to resolve issues and improve experience
🎯 Requirements
- 5+ years in bookkeeping or accounting operations
- 2+ years leading or mentoring team members
- Strong understanding of S-Corp and Sole-proprietor bookkeeping
- Experience in a high-volume, tech-enabled services environment
- Data-driven; comfortable using dashboards and performance metrics
- Strong process design and documentation skills
🎁 Benefits
- Competitive salary, flexible PTO, healthcare, and home office wellness stipends
- Opportunity to reshape financial services for mental health providers
- Fast-paced environment with visible impact on the business
