Bookkeeping Team Lead

Welch LLP; Ottawa; On-site; CAD 70,000 - 75,000; Full time

Job summary

Welch LLP, headquartered in Ottawa, seeks a Bookkeeping Team Lead for its Elevate group. You will oversee the bookkeeping team, train staff, and ensure timely completion of client work while coordinating with managers and partners.

The role requires 2+ years in full cycle bookkeeping, payroll experience, and proficiency with cloud and desktop software such as Dext, QBO, Sage 50 and QuickBooks. Strong client service and communication are essential.

Qualifications

• University degree or College diploma in Bookkeeping or Accounting.
• Two years of experience in a full cycle bookkeeping role.
• Two years of payroll experience and payroll reporting.
• Experience handling multiple clients' bookkeeping duties.

Responsibilities

• Supervise bookkeeping team and provide training.
• Coordinate with managers and partners on tasks.
• Manage bookkeeping for multiple companies using online or desktop software.
• Reconcile accounts, process payroll, and file returns.
• Maintain client communication via email, phone, and video calls.
• Ensure accurate documentation for reviews by partners or CRA.
• Prepare monthly and quarterly reports including payroll and taxes.

Skills

Dext

QBO

Plooto

Wagepoint

Karbon

Sage 50

QuickBooks Desktop

English

French

Education

University degree

College diploma

Tools

Sage 50 / QuickBooks Desktop

Job description

Salary Range: $70000-$75000

Choose Local, Choose Welch LLP

Headquartered in Ottawa, with 12 offices between Gatineau and Toronto, the key to our success is continually evolving to meet the needs of its employees, clients and the marketplace. With a full suite of professional services, ranging from traditional assurance to expert business advisory, our clients respect and value the firm’s expertise and commitment to exceptional service. Our clientele is as varied as the economic landscape, ranging from start-ups to large, multi-divisional privately-held companies and small cap public companies listed in Canada.

We offer our employees invaluable prospects: possibility forgrowthand advancement; variety to explore different career paths;opportunityto specialize and deepen skills; andflexibilityof work-life balance to enjoy family and personal interests.

Grounded in a values-led culture (care, impact, empower), we are focused on creating a diverse and inclusive environment, in our leadership, and supporting our surrounding communities.

National Firm expertise, with the value and service of a mid-market firm

Established in 1918, we evolved from a single office to the largest locally owned and operated firm in the Ottawa region. With 12 offices and over 300 people across Ontario and Western Quebec, Welch LLP has deeps roots in the communities it serves. Welch ranks as one of the largest mid-market accounting firms in Canada and with strong growth prospects.

About the Opportunity

Welch LLP is currently looking for a Bookkeeping Team Lead for our Elevate team! As the Bookkeeping Team Lead, you will be challenged with taking on increasingly important responsibilities. You will work closely will all members of your team including managers and partners.

Duties and Responsibilities

• Follow up with bookkeeping team on the completion of assigned work in accordance with established due dates
• Effectively managing the bookkeeping team by providing training on how to manage tasks, guidance and delegate work
• Act as the central point of reference within the firm for bookkeeping/bookkeeping systems questions for both staff and clients
• Manage bookkeeping for multiple companies at a time using online or desktop accounting software, including the ability to reconcile accounts receivable and payables, generate weekly/bi-weekly payroll, and file quarterly and annual returns
• Manage client needs and provide excellent customer service, communicating with our business owner customers via e-mail and phone and video conference calls
• Follow up with external vendors as needed to maintain accurate client books
• Working with clients to provide ad-hoc information as requested including reporting and problem solve for clients when required
• Monthly & quarterly reporting – payroll, GST, HST, WSIB, EHT, etc.
• Communicate efficiently and effectively with manager.
• Maintain clear documentation to allow for partner/manager or external (CRA) review efficiently.

Note: This job description is not intended to be all inclusive. Other duties may be required to meet the ongoing needs of the organization.

Qualifications

Education & Experience:

• University degree or College diploma in Bookkeeping or Accounting
• A minimum of two (2) years of experience in a full cycle bookkeeping role or a combination of education and experience in a full cycle bookkeeping role
• Minimum 2 years of experience with payroll and payroll reporting
• Minimum 2 years of experience completing bookkeeping duties for multiple clients

Skills & Knowledge:

• At least two (2) years of direct use of Dext, QBO, Plooto, Wagepoint, and Karbon in a Cloud Bookkeeping environment
• Two (2) years of experience using Sage 50 / QuickBooks Desktop
• General knowledge of bookkeeping deadlines required
• Excellent problem solving skills
• Excellent interpersonal skills and good team player
• Excellent client/customer service skills
• Ability to effectively plan, organize and control work
• Ability to work in a fast paced environment, working on multiple assignments, with a high degree of autonomy over work
• Initiative, willingness and ability to accept responsibility
• Aptitude for dealing with people in a respectful manner
• Ability to work under pressure, decisiveness, creativeness, good judgment and common sense
• Proven ability to recognize and analyze problems, propose sound alternatives and conclusions
• Ability to develop and maintain good relationships with clients
• Excellent verbal and written communication skills in English
• Excellent verbal and written communication skills in French would be an asset

Welch LLP welcomes and encourages applications from people with disabilities. If you require accommodation during any stage of the recruitment process, please indicate this in your application. There is no AI used in Welch's hiring process.

We thank all applicants for their interest but only those selected for an interview will be contacted.