Bookkeeper - Team Lead

Bookkeeper, Team Lead

Location: Minneapolis–St. Paul (Hybrid)

Employment Type: Full-Time

Overview

Track is seeking an experienced Bookkeeper, Team Lead to join our growing team. This is a full-time, hybrid role based in the Minneapolis–St. Paul area.

In this role, you’ll balance hands-on client work with people leadership. You’ll manage a portfolio of bookkeeping clients while serving as a technical expert, mentor, and quality lead for the broader bookkeeping team. You’ll play a key role in ensuring accuracy, consistency, and operational excellence across client financials—while helping the team grow and perform at a high level.

Client Bookkeeping & Financial Management (70%)

At full capacity, you’ll manage month-end bookkeeping and close for approximately 15–20 clients , depending on complexity. Responsibilities include:

• Perform full-cycle bookkeeping and month-end close
• Ensure accurate transaction categorization and maintain optimized charts of accounts for performance and tax analysis
• Reconcile revenue between accounting software and payment processors (e.g., Stripe, PayPal, and industry-specific platforms)
• Record payroll accurately using third-party providers such as Gusto and ADP
• Reconcile bank accounts, credit cards, and loan balances
• Prepare financial statements (Profit & Loss and Balance Sheet), including high-level analysis
• Deliver monthly financial insights to clients via email recaps and/or Loom videos
• Onboard new clients to QuickBooks Online and clean up or standardize existing QBO files
• Serve as the primary point of contact for higher-complexity bookkeeping clients
• Handle occasional AR/AP needs for select clients
• Oversee and/or complete annual 1099 filings

Team Leadership & Operational Oversight (30%)

• Review client files and provide quality control for other bookkeepers
• Coach and mentor junior bookkeepers to improve accuracy, efficiency, and client communication
• Assist with workflow management and capacity planning
• Standardize processes and implement best practices for month-end close and reporting
• Support hiring, onboarding, and training of new bookkeeping team members as needed

Qualifications

• 4+ years of professional bookkeeping or accounting experience
• Strong proficiency in QuickBooks Online (required)
• Solid understanding of accounting principles and best practices
• Proven ability to manage multiple clients with varying levels of complexity
• Excellent communication and interpersonal skills
• Ability to work independently in a hybrid/remote environment while managing team workflows
• Strong attention to detail and problem-solving skills
• Experience with inventory accounting (retail or e-commerce) is preferred

Education

• Bachelor’s degree in Accounting or a related field preferred, but not required for candidates with relevant experience

Compensation & Benefits

• Base salary plus performance-based compensation
• Compensation is designed to grow with your impact and performance rather than fixed annual increases
• Salary: $75,000+, depending on experience
• Full medical, dental, and vision insurance with company contribution
• Generous paid time off and company holidays
• 401(k) with company contribution
• Maternity and paternity leave
• CPE and professional license reimbursement
• Busy-season DoorDash allowance

About Track

Track is a long-term partner to individuals and businesses seeking professional tax, accounting, and financial strategy services. We deliver comprehensive solutions that help clients navigate the complexities of tax planning and financial management with confidence.

Track is an Equal Opportunity Employer, including disability and veteran status.

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.