Role: Lead Accountant (Sole Contributor)
Location: Fully Remote
Engagement: Full-time, 40hrs per week (Independent Contractor)
Reporting to: CEO
What you’ll do
Bookkeeping & Operational Excellence
o Take ownership of all bookkeeping tasks from your client portfolio, ensuring timely and accurate completion every month.
o Communicating with HMRC if necessary.
o Review and reconcile client accounts, identifying and resolving discrepancies efficiently.
o Prepare monthly financial reports—including profit and loss statements and balance sheets—comparing results to prior months and offering insightful commentary.
o Manage year-end accounts preparation, ensuring accuracy, completeness, and compliance with relevant regulations.
o Proficient in end-to-end payroll, ensuring accurate calculations, timely submissions, and full compliance with regulations.
Client Communication & Support
o Serve as the primary point of contact for daily bookkeeping queries for your client portfolio, ensuring professional and timely responses.
o Escalate complex client concerns to the Client Manager with well-documented context and recommended solutions.
Process Improvement & Documentation
o Identify inefficiencies in workflows, and recommend practical improvements to enhance accuracy and efficiency to the Client Manager.
o Develop and maintain detailed documentation of bookkeeping processes to support scalability and team alignment.
o Record and track all work in the Practice Manager software, ensuring real-time visibility and reporting.
Reporting & Insight
o Provide regular updates to the Client Manager on client account performance and operational progress.
o Highlight recurring challenges or risks, offering strategic solutions to mitigate them.
Beyond Standard Bookkeeping Tasks
o As a Bookkeeping Team Champion, you will also: act as the first point of contact for the bookkeeping team regarding
day-to-day challenges and queries.
Full proficiency of bookkeeping & accounts preparation software (including BrightPay, Xero, TaxCalc, Karbon, Dext).
Provide guidance and ensure consistency in using required software, helping team members resolve issues effectively.
Collaborate with the Client Manager to identify training needs and process gaps within the team.
Support the Client Manager by facilitating a collaborative, problem-solving environment within the bookkeeping team.
Complex bookkeeping or client queries will be referred to and escalated to the Client Manager.
What success looks like
Bookkeeping Accuracy & Timeliness: All bookkeeping tasks for your portfolio are completed on time and meet Amarillo’s high standards of accuracy, with minimal errors or corrections required.
Client Satisfaction: Positive feedback from clients and/ or the Client Manager on the professionalism, responsiveness, and quality of your bookkeeping support.
Team Leadership: The bookkeeping team consistently turns to you for guidance on day-to-day challenges, with fewer escalations to the Client Manager.
Software Proficiency: Team members are confident in using required software due to your guidance, leading to smoother workflows and reduced bottlenecks.
Effective Communication: Clear, actionable updates and insights are consistently provided to the Client Manager, enabling informed decision-making.
