Lead Bookkeeper - Legal - Remote

Overview

As a Lead Bookkeeper, you’ll play a pivotal role in ensuring the accuracy and integrity of client files, mentoring associate bookkeepers, and fostering strong client relationships.

In Short

• Navigate full-service bookkeeping for external businesses with medium to high complexity
• Review and sign off on bookkeeping files, including HSTs, T4s, ROEs, WSIB, year-end adjustments and trust accounting
• Prepare and deliver client reporting as needed
• Manage multiple client deliverables with precision and prioritization
• Lead client onboarding meetings and ensure proper file setup
• Maintain ongoing client correspondence to support file completion
• Support Associate Bookkeepers with file reviews, training, and issue resolution
• Organize and lead team huddles and meetings
• Attend weekly strategy/accountability calls with the Workflow Manager

Requirements

• Proven ability to work independently and take ownership of work quality and timelines
• Proven confidence with trust accounting
• Confidence in delivering high-quality work without supervision
• Strong communication skills for client and team interactions
• Sound problem-solving ability with a solutions-focused mindset
• Experience with Karbon, Outlook, QBO, and other bookkeeping software
• Experience with Clio and other legal software considered a strong asset
• Ability to thrive in a collaborative team environment
• 2-5 years experience in law firm or legal environment

Benefits

• Work in a dynamic, values-led firm
• Opportunities for professional growth
• Collaborative work environment
• Supportive team culture
• Flexibility in work arrangements