The Team Lead is responsible for managing a team of executives and associates, ensuring timely and accurate delivery of accounting, taxation, auditing and assurance and compliance services to clients. The role acts as a bridge between Managers/Partners and the execution team, with a strong focus on quality control, client coordination, and team development.
Key Responsibilities
Client & Assignment Management
- Handle day-to-day client requirements related to accounting, compliance, and reporting
- Act as the first level of review before submissions are escalated to Managers/Partners
- Coordinate with clients for data collection, clarifications, and issue resolution
- Ensure adherence to agreed timelines and service-level commitments
Accounting & MIS Oversight
- Review bookkeeping, ledger scrutiny, and month-end / year-end closures
- Supervise preparation of MIS reports, variance analysis, and reconciliations
- Ensure accuracy in bank, GST, TDS, and other statutory reconciliations
- Support finalisation of accounts under supervision of senior leadership
Taxation & Statutory Compliance
- Oversee preparation and filing of GST returns, TDS returns, Income Tax returns, and related workings
- Ensure compliance with Companies Act, LLP Act, and other applicable regulations
- Assist in handling notices, assessments, and audit queries
- Track statutory due dates and ensure zero non-compliance
Team Leadership & Review
- Allocate work among team members and monitor progress
- Review work output for accuracy, completeness, and compliance
- Guide, train, and mentor executives and associates
- Identify skill gaps and support continuous learning within the team
Process & Quality Improvement
- Follow and enforce MSA's SOPs, checklists, and internal controls
- Identify recurring issues and suggest process improvements
- Support standardisation and automation initiatives
- Maintain proper documentation and working papers
Key Skills & Competencies
- Strong understanding of accounting, taxation, and compliance frameworks
- Review-oriented mindset with high attention to detail
- Ability to manage multiple clients and deadlines simultaneously
- Effective communication with clients and internal stakeholders
- Leadership, delegation, and problem-solving skills
Qualifications & Experience
- Chartered Accountant
- 1–2 years of relevant experience in a CA firm or professional services environment
- Prior experience in handling teams and client coordination preferred
Reporting Structure
- Reports to: Manager / Partner
- Supervises: Executives, Associates, Trainees
