- the Team Lead US Accounts will be responsible to manage and oversee accounting operations for US-based clients. The ideal candidate will have strong expertise in US accounting principles, team leadership, and client communication. This role requires excellent organizational skills, attention to detail, and the ability to manage multiple projects under tight deadlines.
- Essential Duties and Responsibilities
- Technical Operational Responsibilities: Manage month-end and year-end closing processes.Perform bank and account reconciliations.Prepare monthly and annual financial statements.Handle payroll accounting and ensure compliance with forms (940, 941).Manage multiple engagements simultaneously and deliver signature-ready outputs. Client-Facing Responsibilities: Communicate effectively with US CPA firms and end clients.Direct interaction with clients and managing client communications.Review monthly and yearly bookkeeping/accounting projects.Ensure timely completion of projects and reprioritize tasks as needed. Leadership Responsibilities: Supervise and lead a team, creating an atmosphere of trust and collaboration.Oversee team performance and ensure quality deliverables.Controlling attrition and motivate, encourage team members to maintain high morale and productivity.
- Key Success Measures
- Client Client Satisfaction, Associate Retention and AttractionFinancial Reduced cost-to-serve/optimization, Profitability improvementOperational Defined Structure, Improved Employee Value PropositionPeople Higher associate engagement, lower attrition
- Education, Skills Experience
- 5+ Years of experience.Bachelor or Mastersdegree in accounting.CA or CA inter or CPA Technical Skills: Accounting Software: QBO (QuickBooks Online), QBD (QuickBooks Desktop), Xero. Excel Expertise: Advanced Excel (HLOOKUP, VLOOKUP, Pivot Tables). Accounting Knowledge: Accrual and cash basis accounting. Financial Reporting: Preparation of monthly and yearly financial statements. Reconciliation: Bank and account reconciliation. Payroll: Payroll accounting, payroll software, Forms 940 941. Industry-Specific: Real estate accounting and related software. Forms Knowledge: Familiarity with all accounting forms. Soft Skills: Strong verbal and written communication.Excellent interpersonal skills.Ability to multitask and reprioritize under tight deadlines.Strong organizational skills.Client handling and team communication.Good experience with Insurance sector, NPO will be must
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