Team Lead – US Accounting

Educational Qualification

• B.Com / M.Com / CA Inter / CA / MBA / ICWA or equivalent qualification.
  

Experience

• 5+ years of relevant experience in core US Accounting or a similar domain is mandatory.
  

• Strong working knowledge of US Accounting, month-end closing, financial reporting, and financial statement review.
  

• Prior experience in team handling and US client management is preferred.
  

Role Overview

We are looking for a Team Lead – US Accounting who can manage day-to-day accounting operations, review team deliverables, support team members on accounting queries, and independently manage client communication.

The ideal candidate should have strong hands-on experience in US Accounting along with the ability to lead a team, manage client deliverables, and ensure accuracy and timely completion of work.

Key Responsibilities

Accounting & Process Responsibilities

• Review the accounting work completed by team members on a day-to-day basis.
  

• Ensure accounting deliverables are accurate, complete, and submitted within agreed timelines.
  

• Provide guidance and resolve accounting-related queries raised by team members.
  

• Ensure the month-end closing process is completed accurately and as per defined SOPs.
  

• Review and analyze Profit & Loss and Balance Sheet statements.
  

• Identify accounting discrepancies, process gaps, and areas requiring corrective action.
  

• Support the team in handling complex accounting issues and client-specific requirements.
  

• Train team members on specific accounting tasks and processes as required.
  

• Conduct cross-training to ensure adequate process knowledge and business continuity.
  

• Learn and implement new accounting applications and reporting tools required for client servicing.
  

• Prepare, review, and update SOPs and process documentation in coordination with the team.
  

Client Management

• Manage a portfolio of approximately 3–5 US clients.
  

• Maintain professional and timely communication with clients.
  

• Respond to client queries and ensure appropriate follow-up until resolution.
  

• Participate in regular client calls to discuss accounting queries, deliverables, and requirements.
  

• Conduct weekly client calls to understand client requirements and ensure service satisfaction.
  

• Build and maintain strong working relationships with US clients.
  

• Handle client escalations and coordinate with internal stakeholders for timely resolution.
  

• Support the transition and onboarding of new clients and processes.
  

Team Management

• Lead and manage a team of 3–5 members, including Bookkeepers, US Accountants, and Senior US Accountants.
  

• Allocate work based on team members' skills, workload, and client requirements.
  

• Monitor team productivity, quality, and adherence to timelines.
  

• Ensure timely completion of client deliverables with the required level of accuracy.
  

• Provide regular guidance, feedback, and on-the-job support to team members.
  

• Identify training and development requirements within the team.
  

• Review and validate SOPs, process documents, and training materials/videos.
  

• Ensure effective resource utilization and smooth day-to-day team operations.
  

Reporting & Management Responsibilities

• Prepare and share regular reports on team performance and productivity.
  

• Monitor client satisfaction and service quality.
  

• Track resource bandwidth and ensure effective allocation of team members.
  

• Escalate operational challenges and critical client issues to management in a timely manner.
  

• Support management in process improvement and operational initiatives.
  

Candidate Requirements

• Strong hands-on knowledge of US Accounting processes is mandatory.
  

• Good understanding of month-end closing and financial statement review.
  

• Experience handling US clients and client communications.
  

• Prior experience in team handling, mentoring, or leading accounting professionals.
  

• Strong analytical and problem-solving skills.
  

• Excellent verbal and written communication skills.
  

• Strong attention to detail and focus on accuracy.
  

• Ability to manage multiple clients, priorities, and deadlines effectively.
  

• Ability to work independently while also supporting and guiding the team.
  

• Strong ownership and accountability towards client deliverables.
  

Preferred Skills

• Experience with QuickBooks Online (QBO) is preferred.
  

• Exposure to Xero, NetSuite, or other accounting platforms will be an advantage.
  

• Experience in SOP preparation, process transitions, and process improvement will be preferred.
  

• Prior experience working with US-based accounting firms or US clients is highly preferred.
  

Key Skills

US Accounting | Month-End Closing | Financial Reporting | P&L & Balance Sheet Review | Team Handling | Client Management | Process Management | SOP Development | Quality Review | Stakeholder Management