The Role:

We are seeking an Accounting Team Lead to join a growing team. The ideal candidate thrives in a fast-paced, high-pressure environment while maintaining strong attention to detail and accuracy. This role requires the ability to work efficiently, communicate clearly with clients, and consistently deliver high-quality output. Strong follow-through and a commitment to excellence are critical for success.

Location: Must be in Philippines – Remote.

Environment: Philippines and international teams

Language: Advanced English (B2 to C1)

Work Schedule: 9:30 AM – 6:30 PM Eastern Standard Time (10:30 PM – 7:30 AM Philippine Standard Time), follows Philippine holidays

Employment Type: Full time

Requirements:

Education: Bachelor's degree in Accounting required; CPA preferred
Experience: 7+ years of full-cycle accounting experience preferred, ideally in a multi-client environment, accounting firm, or outsourced accounting services
Skills:
Experience working with U.S.-based clients (minimum 2 years preferred)
Leadership experience with ability to delegate, oversee quality, and guide junior team members
Experience managing 30+ clients, or at least 15 larger clients
Experience with QuickBooks Online preferred but not required
Client-facing experience, including presenting financial reports and explaining financial results
Strong proficiency in Microsoft 365 applications
Strong interpersonal, analytical, and communication skills
Solid understanding of GAAP
Strong ability in data management, analytics, and reporting
Ability to work independently with minimal supervision

Accounting Responsibilities

Perform analysis of financial data to identify trends and provide actionable insights to clients
Schedule MS Teams video calls with clients to review financial reports
Present financial statements, KPI reports, and variance analyses during monthly and quarterly client meetings
Maintain consistent, professional communication with assigned clients and CPAs

Delegation & Review Responsibilities

Manage and delegate daily, weekly, monthly, quarterly, and annual accounting tasks
Perform monthly bookkeeping reviews for complex client accounts
Ensure the team maintains updated client checklists in Karbon
Review QuickBooks file clean-ups for newly onboarded clients
Train team members on new client assignments as needed
Delegate bookkeeping and accounting tasks as clients are onboarded
Serve as the first escalation point for complex accounting issues and ad hoc requests
Train Accounting Assistants on how to review their own work effectively
Provide guidance on variances in monthly, quarterly, and annual adjustments and reconciliations
Review payroll transmissions processed by the accounting team
Review and guide resolution of variances in quarterly payroll tax returns and reconciliations
Review and provide guidance on complex monthly and quarterly sales tax filings
Interpret IRS updates and communicate key compliance requirements to the team
Review bills entered in Bill.com by the accounting team or AP Specialist as needed
Review invoices created in QuickBooks Online or Bill.com as needed

Additional Responsibilities (as needed)

Develop annual budgets and cash flow forecasts
Lead accounting catch-up and clean-up projects for newly assigned clients

Administrative & Miscellaneous Responsibilities

Operate in alignment with company core values when solving problems
Enter time daily in Karbon
Manage calendars and coordinate workload schedules
Schedule weekly team meetings as needed
Support 1:1 check-ins focused on goals, performance, and development
Attend daily team huddles
Participate in trainings and workshops
Support adoption of new ERP systems, tools, and process improvements

US Accounting Lead- Remote

Accounting Team Lead