Team Lead – US Accounting

Location:
Pune Work Mode: Work from Office

Job Type
Full-Time Shift: 2:30 PM – 11:30 PM 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 current 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

📌 Team Lead- US Accounting (India)
🏢 Finsmart Accounting
📍 India