US Accounting - Team Leader

Job Location:

Preference: Work from Office

Team Lead

Duties And Responsibilities

• Supervising the team along with managing client’s portfolio and overseeing their work.
• Candidate should have practical knowledge of bookkeeping in QuickBooks/Net Suite/Sage Intacct/Odoo/Xero.
• Candidate should be well versed with month end journal entries, payroll journal entries, bank reconciliations and other balance sheet reconciliations.
• Generate MIS Reports – AR Aging Analysis, AP Aging Analysis, Custom Reports.
• Candidate should be able to provide Detailed analysis of financial statements.
• The candidate is expected to independently lead and execute the onboarding and transition of new clients.
• Ensure timely submission of financial reports and support audit requirements.
• Study processes and suggest improvements.
• Liaising with the clients, teams, and reporting Managers.
• Responding to client queries and ensuring full confidentiality, transparency, and exceeding expectations whenever possible for the clients.
• Maintaining and developing strong client relationships.

Knowledge, Skills, And Abilities Required

• Minimum 05 years Bookkeeping experience with working knowledge of QuickBooks/Xero/Sage Intacct.
• Demonstrates in-depth knowledge of accounting principles and practices, with a strong ability to prepare, analyze, and interpret complex financial data
• Bachelor’s Degree in Commerce is a must.
• Good communication skills.
• Any knowledge of filing Income Tax returns of the US/ Canadian Individuals/ LLP/ Corporates will be much appreciated (example Form 1040, Form 1120, Form 1099, etc.).
• Able to multitask, prioritize, and manage time efficiently.
• Encouraging to team and staff; able to mentor and lead.
• Excellent verbal and written communication skills.
• One should have an intermittent to proficient knowledge in Excel.