US Client Accounting Lead
About the role
Accountabilities
Oversee full-charge bookkeeping and finance processes for a portfolio of approximately 10–20 clients, including invoicing, bill-pay, payroll processing, monthly close, sales tax, year-end preparation, and financial reporting.
Manage accounting activities for both cash- and accrual-basis clients, maintaining accurate records and detailed, audit-ready schedules for non-bank balance sheet accounts.
Serve as the primary accounting contact for assigned clients, responding to questions, providing guidance, and identifying opportunities to improve financial processes.
Coordinate with support team members by scheduling and delegating work, reviewing deliverables, answering questions, and providing clear, empathetic coaching.
Review the accounting records of prospective clients, identify historical errors and clean-up requirements, and support accurate engagement pricing.
Develop and manage onboarding and clean-up plans for new clients, delegating tasks and ensuring a smooth transition into established accounting processes.
Continuously identify opportunities to improve workflows, service quality, efficiency, and consistency across client engagements.
Maintain clear communication with clients and colleagues through digital channels while keeping projects and accounting deliverables on track.
5+ years of experience managing multiple clients across different industries in a cloud accounting environment.
At least 4 years of hands-on experience with QuickBooks Online, BILL, Gusto, and other commonly used cloud accounting platforms.
Strong knowledge of accrual accounting, including month-end close processes, reconciliations, balance sheet schedules, payroll, and financial reporting.
Experience managing accounting processes from onboarding and clean-up through ongoing bookkeeping, reporting, and year-end preparation.
Bachelor’s degree or higher in Accounting, Finance, or a related field; CPA firm or public accounting experience is a plus.
Strong communication and relationship-building skills, with the ability to work effectively with clients and distributed teams through digital channels.
Excellent attention to detail and a commitment to maintaining high standards of accuracy and quality.
Strong problem-solving and resourcefulness, combined with good judgment about when to seek collaboration or support.
Demonstrated ability to coach, mentor, and develop junior accounting professionals with patience and clarity.
A positive, collaborative approach and willingness to receive and provide constructive feedback.
Strong organizational skills and persistence when coordinating multiple client priorities and deadlines.
Comfortable working independently in a fully remote environment with reliable internet and a professional setting suitable for video and phone calls.
Availability five days per week during standard professional hours, with weekly hours potentially fluctuating by approximately 3–5 hours based on client demand.
Willingness to work on a W-2 basis and dedicate professional accounting work to the role without taking on additional paid accounting or bookkeeping engagements.
Base salary of $70,000–$78,000 annually.
Quarterly bonus opportunity based on a percentage of client profit generated by your portfolio, with an indicated annual bonus range of $2,000–$4,000.
100% remote work environment with flexibility during daytime professional hours.
Company-provided work equipment.
Health and dental insurance.
401(k) matching.
Paid time off (PTO).
Family leave.
Annual in-person team gatherings.
Opportunities for professional development and internal career growth.
A collaborative culture focused on employee well-being, flexibility, coaching, and work-life balance.
Full-time employment with a minimum expected commitment of 30 hours per week.
Please note that this position does not qualify toward the experience requirement for CPA licensing involving substantial use of relevant CPA skills.
Requirements
Benefits