Client Accounting Services Lead

This is a fully remote position, open to applicants anywhere in the world.

📋 Description

• Lead, coach, mentor, and oversee a team of approximately 8–10 accountants and bookkeepers.

• Take ownership of the entire accounting process as the senior accounting authority.

• Develop standard operating procedures (SOPs) and establish the team’s quality benchmarks.

• Address complex accounting challenges related to leases, equity transactions, multi-currency, and inventory.

• Provide assistance to the team, fractional CFOs, and clients on intricate matters.

• Participate in client calls and clearly articulate issues in layman’s terms.

• Work alongside fractional CFOs to ensure that financial records are sufficiently accurate for decision-making.

• Manage, mentor, and nurture the development of accountants and bookkeepers while aiding in recruitment.

• Review work prior to submission to a CFO or client and offer direct feedback.

• Plan portfolio capacity and guarantee that deadlines are consistently met.

• Conduct weekly accounting team meetings to remove obstacles and tackle recurring issues.

• Oversee the month-end close for all clients, ensuring accuracy within two to ten business days.

• Approve close files, reconciliations, and working papers.

• Establish and uphold standards for fixed assets, loans, prepaids, accruals, and deferred revenue.

• Lead variance analyses across Shopify, Amazon, wholesale revenue, and expenditure categories.

• Coordinate year-end activities with tax accountants and CPA firms.

• Maintain SOPs, checklists, and the close calendar.

• Standardize charts of accounts, working paper templates, weekly flash reports, and monthly packages.

• Implement automation and AI enhancements in collaboration with the AI team.

• Manage intercompany and multi-entity operations, FX revaluation, inventory and COGS reconciliations, landed costs, and year-end adjustments.

• Investigate and escalate sales tax, VAT, and nexus inquiries across the US, UK, and EU.

• Serve as the senior accounting liaison for clients and CFOs.

• Document action items from client calls and proactively flag potential risks.

⛳️ Requirements

• Over 7 years of experience in accounting.

• More than 3 years of experience leading a team of accountants or bookkeepers and reviewing their work.

• Experience managing multiple clients in public practice, outsourced accounting, or client accounting services, or holding a controller position across several entities.

• Profound knowledge of technical accounting, including accrual-basis accounting, leases, equity transactions, deferred revenue, and FX revaluation.

• Proficient in Xero and QuickBooks Online.

• Experience in ecommerce accounting with platforms like Shopify, Amazon Seller or Vendor Central, and handling multi-currency transactions.

• Proven track record of developing processes and SOPs that others can follow.

• Fluent in business English, both written and spoken.

• Comfortable appearing on camera for client interactions.

• Capable of coaching and demonstrating empathy.

• Flexibility to work from anywhere in the world with sufficient overlap with North American business hours.

• CPA, CA, or ACCA certification is a plus.

• Experience in audit, quality of earnings, or due diligence is preferred.

• Familiarity with tools such as NetSuite, A2X, Dext, Hubdoc, Bill.com, Rippling, or Gusto is advantageous.

• Experience in expanding an accounting team is a plus.

🏝️ Benefits

• Competitive salary aligned with your market.

• Performance-based bonus.

• Fully remote position, allowing you to work from anywhere in the world.

• Generous paid time off.

• Company-wide shutdown between Christmas and New Year.

• Leadership role within a rapidly growing firm.

• Clear pathway to partnership.

• Opportunity to work across a portfolio of ecommerce and consumer brands with revenues up to $150M.

• Collaborative global team environment.