Lead Client Funds Accounting – Tax

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee, assess, and authorize the daily operations of CFA analysts, including the daily and weekly reconciliation of payroll, tax, and benefit accounts.

• Manage, coach, and conduct performance evaluations for designated team members.

• Provide training for the team’s technical and professional growth.

• Set weekly tasks that contribute to both team and company success as well as individual advancement.

• Make proactive decisions to minimize liability.

• Prepare month-end reconciliations, investigate financial discrepancies, and assist Corporate Accounting.

• Collaborate with the Product Team and internal stakeholders to test and implement new business initiatives.

• Monitor cash across the entire client base to mitigate risks and ensure proper recording of activities.

• Propose strategies and action plans to address cash shortfalls and surpluses.

• Develop policies and procedures that enhance internal controls, boost efficiency, and facilitate rapid scaling.

• Work alongside Banking/Tax Treasury and Finance teams to suggest improvements for MasterTax or Web Pay operations.

• Address exceptions and improve cross-functional collaboration and reporting.

• Advise and direct staff on cash collections based on reports.

• Ensure compliance with department operating procedures and internal controls.

• Promote ongoing process improvements.

• Review and authorize process documentation.

• Assist Client Services with inquiries.

• Support Audit teams by providing timely SOX/SOC and other compliance documentation.

• Review and approve Client Credits in accordance with company policies.

⛳️ Requirements

• Bachelor's degree in Finance or Accounting.

• Over 5 years of experience in payroll services or banking operations.

• More than 3 years of experience with service bureau account reconciliations.

• Experience in managing and mentoring staff is preferred.

• Familiarity with MasterTax Software.

• In-depth knowledge of payroll service bureaus.

• Strong problem-solving capabilities.

• Ability to thrive in a fast-paced environment.

• Preferred strong work ethic both in teams and individually.

• Excellent communication skills.

• Proficiency in Microsoft applications, including Excel and Access.

• High degree of integrity.

• Ability to remain seated for extended periods, typically 7–8 hours a day.

• Capability to operate computer and phone systems, type, and use multiple software programs simultaneously.

• Availability five days per week during designated work hours.

• Must be eligible to work within the U.S.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• 401(k) matching program.

• Fully remote work from home or location of record within the U.S.

• Opportunities for career development.

• Training for technical and professional advancement.

• Annual bonus based on individual performance.