This opportunity is well suited to an experienced accounting professional who enjoys combining financial expertise with client relationship management and team leadership. As an Account Lead, you will serve as the primary owner of assigned client relationships, ensuring accounting deliverables are accurate, timely, and aligned with each client's needs. Success in this role requires sound judgment, strong organization, proactive communication, and the ability to delegate effectively while maintaining accountability for overall engagement quality.
Key Responsibilities
Client Relationship Management
- Serve as the primary point of contact for assigned clients and build trusted, long-term relationships.
- Communicate proactively, clearly, and professionally across all client interactions.
- Lead seamless onboarding for new clients and identify opportunities to improve service and add value.
- Take ownership of commitments, deadlines, and client needs.
- Anticipate potential issues and address them before they become larger problems.
Financial Oversight & Deliverables
- Ensure client deliverables are accurate, timely, organized, and consistent with established standards.
- Conduct financial reviews to validate data integrity and identify risks or opportunities.
- Provide meaningful financial insights that support client decision-making.
- Use sound judgment to resolve issues or determine when escalation is appropriate.
- Maintain visibility into AP workflows and intervene when issues require attention.
Team & Workflow Management
- Manage competing priorities across multiple client engagements.
- Delegate effectively to offshore team members while providing clear direction and reviewing completed work.
- Maintain accurate, organized client information within project management systems.
- Monitor team capacity and proactively identify opportunities to improve utilization.
- Promote collaboration and accountability across the engagement team.
Process & Technology
- Consistently apply organizational policies, processes, and accounting best practices.
- Encourage the use of technology and automation to improve efficiency and accuracy.
- Adapt quickly as client needs, priorities, and business circumstances change.
- Contribute ideas that improve workflows and overall service delivery.
Qualifications & Experience
- Bachelor's degree in Accounting, Finance, or a related field required.
- 3–5 years of accounting or client-facing financial services experience preferred.
- Experience managing client accounts and/or accounting workflows.
- Familiarity with AP processes and general accounting principles.
- Proficiency with QuickBooks or comparable accounting software.
- Strong organizational, analytical, and communication skills.
- Demonstrated ability to delegate, prioritize, and manage multiple engagements.
- Experience working with offshore or distributed teams is a strong plus.
- Experience within an outsourced accounting, advisory, or professional services environment is highly desirable.
Key Competencies & Attributes
- Client ownership and relationship management
- Financial judgment and business acumen
- Accountability and reliability
- Organization and prioritization
- Delegation and team coordination
- Problem-solving
- Proactive communication
- Attention to detail
- Adaptability
- Continuous improvement mindset
Work Environment & Benefits
The organization is committed to maintaining an inclusive and respectful workplace that supports employees with a range of backgrounds, beliefs, and needs. Employees may choose between two annual holiday calendar options: a Jewish holiday calendar or a secular holiday calendar. The organization also offers shorter Fridays to accommodate Sabbath observance. These scheduling options are designed to support employees' individual needs while maintaining effective client service and team collaboration.
Benefits include:
- Health, dental, and vision insurance
- 401(k)
- Flexible spending account
- Health savings account
- Paid time off
- Ongoing mentorship and professional development
- Exposure to a broad range of client industries and financial environments