Team Lead - US Accounting Bookkeeping

Job Description

Roles and responsibilities: Guiding the team to deliver accurate Bookkeeping for US - Small Business clients and being a point of contact for the team for any technical queries and assist in dealing with complex clients. Demonstrate critical thinking and the ability to bring order to unstructured problems. Must have experience of working with senior management Should be able to build KPIs for the team and report the same to the management monthly basis. Shall also be the point of contact for any escalation or urgent request. Prepare and consolidate reports from all senior analysts and send them to the onshore team once a week. Ensure that all groups in the team have a balanced workload. Conduct a high-level review of the clients at random to ensure that quality standards are met. Ensure that all clients are properly assigned and follow up with the respective account managers regarding inactive clients. Conduct timely technical sessions (as needed) to fill any knowledge gaps. Ensure that all training materials are kept up to date. Prepare various reports for management on the team's performance, capacity utilization, and overall client status. Will be responsible for identifying areas for improvement, expanding the scope of work in the process, standardization of the process, and implementing various automation tools. Setting up the best practices for collecting client financial information, analyzing, verifying, and reporting. Handle basic payroll task, and communicate with tax accountants will be beneficial too Experience Required Should have at least 7 years of US Bookkeeping/Accounting experience for small business clients. Should have at least 3 years of experience in handling a of US Bookkeeping team. In-depth knowledge of necessary bookkeeping procedures, best practices, and terminology. Knowledge on US payroll and the tax deductions. Excellent communication skills, both verbal and written. Attention to detail and accuracy of work. Should have strong knowledge of Microsoft Outlook, Excel, Xero, and XPM. Skill Set Required - Must Have In-depth US Bookkeeping/Accounting Knowledge Good Communication Skills US Bookkeeping knowledge/experience Good MS Office skills Good to have Xero software knowledge/experience Requirement - Must Have Qualification CPA/CA/MBA/M. Com or any equivalent degree 7-9 years of US Bookkeeping experience for Small Business Clients Team handling experience of at least 2 years