Vice President - US CPA Operations

Role Summary:

Vice President of Operations

Roles & Responsibilities:

Client Management & Relationship Leadership

• Serve as the primary point of contact for high-value U.S.-based CPA clients.
• Own client escalations, ensuring root-cause resolution and proactive follow-ups.
• Conduct regular performance reviews, status calls, and strategic planning sessions with clients.
• Align delivery and team strategy to evolving client needs and regulatory expectations.

Operational Leadership

• Lead and optimize daily operations across accounting, tax, and audit functions.
• Drive performance management via KPIs, SLAs, and quality benchmarks.
• Maintain adherence to U.S. GAAP, IRS compliance, and auditing standards.
• Standardize and scale delivery processes using automation, RPA, and lean principles.

Team Management

• Lead, mentor, and retain a team of 200+ professionals, including managers and team leads.
• Build leadership bench strength and succession planning strategies.
• Implement robust performance management, training, and upskilling frameworks.
• Foster a culture of accountability, innovation, and high performance.

Technology & Transformation Initiatives

• Champion the adoption of new technologies and tools

  to modernize service delivery and enhance productivity.
• Collaborate with internal stakeholders to

  support digital transformation and automation projects

  .
• Stay ahead of industry trends (e.g., AI in accounting, client portals, cloud platforms) and integrate best practices into operations.
• Leverage data and analytics to improve visibility, forecasting, and decision-making.

Executive Leadership & Reporting

• Provide strategic insights and updates to the SVP and executive leadership team.
• Participate in quarterly business reviews and support cross-functional initiatives.
• Contribute to strategic planning, budgeting, and growth initiatives.

Competency Skills:

• 15+ years of experience in accounting/shared services/KPO, with at least 5 years in a leadership role managing U.S. CPA/accounting firm clients.
• Bachelor’s degree in Business, Operations, Finance, or related field (MBA preferred)
• Strong experience managing

  U.S.-based CPA clients

  in a BPO or KPO environment.
• Proven track record in managing large teams across

  Accounting, U.S. Taxation, and Audit services

  .
• Deep knowledge of U.S. tax codes, GAAP, and audit compliance frameworks.

• Technology-savvy leader

  with experience in digital transformation, automation tools, and cloud-based systems.
• Familiarity with software such as QuickBooks, Xero, CCH Axcess, UltraTax, Lacerte, CaseWare, etc.