Team Lead- US Accounting

Zoho; Pune District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Finsmart Accounting is seeking a Team Lead – US Accounting in Pune, for a full-time, office-based role with a 2:30 PM – 11:30 PM shift. The candidate will manage day-to-day US accounting operations, review team deliverables, and coordinate client communications to ensure accurate, timely financial reporting.

The ideal candidate has 5+ years of US accounting experience, strong month-end closing knowledge, and proven team leadership.

Qualifications

• 5+ years of relevant experience in US Accounting or similar domain.
• Strong working knowledge of US Accounting, month-end closing, financial reporting, and financial statement review.
• Prior experience in team handling and US client management.

Responsibilities

• Review the accounting work completed by team members on a day-to-day basis.
• Ensure accounting deliverables are accurate, complete, and submitted within agreed timelines.
• Provide guidance and resolve accounting-related queries raised by team members.
• Ensure the month-end closing process is completed accurately and as per defined SOPs.
• Review and analyze Profit & Loss and Balance Sheet statements.
• Identify discrepancies, process gaps, and areas for corrective action.
• Support the team in handling complex accounting issues and client-specific requirements.
• Train team members on accounting tasks and processes as required.
• Conduct cross-training for knowledge and business continuity.
• Learn and implement new accounting applications and reporting tools for client servicing.

Skills

US Accounting

Month-End Closing

Financial Reporting

P&L & Balance Sheet Review

Team Handling

Client Management

Process Management

SOP Development

Quality Review

Stakeholder Management

Tools

QBO

Xero

NetSuite

Job description

Finsmart Accounting is a global accounting and finance outsourcing partner serving CPA firms, multinational corporations, and growing businesses. Since 2007, we have helped 300+ clients across multiple countries scale their finance operations through skilled accounting professionals and technology-enabled solutions. Our services include bookkeeping, accounting, tax, payroll, compliance, financial reporting, and virtual finance support. At Finsmart, we are driven by our core values of Partnership, Authenticity, Agility, Trust, and Joy, fostering a high-performance culture where professionals can build meaningful careers while helping clients accelerate growth.

Job Description

Location: Pune

Work Mode: Work from Office

Job Type: Full-Time

Shift: 2:30 PM – 11:30 PM

Educational Qualification

Experience

5+ years of relevant experience in core US Accounting or a similar domain is mandatory.

Strong working knowledge of US Accounting, month-end closing, financial reporting, and financial statement review.

Prior experience in team handling and US client management is preferred.

Role Overview

We are looking for a Team Lead – US Accounting who can manage day-to-day accounting operations, review team deliverables, support team members on accounting queries, and independently manage client communication.

The ideal candidate should have strong hands-on experience in US Accounting along with the ability to lead a team, manage client deliverables, and ensure accuracy and timely completion of work.

Key Responsibilities

Accounting & Process Responsibilities

Review the accounting work completed by team members on a day-to-day basis.

Ensure accounting deliverables are accurate, complete, and submitted within agreed timelines.

Provide guidance and resolve accounting-related queries raised by team members.

Ensure the month-end closing process is completed accurately and as per defined SOPs.

Review and analyze Profit & Loss and Balance Sheet statements.

Identify accounting discrepancies, process gaps, and areas requiring corrective action.

Support the team in handling complex accounting issues and client-specific requirements.

Train team members on specific accounting tasks and processes as required.

Conduct cross-training to ensure adequate process knowledge and business continuity.

Learn and implement new accounting applications and reporting tools required for client servicing.

Prepare, review, and update SOPs and process documentation in coordination with the team.

Client Management

Manage a portfolio of approximately 3–5 US clients.

Maintain professional and timely communication with clients.

Respond to client queries and ensure appropriate follow-up until resolution.

Participate in regular client calls to discuss accounting queries, deliverables, and requirements.

Conduct weekly client calls to understand client requirements and ensure service satisfaction.

Build and maintain strong working relationships with US clients.

Handle client escalations and coordinate with internal stakeholders for timely resolution.

Support the transition and onboarding of new clients and processes.

Team Management

Lead and manage a team of 3–5 members, including Bookkeepers, US Accountants, and Senior US Accountants.

Allocate work based on team members' skills, workload, and client requirements.

Monitor team productivity, quality, and adherence to timelines.

Ensure timely completion of client deliverables with the required level of accuracy.

Provide regular guidance, feedback, and on-the-job support to team members.

Identify training and development requirements within the team.

Review and validate SOPs, process documents, and training materials/videos.

Ensure effective resource utilization and smooth day-to-day team operations.

Reporting & Management Responsibilities

Prepare and share regular reports on team performance and productivity.

Monitor client satisfaction and service quality.

Track resource bandwidth and ensure effective allocation of team members.

Escalate operational challenges and critical client issues to management in a timely manner.

Support management in process improvement and operational initiatives.

Candidate Requirements

Strong hands-on knowledge of US Accounting processes is mandatory.

Good understanding of month-end closing and financial statement review.

Experience handling US clients and client communications.

Prior experience in team handling, mentoring, or leading accounting professionals.

Strong analytical and problem-solving skills.

Excellent verbal and written communication skills.

Strong attention to detail and focus on accuracy.

Ability to manage multiple clients, priorities, and deadlines effectively.

Ability to work independently while also supporting and guiding the team.

Strong ownership and accountability towards client deliverables.

Preferred Skills

Experience with QuickBooks Online (QBO) is preferred.

Exposure to Xero, NetSuite, or other accounting platforms will be an advantage.

Experience in SOP preparation, process transitions, and process improvement will be preferred.

Prior experience working with US-based accounting firms or US clients is highly preferred.

Key Skills

US Accounting | Month-End Closing | Financial Reporting | P&L & Balance Sheet Review | Team Handling | Client Management | Process Management | SOP Development | Quality Review | Stakeholder Management