Client Accounting Team Lead

AnswerKeyPh; Quezon City; On-site; PHP 670,000 - 1,339,000; Full time

Job summary

Answerkeyph is seeking a Client Accounting Team Lead to guide a team of accountants delivering end-to-end client accounting and compliance services in an outsourced setting.

You will oversee client portfolio delivery, review financial reports, manage BIR tax statutory compliance, and serve as the primary escalation point for client concerns while coaching staff and building strong client relationships.

Qualifications

• Bachelor’s degree in Accountancy or related field required.
• CPA license is an advantage.
• 3–5 years accounting experience with 1–2 years in a team lead or client-facing role.
• Experience in outsourced accounting or shared services preferred.

Responsibilities

• Lead, coach, and support assigned Accountants in managing client accounts and deliverables.
• Oversee client portfolio delivery and review financial reports and schedules.
• Coordinate with tax and statutory teams to ensure BIR compliance deadlines.
• Act as primary escalation point for client concerns and deliverables issues.
• Standardize processes and reporting templates to improve efficiency.
• Support onboarding and knowledge transfer for new team members.

Skills

People Leadership

Coaching

Delegation

Workload Management

Analytical Thinking

Attention to Detail

Problem-Solving

Client Communication

Stakeholder Management

Time Management

Process Improvement

Education

Bachelor’s Degree in Accountancy, Finance, Business Administration, or related field

CPA license (advantage)

Job description

We are seeking a Client Accounting Team Lead to guide a team of accountants delivering end-to-end client accounting and compliance services. In this role, you will oversee client portfolio delivery, review financial reports, manage BIR tax statutory compliance, and serve as the primary escalation point for client concerns. This position is ideal for an experienced Senior Accountant or Accounting Supervisor looking to drive quality control, coach talent, and build strong client relationships in an outsourced accounting setting.

Key Responsibilities

Team Leadership and Work Allocation

• Lead, coach, and support assigned Program Accountants in managing client accounts and deliverables.
• Assign portfolios and tasks based on workload, complexity, capability, and agreed deadlines.
• Conduct regular team huddles, workload reviews, and one-on-one coaching sessions.
• Monitor attendance, capacity, productivity, and completion of assigned work; escalates resource constraints promptly

Client Accounting Delivery & Review

• Review bookkeeping, account reconciliations, schedules, financial reports, and other accounting outputs before client submission.
• Ensure deliverables are complete, accurate, properly supported, and consistent with the agreed client scope
• Oversee month-end and year-end closing activities and resolve material reconciling items.
• Provide technical guidance on accounting treatment, documentation, and reporting concerns.

Tax Statutory Compliance Coordination

• Monitor the team’s preparation and filing of applicable BIR and other statutory requirements within prescribed deadlines.
• Review tax schedules, returns, supporting documents, and payment instructions for accuracy and completeness.
• Maintain a compliance calendar and flag missing client documents or potential exposure to management.
• Coordinate with internal specialists or external advisers on complex compliance matters when required.

Client Relationship and Issue Resolution

• Serve as the primary escalation point for client concerns involving accounting deliverables, timelines, and documentation
• Conduct client meetings and explain accounting reports, outstanding requirements, risks, and recommended actions clearly.
• Maintain professional, responsive communication and document decisions, commitments, and follow-ups
• Manage scope-related concerns and refer out-of-scope requests for proper approval.

Process Improvement and Management Reporting

• Standardize templates, trackers, workpapers, and workflows to improve efficiency and consistency.
• Prepare periodic reports on portfolio status, overdue deliverables, pending client inputs, risks, and team capacity.
• Support onboarding and knowledge transfer for new Program Accountants and newly assigned client accounts.
• Perform other related duties consistent with the role and business requirements

Education

• Bachelor’s Degree in Accountancy, Finance, Business Administration, or related field. A CPA license is an advantage

No. of years' experience

• At least 3–5 years of experience, including at least 1–2 years in a team lead, senior accountant, reviewer, or client-facing role. Experience in an accounting firm, shared services, or outsourced accounting environment is preferred.

Required Skills

• People Leadership, Coaching, Delegation and Workload Management
• Strong analytical judgment, Attention to detail, and problem-solving ability
• Clear client communication, stakeholder management, and issue escalation.
• Ability to manage multiple client accounts and competing deadlines.
• High accountability, integrity, confidentiality, and service orientation.
• Process improvement mindset and ability to translate standards into practical team procedures