Client Services Lead, CPA (US Acctg.) -- Client Success, Team Leadership & Operational Excellence

Accountalent; Philippines; On-site; PHP 900,000 - 1,800,000; Full time

Job summary

Accountalent is seeking a Client Services Lead in the Philippines to oversee client relationships, reporting quality, and team performance across multiple engagements. You will guide onboarding, coordinate with the bookkeeping team, and drive improvements using automation and AI tools.

The ideal candidate has 5+ years in US bookkeeping or accounting, with 3+ years in a leadership role, and a strong GAAP background. CPA preferred; this role is onsite in a fast-growing firm embracing innovation.

Qualifications

• Bachelor’s Degree in Accountancy; CPA is preferred.
• Solid foundation in GAAP and financial reporting.
• Minimum 5 years US bookkeeping/accounting or financial services experience; 3+ years in leadership.

Responsibilities

• Lead client services to deliver accurate financial reporting and insights.
• Coach and develop bookkeeping teams; manage multiple client portfolios.
• Ensure on-time service delivery, onboarding, and adherence to standards.
• Drive process improvements, automation, and AI adoption across engagements.

Skills

Leadership

Client relationship management

Strategic planning

Communication

Analytical thinking

Education

Bachelor’s Degree in Accountancy

CPA preferred

Tools

QuickBooks

Puzzle

Rillet

Xero

NetSuite

Excel / Google Sheets

Job description

Ready to Lead, Innovate & Make an Impact? Join Accountalent as our next Client Services Lead

At Accountalent, we've helped 7,500+ startups and growing businesses maximize tax savings, streamline accounting, and scale with confidence.

Now, we're looking for an exceptional Client Services Leadwho is passionate about client success, team development, operational excellence, and leveraging AI to transform the future of accounting.

You'll be the trusted advisor for clients, the coach for a high-performing team, and the operational leader driving excellence across multiple client engagements.

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What You'll Do?

A successful Client Services Lead delivers accurate financial reporting, builds trusted client relationships, develops high-performing teams, and drives operational excellence through effective planning, organization, leadership, performance monitoring, and continuous improvement. This leader embodies Accountalent's core values of Integrity, Teamwork, Happy Clients, and Happy Staff while contributing to sustainable growth and profitability.

Client Service & Relationship Management.

• Serve as the point of contact for assigned clients, fostering trusted, long-term relationships through responsive and professional service.
• Ensure timely client communication by responding to inquiries within one business day and maintaining proactive, professional engagement.
• Support client meetings to review financial performance, discuss business needs, and identify improvement opportunities.
• Assist in resolving client concerns and service-related issues promptly, professionally, and effectively.
• Identify opportunities to enhance client value, support service fee reviews, and contribute to the cross-selling of additional accounting and advisory services.

Service Delivery & Quality Assurance.

• Oversee the timely and accurate delivery of bookkeeping services.
• Review monthly financial reports, reconciliations, and accounting work for accuracy and completeness.
• Ensure month-end and year-end closing activities are completed on schedule.
• Oversee New Clients Onboarding.
• Monitor compliance with accounting standards, client-company policies, and internal controls.
• Review work of team members
• Maintain high service quality standards across all client engagements.
• Maintain complete, accurate, and well-organized client files and documentation in accordance with company policies, accounting standards, and industry best practices.
• Lead, mentor, and develop bookkeeping team members.
• Manage and assign client portfolios and balance workloads effectively.
• Conduct regular performance reviews, coaching sessions, and development planning.
• Foster a culture of accountability, teamwork, and continuous improvement.
• Support onboarding and training of new team members

Operational Management.

• Participate in planning team capacity and resource allocation to support business growth.
• Participate in monitoring utilization rates, productivity, and service delivery metrics.
• Develop and improve bookkeeping workflows and standard operating procedures.
• Cross functional collaboration to ensure seamless client service.

Technology & Process Improvement.

• Champion the adoption of accounting technology, automation, and AI tools.
• Identify opportunities to improve efficiency, accuracy, and scalability.
• Drive continuous improvement initiatives that enhance team productivity and client experience.

Other ad hoc duties (as needed)

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What We're Looking For?

Education & Professional Qualifications

• Bachelor’s Degree in Accountancy graduate.
• CPA is preferred.
• Solid accounting foundation.
• Strong understanding of financial reporting and analysis (GAAP)

Experience

• Minimum of 5 years of US bookkeeping, accounting, or financial services experience.
• Minimum of 3 years in a leadership, supervisory, or client management role.
• Proven experience managing multiple client accounts and delivering high-quality accounting services.
• Experience reviewing the work of bookkeeping staff and ensuring accuracy, completeness, and compliance.
• Experience with client onboarding, process improvement, and workflow management.
• Experience working in an outsourced accounting, bookkeeping, or professional services environment is highly preferred.
• Hands-on experience with accounting systems (e.g., QuickBooks, Puzzle, Rillet, Xero, NetSuite, or similar)
• Advanced Excel skills and strong analytical capability. Proficiency in Microsoft Office and Google Workspace, particularly Excel/Google Sheets.
• Strong knowledge of financial statements, reconciliations, month-end and year-end close processes.
• Ability to analyze financial data and identify trends, risks, and opportunities.
• Experience leveraging automation, accounting technology, and AI tools to improve efficiency and accuracy.
• High attention to detail with excellent time and priority management.

Leadership & Management Skills

• Demonstrated ability to plan, organize, prioritize, and manage multiple projects and deadlines.
• Strong leadership skills with the ability to coach, mentor, and develop team members.
• Ability to delegate effectively, balance workloads, and manage team performance.
• Skilled in monitoring work quality, identifying issues, and implementing corrective actions.
• Strong commitment to continuous improvement and operational excellence.

Client Service & Communication Skills

• Exceptional client relationship management and customer service skills.
• Excellent verbal and written communication skills with the ability to explain financial information clearly to non-financial stakeholders.
• Ability to build trust, manage difficult conversations professionally, and resolve client concerns effectively.
• Proven ability to maintain proactive, responsive, and professional communication with clients and internal teams.

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The Ideal Candidate:

The ideal candidate is a client-focused accounting professional who can successfully balance client relationship management, service quality, team leadership, operational oversight, and continuous improvement initiatives while contributing to the company's growth, profitability, and exceptional client experience.

Core Competencies:

• High level of integrity, professionalism, and accountability.
• Excellent attention to detail and commitment to accuracy.
• Results-oriented with a proactive problem-solving mindset.
• Collaborative team player who fosters positive working relationships.
• Adaptable, resourceful, and able to thrive in a fast-paced, technology-driven environment.
• Committed to Accountalent’s core values of Integrity, Teamwork, Happy Clients, and Happy Staff.

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Why Join Accountalent?

Work with innovative startup clients

Lead a talented accounting team

Exposure to cutting-edge accounting technology and AI tools

Opportunity to shape processes and drive operational excellence

Be part of a rapidly growing, forward-thinking organization