Account Lead

Merraine Group; Village of Cedarhurst (NY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Flexible spending account

Health savings account

Paid time off

Ongoing mentorship and development

Exposure to diverse client industries

Job summary

Merraine Group in New York State is seeking an experienced Account Lead to combine financial expertise with client relationship management and team leadership. You will own assigned client relationships, ensuring accounting deliverables are accurate, timely, and aligned with client needs.

You will delegate to offshore team members, manage onboarding, monitor workflows, and provide financial insights to support client decisions in a dynamic, onsite environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3–5 years of accounting or client-facing financial services experience.
• Experience managing client accounts and/or accounting workflows.
• Familiarity with AP processes and general accounting principles.
• Proficiency with QuickBooks or comparable accounting software.
• Strong organizational, analytical, and communication skills.
• Demonstrated ability to delegate, prioritize, and manage multiple engagements.
• Experience working with offshore or distributed teams is a strong plus.
• Experience within an outsourced accounting, advisory, or professional services environment is highly desirable.

Responsibilities

• Serve as the primary owner of assigned client relationships and ensure deliverables are accurate and timely.
• Lead onboarding for new clients and identify opportunities to improve service and add value.
• Delegate effectively to offshore team members and review completed work.
• Maintain organized client information and monitor team capacity.
• Promote collaboration and accountability across the engagement team.
• Apply organizational policies, processes, and accounting best practices.
• Encourage the use of technology and automation to improve efficiency.
• Provide meaningful financial insights to support client decision-making.
• Maintain visibility into AP workflows and address issues proactively.
• Ensure high-quality client service across multiple industries.

Skills

Client ownership

Relationship management

Delegation

Organizational skills

Analytical skills

Proactive communication

Problem-solving

Time management

Education

Bachelor's degree in Accounting or Finance

Tools

QuickBooks

Job description

This opportunity is well suited to an experienced accounting professional who enjoys combining financial expertise with client relationship management and team leadership. As an Account Lead, you will serve as the primary owner of assigned client relationships, ensuring accounting deliverables are accurate, timely, and aligned with each client's needs. Success in this role requires sound judgment, strong organization, proactive communication, and the ability to delegate effectively while maintaining accountability for overall engagement quality.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for assigned clients and build trusted, long-term relationships.
• Communicate proactively, clearly, and professionally across all client interactions.
• Lead seamless onboarding for new clients and identify opportunities to improve service and add value.
• Take ownership of commitments, deadlines, and client needs.
• Anticipate potential issues and address them before they become larger problems.
• Ensure client deliverables are accurate, timely, organized, and consistent with established standards.
• Conduct financial reviews to validate data integrity and identify risks or opportunities.
• Provide meaningful financial insights that support client decision-making.
• Use sound judgment to resolve issues or determine when escalation is appropriate.
• Maintain visibility into AP workflows and intervene when issues require attention.

Team & Workflow Management

• Delegate effectively to offshore team members while providing clear direction and reviewing completed work.
• Maintain accurate, organized client information within project management systems.
• Monitor team capacity and proactively identify opportunities to improve utilization.
• Promote collaboration and accountability across the engagement team.

Process & Technology

• Consistently apply organizational policies, processes, and accounting best practices.
• Encourage the use of technology and automation to improve efficiency and accuracy.
• Adapt quickly as client needs, priorities, and business circumstances change.
• Contribute ideas that improve workflows and overall service delivery.

Qualifications & Experience

• Bachelor's degree in Accounting, Finance, or a related field required.
• 3–5 years of accounting or client-facing financial services experience preferred.
• Experience managing client accounts and/or accounting workflows.
• Familiarity with AP processes and general accounting principles.
• Proficiency with QuickBooks or comparable accounting software.
• Strong organizational, analytical, and communication skills.
• Demonstrated ability to delegate, prioritize, and manage multiple engagements.
• Experience working with offshore or distributed teams is a strong plus.
• Experience within an outsourced accounting, advisory, or professional services environment is highly desirable.
• Client ownership and relationship management
• Financial judgment and business acumen
• Accountability and reliability
• Organization and prioritization
• Delegation and team coordination
• Problem-solving
• Proactive communication

This onsite position offers the opportunity to work closely with senior accounting professionals and a diverse client base across multiple industries. The environment emphasizes ownership, trust, professional development, collaboration, and high-quality client service.

Benefits include:

• Health, dental, and vision insurance
• 401(k)
• Flexible spending account
• Health savings account
• Paid time off
• Ongoing mentorship and professional development
• Exposure to a broad range of client industries and financial environments