Accounting Client Service Lead

Torrey Holistics; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a highly organized Client Service Lead to manage accounting service delivery for a diverse portfolio of clients. In this pivotal role, you will lead an offshore accounting team, ensuring timely and accurate reporting while enhancing client relationships through high-quality service. Your expertise in accounting principles and financial reporting will be crucial as you mentor staff and implement process improvements. This opportunity offers a dynamic work environment where your contributions will directly impact client satisfaction and operational excellence. Join a forward-thinking company that values innovation and client success.

Qualifications

• 3+ years of experience in client accounting services or financial reporting.
• Strong understanding of accounting principles and financial reporting standards.
• Prior leadership experience overseeing accounting staff is highly preferred.

Responsibilities

• Oversee day-to-day accounting operations and service delivery for assigned clients.
• Manage project workflows and monitor timelines through project management software.
• Lead initiatives to identify inefficiencies and implement improved processes.

Skills

Accounting Principles

Financial Reporting

Project Management

Leadership

Communication Skills

Problem-Solving

Attention to Detail

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Tools

Accounting Software

ERP Systems

Project Management Tools

Job description

Job Overview:
We are seeking a highly organized and detail-oriented Client Service Lead (CSL) to manage and oversee accounting service delivery for a portfolio of client accounts. In this leadership role, you will supervise an offshore accounting team, ensure timely and accurate reporting, coordinate priorities, and drive continuous process improvement. You will play a key part in maintaining excellent client relationships by delivering consistent and high-quality accounting services.

Key Responsibilities:

Oversee day-to-day accounting operations and service delivery for assigned clients.

Coordinate and assign team tasks, ensuring deadlines and quality standards are met.

Manage project workflows and monitor timelines through project management software.

Set and adjust team priorities on a daily, weekly, and monthly basis.

Review general ledger activity, account reconciliations, and financial data accuracy.

Prepare financial statements, client reporting packages, and cash flow summaries.

Mentor, train, and evaluate accounting staff, providing feedback and guidance.

Analyze client financials and deliver clear insights on financial health.

Lead initiatives to identify inefficiencies and implement improved processes.

Support staff and clients in using accounting platforms and systems.

Manage month-end, quarter-end, and year-end close processes.

Help develop and refine internal controls and standard operating procedures.

Assist in audit preparation, client requests, and tax support activities.

Collaborate with leadership on team goals, performance metrics, and planning.

Qualifications:

Bachelor’s degree in Accounting, Finance, or a related field (preferred).

3+ years of experience in client accounting services or financial reporting.

Prior leadership experience overseeing accounting staff is highly preferred.

Strong understanding of accounting principles and financial reporting standards.

Proficient with accounting software, ERP systems, and project management tools.

Excellent attention to detail, organization, and problem-solving skills.

Strong communication skills, both written and verbal.

Ability to manage multiple priorities in a fast-paced environment.

Commitment to meeting deadlines with a client-first mentality.

Remote work experience supporting US-based clients is a plus.

Technical Requirements:

Reliable high-speed internet connection.