Program Accountant - Team Lead

The Program Accountant Team Leader is responsible for leading a team of Program Accountants and ensuring the timely, accurate, and compliant delivery of accounting services across assigned client accounts. The role provides technical review, workload direction, coaching, quality control, and client coordination while strengthening internal controls, service standards, and team capability. The position serves as the first escalation point for accounting issues, delivery risks, and client concerns within the assigned portfolio.

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; escalate 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

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Health insurance
• Promotion to permanent employee