Team Lead-US Accounts

• Perform and review monthly bookkeeping in QuickBooks Online
• Provide support for QuickBooks Online migrations, including data review, setup, and transition support
• Demonstrate strong, hands-on expertise with Bill.com, including workflows, approvals, and review
• Support select clients using QuickBooks Desktop (limited/occasional use)
• Prepare and review advanced reconciliations, accruals, and supporting workpapers
• Reconcile loan accounts by matching balances and payments to lender statements and ensuring proper

interest and principal coding

• Update and review fixed assets and depreciation schedules (e.g., Fixed Assets CS)
• Prepare and review payroll accruals, prepaid expenses, and other accruals with strong documentation
• Verify tax liabilities such as sales and use tax with appropriate workpaper support
• Review intercompany and related-entity transactions
• Record and review class allocation entries, where applicable
• Ensure all necessary reconciliations are completed accurately and timely
• Run and review financial reports, including Profit & Loss, Balance Sheet, Accounts Payable, and

Accounts Receivable

• Review current-month and year-to-date financials for accuracy and consistency, including comparisons to

prior month and prior year

• Research and prepare high-level commentary for significant variances
• Interpret financial data to support U.S.-led client meetings and discussions
• Publish and issue management reports
• Prepare and review annual 1099 filings
• Support sales tax preparation and filing as part of monthly and quarterly close processes

Team Leadership & Development (Approximately 30%)

• Perform initial reviews of CAS Associate work for accuracy, completeness, and adherence to firm

standards

• Provide timely, constructive feedback, coaching, and technical guidance
• Support onboarding and ongoing training of CAS Associates
• Serve as an advocate for CAS Associates by communicating challenges, ideas, resource needs, and

training opportunities to the U.S. team

• Ensure deadlines are met and escalate risks early with clear, proactive communication
• Create a collaborative environment that encourages learning, idea-sharing, and continuous improvement
• Help develop CAS Associates toward their next level of responsibility and confidence
• Collaborate with U.S.-based CAS leadership on creating and improving training materials, workflows, and

documentation

• Raise issues, ask questions openly, and surface ideas or concerns without fear of blame
• Contribute to a positive team culture rooted in gratitude, respect, and shared success

Key Success Measures

• Client Client Satisfaction, Associate Retention and Attraction
• Financial – Reduced cost-to-serve/optimization, Profitability improvement
• Operational – Defined Structure, Improved Employee Value Proposition
• People – Higher associate engagement, lower attrition

Education, Skills & Experience

• 3–5 years of post-qualification experience
• Chartered Accountant (CA) or CPA-equivalent credential, with a strong foundation in U.S. GAAP and a

desire to continue deepening technical expertise

• Prior experience overseeing or mentoring at least one team member
• Strong month-end close and balance sheet reconciliation experience
• Ability to review workpapers and ensure adherence to firm standards and procedures
• Comfortable working in a remote, team-based environment with overlapping U.S. Eastern Time hours
• Expert-level experience with QuickBooks Online
• Strong, hands-on experience with Bill.com
• Experience with QuickBooks Desktop (limited/occasional use)
• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and structured reconciliation

workpapers

• Strong understanding of accrual accounting, fixed assets, and balance sheet-focused bookkeeping
• Working knowledge of advanced U.S. GAAP topics, including lease accounting
• Experience with LeaseCrunch or similar lease accounting tools is a strong plus
• Familiarity with CCH Engagement, Karbon, or similar systems preferred
• Comfortable working within documented processes while contributing ideas for improvementRole & responsibilities

Preferred candidate profile