Sage Intacct

Position Summary:

THE FOCUS IS YOU

As a Client Accounting Team Lead, you will play a crucial role in overseeing, managing, leading a team of accountants, and ensuring the accurate and timely completion of client engagements. Your expertise in accounting principles, team management, and client relationships will contribute to the success of the team and the delivery of high-quality accounting services to clients.

WHAT YOU WILL DO

Regular duties include (but are not limited to):

Client Accounting Support:

• Oversee the accurate and timely completion of client accounting tasks, such as bookkeeping, account reconciliations, and financial statement preparation
• Review and analyze financial data to ensure accuracy, compliance with accounting standards, and client-specific requirements
• Monitor client accounts, identifying any issues or discrepancies and taking appropriate actions to resolve them
• Assist in budgeting and forecasting activities, collaborating with clients and internal stakeholders
• Identify trends, variances, and areas of improvement, providing insights and recommendations to clients and management

Client Communication and Support:

• Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism
• Maintain strong client relationships, addressing inquiries, providing guidance, and ensuring client satisfaction
• Understand clients' business objectives and challenges and provide strategic financial advice and recommendations

Team Management:

• Lead and supervise a team of accountants, providing guidance, coaching, and support
• Assign and prioritize tasks, ensuring the efficient allocation of resources and meeting client deadlines
• Provide constructive feedback, and identify training and development needs
• Foster a collaborative and positive team environment, promoting effective communication and teamwork

Process Improvement and Compliance:

• Continuously evaluate and improve accounting processes, identifying opportunities for increased efficiency and effectiveness
• Implement best practices and streamline workflows to optimize productivity and quality of deliverables
• Stay updated with accounting regulations and industry trends, implementing changes as necessary
• Ensure compliance with accounting principles, regulations, and client-specific requirements
• Support internal and external audits, providing requested documentation and addressing audit findings
• Develop and maintain strong internal controls to safeguard client assets and ensure data integrity

WHAT WE ARE LOOKING FOR

Required education and experience

• Prior and current general accounting experience in public accounting, corporate or private business
• High school diploma or GED
• Thorough understanding of intermediate accounting principals
• Proficient knowledge of accounting software, Excel, Word, and PowerPoint

Preferred education and experience

• Bachelor's Degree in accounting or equivalent experience
• CPA license
• Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite

Travel

• Limited, discretionary - depending on clients needs

WHO WE ARE

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what were doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. Were dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

DIVERSITY, EQUITY & INCLUSION

We are committed to furthering our DE&I journey through building a diverse professional community based on equitable treatment for all and a collaborative culture that values inclusion.

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