JOB DESCRIPTION
Lead Accountant / Team Lead – US Accounting
Location: Coimbatore (Work from Office)
Shift: US EST Hours
Experience: 5–12 Years
Employment Type: Full-Time | Long-Term Role
About Smart BookServe
Smart BookServe is a growing accounting and advisory firm specializing in bookkeeping, accounting, financial reporting, and advisory services for U.S.-based businesses. We work with clients across industries including Real Estate, Property Management, E-Commerce, Healthcare, Law Firms, Construction, Professional Services, and Capital Management.
We believe in building long-term careers by providing continuous learning, exposure to international clients, and structured career growth.
Career Progression
Associate / Junior Accountant → Accountant → Senior Associate → Associate Lead → Lead Accountant / Team Lead → Accounting Manager → Senior Manager → Delivery Head
Position Overview
This is a senior client-facing leadership role responsible for managing client portfolios, leading accounting teams, ensuring quality, mentoring team members, and driving operational excellence.
The ideal candidate should be capable of independently handling U.S. clients, leading a team, reviewing work, solving complex accounting problems, and continuously improving accounting processes.
This position serves as the leadership pipeline for future Accounting Managers.
Key Responsibilities
Client Portfolio Management
Own multiple U.S. client engagements.
Responsibilities include:
- Client onboarding
- Monthly review meetings
- Financial advisory
- Month-end reviews
- CPA coordination
- Managing deadlines
- Escalation handling
- Building long-term client relationships
Technical Leadership
Review and approve:
- Bookkeeping
- Journal Entries
- Reconciliations
- Financial Statements
- Month-end Close
- Year-end Close
- Supporting Schedules
Ensure compliance with:
- U.S. GAAP
- Client SOPs
- Internal quality standards
Team Leadership
Lead and mentor a team of Accountants and Senior Associates.
Responsibilities include:
- Work allocation
- Capacity planning
- Technical guidance
- Coaching
- Performance feedback
- Knowledge sharing
- Team motivation
Quality Assurance
- Review client deliverables.
- Identify process gaps.
- Implement quality controls.
- Reduce review comments.
- Improve turnaround time.
- Standardize documentation.
Client Communication
Mandatory responsibilities include:
- Conduct Zoom meetings independently.
- Present financial reports.
- Discuss accounting issues.
- Recommend process improvements.
- Coordinate with CPAs.
- Handle difficult conversations professionally.
- Build trusted advisor relationships.
Excellent spoken English is mandatory.
Operational Excellence
- Improve SOPs.
- Automate repetitive processes.
- Enhance productivity.
- Improve turnaround times.
- Support technology adoption.
- Develop internal best practices.
People Development
- Mentor junior accountants.
- Train new hires.
- Conduct technical sessions.
- Identify future leaders.
- Recommend promotions.
- Support recruitment interviews when required.
Required Qualifications
- B.Com / M.Com / MBA (Finance) / CA Inter / CMA Inter or equivalent
- 5–12 years of U.S. Accounting experience
- Strong experience managing U.S. client portfolios
- Experience reviewing accounting work
- Experience mentoring teams
Technical Expertise
Mandatory
- QuickBooks Online
- Xero
- Advanced Excel
- U.S. GAAP
- Financial Reporting
- Month-End Close
- Balance Sheet Review
- Cash Flow Analysis
Preferred
- Bill.com
- A2X
- Dext
- AppFolio
- Buildium
- Shopify
- Stripe
- PayPal
- Power BI
Leadership Competencies
- Ownership
- Accountability
- Decision-making
- Client relationship management
- Team building
- Coaching
- Conflict resolution
- Process improvement
- Strategic thinking
Success Measures
A successful Lead Accountant / Team Lead will:
- Successfully manage multiple client portfolios.
- Deliver high-quality financial reporting with minimal review comments.
- Build strong relationships with U.S. clients.
- Mentor and develop team members into future leaders.
- Drive operational improvements and maintain high delivery standards.
- Demonstrate readiness for promotion to Accounting Manager.
What We Offer
- Competitive salary aligned with experience and skill set
- Long-term career growth with exposure to global clients
- Collaborative and stable work environment in Coimbatore
- Learning across multiple industries and complex accounting scenarios
How to Apply
If you’re ready to take ownership of U.S. client accounts and play a key role in quality and advisory delivery, we’d love to hear from you.
Send your resume to: [email protected] with Subject Line: Lead_US_July 2026
Pay: ₹45,000.00 - ₹100,000.00 per month
Benefits:
- Leave encashment
- Paid sick time
- Paid time off
Work Location: In person
