Overview
This role is a fully remote leadership position within a client-facing professional services organization. You will lead a team of professionals delivering finance, accounting, tax, and strategy support to startup and high-growth companies. The Team Lead is accountable for overall team effectiveness, ensuring consistent, high-quality delivery across an assigned book of client engagements.
Responsibilities
Team Enablement & Oversight
- Coach Client Leads on solution design, client management, delivery approach, and professional judgment
- Review client engagement approaches for technical risk, complexity, or inconsistency with firm standards and redirect when necessary
- Serve as the first escalation point for delivery challenges, client issues, and team capacity problems
- Ensure all work produced by the team meets firm quality standards before it reaches clients
People Leadership
- Conduct formal performance reviews and ongoing career development conversations with direct reports
- Identify capability gaps within the team and address them through coaching, training, or other resources
- Build a team environment where Client Leads operate with confidence and accountability, not dependency
Capacity & Quality Management
- Balance workload across Client Leads and adjust resourcing to manage close peaks, client demands, and coverage risks
- Drive execution consistency across clients without creating bureaucratic overhead
- Ensure no client engagement is dependent on a single person through cross-training and documentation
Client Execution
- Maintain a purposefully limited personal client book using direct client execution to stay technically current and model standards for the team
Cross-Team Coordination
- Partner cross-functionally across service lines and teams to translate firm-wide standards into practical, client-ready execution within your team
- Surface recurring delivery issues, client patterns, and improvement opportunities to the Director proactively
Qualifications
- Bachelor’s degree in Accounting required; CPA required
- 7–10 years of accounting experience including at least 2 years in a client lead, manager, or team leadership role
- Public accounting (Manager level) or outsourced accounting leadership experience strongly preferred
- Deep working knowledge of GAAP with direct experience navigating startup-specific accounting complexity, including:
- SAFEs
- convertible instruments
- ASC 606
- equity compensation
- Demonstrated ability to manage a team and a client portfolio simultaneously without sacrificing quality
- Strong coaching and feedback skills, with experience developing junior accounting professionals
- Excellent written and verbal communication skills; executive presence in client-facing situations
- Proficiency in QuickBooks Online; experience with NetSuite, Sage Intacct, or similar platforms preferred
- Experience working in a remote professional services environment strongly preferred
Compensation & Benefits
Pay
- 117,104 - 137,769 USD per year (Remote (United States))
Benefits
- Health & Wellness: Competitive Medical, Dental, and Vision coverage; 100% of the employee’s health insurance premium is covered
- Company-paid Short-Term and Long-Term Disability insurance
- Generous Unlimited Paid Time Off (PTO)
- 11 Paid Company Holidays
- Comprehensive Paid Parental Leave
- Remote Work Setup: fully remote position with company-provided technology equipment and a $250 technology stipend
- 401k with a company match
Location