Accounting Lead

Job Title : Practice Lead (Canadian / US Accounting)

Location : Mohali SAS Nager, PB India (Onsite)

Job Type : Full-time (Timing : 4PM to 1 AM IST)

Role Definition - The Practise Lead is responsible to lead the foreign accounting operations by ensuring accurate financial reporting, compliance and effective coordination with team to support organizational transparency and performance.

Key Result Areas (Responsibilities)

• Leadership role / Independent team building and handling :
• Set clear performance goals, KPIs, and expectations from the team
• Lead, Inspire, and Mentor a team of professionals within the practice area.
• Manage team capacity and allocate resources effectively across clients.
• Identify skill gaps and coordinate upskilling and training programs.
• Conduct regular performance reviews and provide actionable feedback.
• Effective Communication :
• Draft well-structured, grammatically correct, and courteous emails, reports, and documentation.
• Lead or contribute effectively to team meetings, client calls, and presentations.
• Prepare agendas, guide discussions, and summarize key takeaways for follow-up.
• Build strong rapport with clients by maintaining open, respectful, and regular communication.
• Address client queries, deliverables, and concerns in a timely and professional manner.
• Onboarding of new clients
• Serve as the primary point of contact for new clients during the onboarding phase.
• Onboarding new clients from setting up chart of account in QuickBooks / XERO to catching up their bookkeeping backlog
• Later switching these onboarding clients into monthly accounting clients, streamline their processes, preparing checklists and transition to regular accounting team.
• Understanding the clients' sales and business operations to design onboarding plan.
• Understand the client's business goals, needs, and expectations.
• Collect necessary documentation, data, or access credentials required to initiate services.
• Maintain accurate onboarding documentation and records.
• Create and manage onboarding project plans with clear timelines and deliverables.
• Monitor progress and keep clients informed of any delays or changes.
• Effective deliverables
• Prepare monthly, quarterly, and annual financial statements (P&L, Balance sheet, Cash flow).
• Deliver reports in compliance with relevant accounting standards (e.g., IFRS, US GAAP).
• Meeting compliance deadlines for the assigned clients
• Ensure deadlines are met for management and external reporting.
• Report daily / weekly cash positions and variances as required.
• Compliance-Focused Role :

To oversee accounting processes for international entities while ensuring full compliance with local regulations, tax laws, and international financial reporting standards and to mitigate financial and regulatory risks across jurisdictions.

Tasks

guiding team to update their approach.

What Transcounts Offers

Skills : accounting,onboarding,team handling

Skills Required

Xero, Us Gaap, Quickbooks, Ifrs