US Senior Accounts & Tax Manager- Team Lead

Accounting, CFO Services & US Taxation Subcontractor
Please make sure you fill in the below google sheet to be considered for the position.
https://forms.gle/LFvw6HtDEBQDxYsw5
Engagement Type: Subcontractor / Outsourced Service Partner
Client Base: US Small and Medium-Sized Businesses (SMBs)
Working Hours: Must be available during US business hours
Experience Required: Minimum 5 years
Qualification: CA (Chartered Accountant) or MBA (Finance)
About the Opportunity
We are looking for an experienced and reliable subcontractor or service partner with a strong background in US accounting, outsourced CFO services, and/or US taxation. The ideal candidate will have at least 5 years of experience serving US small and medium-sized business clients, along with a proven track record in client relationship management, team leadership, and end-to-end service delivery.
The subcontractor should have an established team capable of managing client engagements independently and delivering high-quality, timely, and accurate services while working in alignment with US business hours.
Experience working with Big 4 accounting firms or leading accounting, consulting, and outsourcing firms will be an added advantage.
Key Responsibilities
Accounting & Bookkeeping: Oversee monthly and annual bookkeeping, financial reporting, reconciliations, month-end and year-end closing, and financial statement preparation for US-based clients.
Outsourced CFO Services: Provide financial planning and analysis, budgeting, forecasting, cash flow management, management reporting, KPI analysis, and strategic financial insights, as applicable.
US Taxation: Manage or support US federal and state tax compliance for businesses and individuals, including tax return preparation, tax planning, and related compliance requirements, depending on the service scope.
Client Relationship Management: Act as a primary point of contact for US clients, lead client meetings, manage expectations, address queries, and build long-term client relationships.
Team Management: Lead and manage an existing team of accounting, finance, or tax professionals, ensuring appropriate resource allocation, quality control, and timely delivery.
Engagement Management: Independently manage multiple client engagements, deadlines, deliverables, escalations, and service-level commitments.
Process Improvement: Establish and maintain standard operating procedures, review workflows, improve operational efficiency, and ensure consistent service quality.
Compliance & Quality Assurance: Ensure adherence to applicable accounting standards, tax regulations, internal controls, confidentiality requirements, and agreed client processes.
Required Qualifications & Experience
Qualified Chartered Accountant (CA) or MBA in Finance.
Minimum 5 years of relevant professional experience serving US-based small and medium-sized business clients.
At least 5 years of demonstrated experience in client-facing responsibilities, engagement management, and/or managing accounting, finance, or tax service delivery.
Strong practical experience in one or more of the following areas:
US accounting and bookkeeping
Outsourced CFO and controllership services
US federal and state taxation
An established team of qualified and experienced professionals to support client engagements.
Willingness and ability to work during US business hours, including overlapping with US client time zones.
Excellent written and verbal communication skills, with the ability to communicate confidently with US business owners, founders, and senior management.
Proven ability to manage multiple clients, prioritize deadlines, resolve issues, and maintain high standards of service delivery.
Strong ownership, problem-solving, leadership, and relationship-management skills.
Accounting, Finance & Tax Software Proficiency
Candidates should have hands-on experience with relevant industry-standard software. Expertise in multiple tools across the following categories is preferred.
1. Accounting & Bookkeeping
QuickBooks Online (QBO) and QuickBooks Desktop
Xero
Sage Intacct
Zoho Books
NetSuite
2. Tax Preparation & Compliance
Drake Tax
Lacerte
ProSeries
UltraTax CS
CCH Axcess Tax
Thomson Reuters GoSystem Tax RS
ProConnect Tax
3. Payroll & HR Platforms
Gusto
ADP
Rippling
Paychex
4. Financial Planning, Reporting & CFO Tools
Microsoft Excel (advanced formulas, pivot tables, financial models)
Microsoft Power BI
Fathom
Jirav
LiveFlow
Spotlight Reporting
Microsoft PowerPoint
5. Practice Management, Workflow & Client Collaboration
Karbon
Financial Cents
TaxDome
Canopy
Jetpack Workflow
Microsoft Teams
Slack
Google Workspace
Candidates are not expected to know every software platform listed. Strong hands-on expertise in the tools relevant to their service offerings, along with the ability to learn new systems quickly, is essential.
Preferred Qualifications
Previous experience working with a US-based CPA firm, accounting outsourcing firm, or financial consulting practice.
Prior experience with Big 4 firms, including Deloitte, PwC, EY, or KPMG.
Experience managing a portfolio of US SMB clients across multiple industries.
Familiarity with US GAAP, relevant US tax compliance requirements, and common business entity structures.
Experience managing a distributed team and implementing quality-control processes.
Existing infrastructure, team capacity, and systems to support scalable client service delivery.
Ideal Subcontractor Profile
We are looking for a professional or service provider who can operate as a dependable extension of our team, rather than as an individual contributor alone. The ideal partner will bring together technical expertise, an experienced delivery team, strong client-facing capabilities, and a commitment to reliable service delivery during US business hours.
How to Apply
Interested candidates or firms should share the following details:
Professional qualifications and total years of experience.
Areas of expertise: US accounting, outsourced CFO services, US taxation, or a combination.
Experience serving US SMB clients and managing client relationships.
Team size, team composition, and service delivery capacity.
Accounting, tax, financial reporting, and workflow software expertise.
Previous experience with CPA firms, outsourcing firms, or Big 4 organizations.
Availability to work during US business hours.
Brief overview of relevant engagements and service capabilities.
We welcome applications from qualified professionals and established teams looking for a long-term subcontracting or service partnership.

Work arrangement
Yes