Accounting Services Lead

Who We Are
Our Purpose: We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.
Our Vision: We are committed to utilizing our position as the preeminent independent accounting and professional services firm in Central Virginia to make a positive difference for our clients and our community.
Our Mission: We will use our expertise and entrepreneurial spirit to: 

• Nurture future leaders through a supportive, challenging, and enjoyable work environment
• Provide the highest quality professional services to our clients 
• Utilize our outstanding team and maximize their effectiveness by promoting a healthy balance between work and daily life
• Work with clients and team members to accomplish their desired results

About the role:
We are seeking a highly motivated and experienced Accounting Lead to join our team. The successful candidate will play a crucial role in managing and mentoring a team of accounting professionals, ensuring the timely and accurate delivery of client deliverables, and identifying new business opportunities. This position requires a strong understanding of accounting principles, excellent communication and leadership skills, and the ability to thrive in a fast-paced environment.

Responsibilities
Team Management:

• Oversee the daily activities of the accounting team, including work assignments, performance reviews, and staff development.
• Provide ongoing training and mentorship to team members on accounting principles, best practices, and firm policies.
• Monitor team performance and identify areas for improvement.

Client Service:

• Manage client relationships, ensuring high levels of client satisfaction.
• Maintain regular contact with clients, proactively addressing their needs and concerns.
• Identify and communicate potential business development opportunities.

Financial Reporting & Analysis:

• Ensure the timely and accurate completion of client deliverables, including financial statements, tax returns, and other reports.
• Conduct thorough reviews of workpapers and client reports to ensure accuracy and compliance with relevant standards.

Project Management:

• Proactively monitor work in progress (WIP) to prevent scope creep and overruns.
• Communicate out-of-scope work to clients and discuss necessary fee adjustments.
• Manage multiple client engagements and team members effectively.

Operational Excellence:

• Continuously identify and implement process improvements to enhance efficiency and productivity.
• Ensure compliance with all relevant accounting and regulatory standards.

What we’re looking for

• Bachelor’s degree in accounting, finance, business, or related years of experience. 
• Accounting technology certified or completed within one year of hire is preferred. 
• 5+ years of experience working in public or private accounting 
• 3+ years of managing associates is required. 

The perks!

• Career growth opportunities
• Competitive salary compensation based on experience
• Paid holidays and paid time off
• Full benefits including:
  • 401(k) and profit-sharing plan
  • Medical
  • Dental 
  • Vision
  • Life insurance
  • HSA
  • FSA