Act as the primary point of contact in the Philippines for a portfolio of growth-oriented small business clients in a range of industries (e.g., SaaS, professional services, law firms, medical practices, real estate, etc.), ensuring accuracy, timeliness, and professional communication.
Review month-end close work papers, financial reports, and other client deliverables.
Provide clients with insights, analysis, and recommendations based on financial data; understand their business operations and customize accounting solutions to fit their needs.
Provide guidance on client issues or complex accounting transactions when team members escalate their concerns.
Oversee Year-end review and 1099 process.
Lead the team in the client onboarding process and ensure a seamless transition from Aprio’s Onboarding team.
Lead the PH Team in planning, strategizing, and assigning client work aimed at balanced workload distribution.
Supervise, mentor, and support Incubator team members to ensure high-quality and timely deliverables, and high employee morale.
Mentor and coach team members to support career growth and skill development.
Conduct performance evaluations at set frequencies and deliver feedback regularly to ensure the success of the team members.
Collaborate with U.S.-based Manager on project progress, team updates, and initiatives for continuous improvement and innovation.
Assign and monitor projects and assignments, ensuring deadlines and service level agreements are met.
Review existing processes and identify opportunities for improvement.
Create new processes to streamline tasks and maximize team member efficiency.
Drive adoption of standard operating procedures (SOPs) and best practices across the Incubator team.
Monitor team’s KPIs, analyze performance trends, and recommend process improvements.
Foster a collaborative, high-performance culture that aligns with company values and encourages knowledge sharing.
Requirements
Amenable to day-shift schedule (6:30 AM - 3:30 PM PHT)
Degree in BS in Accountancy, Finance, or Business (CPA is an advantage)
5+ years using QuickBooks Online (QBO) and Xero (NetSuite is a big plus)
Prior public accounting experience in either Audit or Client Accounting Services is a strong advantage
Strong knowledge of US Generally Accepted Accounting Principles and best practices
Skilled in analyzing financial statements, resolving discrepancies, and implementing controls
Strong organizational, communication, and time management skills. This is especially important as this team communicates directly with clients.
Demonstrated leadership in mentoring and developing teams
Strategic problem-solver with ability to manage multiple client relationships and deliver high-quality results
Proactive attitude; highly self-motivated and able to promote a positive team culture
High degree of emotional maturity; ability to manage multiple and shifting priorities efficiently and effectively, and to work well with diverse teams and clients
Experience working in a fast-paced, remote-first environment is a plus
Benefits
Wellness program
HMO coverage
Rewards and Recognition program
Free shuttle service (provided by CDC | for onsite employees)
Free lunch meal (For onsite employees)
On-demand learning classes
Discretionary time off and Holidays
Performance-based salary increase
Discretionary incentive compensation based on client or individual performance
Hybrid set up to selected roles/location, terms and conditions may apply
CPA & Certification Assistance and Bonus Program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.