Senior Manager, Accounting Team Lead
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Graphite Financial Group
US
Summary
Lead and coach a team of Client Leads to ensure high-quality, consistent accounting delivery across a portfolio of client engagements. Manage team effectiveness, performance reviews, and capacity while maintaining technical credibility through a limited personal client book.
Job Description
ROLE PURPOSE:
Ensure high-quality, consistent client delivery across an assigned team by enabling, coaching, and coordinating Client Leads and staff. The Team Lead is accountable for team effectiveness — not just individual client outcomes. This is a leadership role that requires the ability to develop people, manage execution quality at scale, and maintain Graphite’s delivery standards across a full book of client engagements. Team Leads also carry formal people management responsibilities including performance reviews, career coaching, and development planning.
WHAT IT TAKES TO SUCCEED AS A TEAM LEAD HERE AT GRAPHITE FINANCIAL
This is a fully remote leadership role within a client-facing professional services organization. You lead a team within a diverse and distributed workforce. Your standards, communication, and judgment define what your team delivers. The following qualities are essential.
- Leadership Without Proximity: You set clear expectations, provide consistent coaching, and hold your team accountable — entirely through remote communication and structured operating rhythms. Your presence is felt through the quality of what your team produces.
- Client Credibility: You maintain the technical depth and professional presence to engage senior client contacts directly when needed. Your team’s standards reflect yours and you invest in both.
- Responsiveness at Scale: You model the responsiveness you expect from your team. Delayed decisions and slow escalations create client risk. You move fast, communicate clearly, and resolve things.
- Coaching Over Fixing: Your job is to make Client Leads better — not to do their work for them. When something goes wrong, your first instinct is to coach, not do.
- Accountability for Team Outcomes: You own what your team delivers. You do not deflect to process, capacity, or individual performance. You identify problems early and solve them.
- Professional Standards Enforcement: You hold Client Leads and Associates to a high bar for written communication, client interaction, and deliverable quality. This is not optional in a remote, client-facing environment.
CORE 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 Graphite’s 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 — cross-training and documentation are standing expectations
Client Execution
• Maintain a purposefully limited personal client book using direct client execution to stay technically current, model the standards you set for your team, and remain credible as a coach and escalation resource
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: SAFEs, convertible instruments, ASC 606, equity compensation, and more
• Demonstrated ability to manage a team and a client portfolio simultaneously without sacrificing quality on either
• Strong coaching and feedback skills — you have developed junior accounting professionals before and take that responsibility seriously
• 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 is strongly preferred
COMPREHENSIVE PERKS AND BENEFITS:
- Health & Wellness: Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company.
- Financial Security: Company-paid Short-Term and Long-Term Disability insurance.
- Work/Life Balance To Include: Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave.
- Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup.
- 401k: With a company match
At Graphite Financial Group, we are more than just a financial services company; we're your dedicated partner on the path to financial success. With our unwavering commitment to excellence, innovation, and client-centric solutions, we shall emerge as a leader in providing a comprehensive one-stop solution for financial services.
Our values are anchored in integrity, expertise, and a deep understanding of your unique financial landscape. We take pride in fostering a culture of transparency and trust, where your goals are our top priority. With a relentless commitment to simplifying complexities and harnessing opportunities, we aim to empower you to thrive in the ever-evolving world of finance.
The Philosophy We Live By
1) Our Core Values -
At Graphite Financial Group, integrity, trust, and excellence are the pillars that guide our every action, forging a bond of confidence with our clients. We hold ourselves to the highest ethical standards, ensuring transparency, honesty, and accountability in all our endeavours.
2) Our Vision And Mission -
We aim to simplify finance solutions and uncover multi-faceted opportunities. We believe that every company has its unique story, challenges and aspirations and we craft tailor-made financial strategies that simplify our clients’ business complexities and align seamlessly with their visions.
Founded
2022
Company size
11-50 employees
Industry
Financial Services
Org type
Public Company
Headquarters
Rose Hill
At Graphite Financial Group, we are more than just a financial services company; we're your dedicated partner on the path to financial success. With our unwavering commitment to excellence, innovation, and client-centric solutions, we shall emerge as a leader in providing a comprehensive one-stop solution for financial services.
Our values are anchored in integrity, expertise, and a deep understanding of your unique financial landscape. We take pride in fostering a culture of transparency and trust, where your goals are our top priority. With a relentless commitment to simplifying complexities and harnessing opportunities, we aim to empower you to thrive in the ever-evolving world of finance.
The Philosophy We Live By
1) Our Core Values -
At Graphite Financial Group, integrity, trust, and excellence are the pillars that guide our every action, forging a bond of confidence with our clients. We hold ourselves to the highest ethical standards, ensuring transparency, honesty, and accountability in all our endeavours.
2) Our Vision And Mission -
We aim to simplify finance solutions and uncover multi-faceted opportunities. We believe that every company has its unique story, challenges and aspirations and we craft tailor-made financial strategies that simplify our clients’ business complexities and align seamlessly with their visions.
Founded
2022
Company size
11-50 employees
Industry
Financial Services
Org type
Public Company
Headquarters
Rose Hill