
Vice President
1 day ago
Role Summary:
The ideal candidate will bring deep experience in CPA client relationship management, operational excellence, and large team leadershipalong with a tech-savvy mindset and a passion for transformation through innovation.
Roles & Management & Relationship Serve as the primary point of contact for high-value U.S.-based CPA clients.
- Own client escalations, ensuring root-cause resolution and proactive follow-ups.
- Conduct regular performance reviews, status calls, and strategic planning sessions with clients.
- Align delivery and team strategy to evolving client needs and regulatory Lead and optimize daily operations across accounting, tax, and audit functions.
- Drive performance management via KPIs, SLAs, and quality benchmarks.
- Maintain adherence to U.S. GAAP, IRS compliance, and auditing standards.
- Standardize and scale delivery processes using automation, RPA, and lean principles.
Team Lead, mentor, and retain a team of 200+ professionals, including managers and team leads.
- Build leadership bench strength and succession planning strategies.
- Implement robust performance management, training, and upskilling frameworks.
- Foster a culture of accountability, innovation, and high & Transformation Champion the adoption of new technologies and tools to modernize service delivery and enhance productivity.
- Collaborate with internal stakeholders to support digital transformation and automation projects.
- Stay ahead of industry trends (e.g., AI in accounting, client portals, cloud platforms) and integrate best practices into operations.
- Leverage data and analytics to improve visibility, forecasting, and Leadership & Reporting
- Participate in quarterly business reviews and support cross-functional initiatives.
- Contribute to strategic planning, budgeting, and growth Skills:
- Bachelors degree in Business, Operations, Finance, or related field (MBA preferred).
- Strong experience managing U.S.-based CPA clients in a BPO or KPO environment.
- Proven track record in managing large teams across Accounting, U.S. Taxation, and Audit services.
- Deep knowledge of U.S. tax codes, GAAP, and audit compliance frameworks.
- Technology-savvy leader with experience in digital transformation, automation tools, and cloud-based systems.
- Familiarity with software such as QuickBooks, Xero, CCH Axcess, UltraTax, Lacerte, CaseWare, etc.
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