Accounting Team Lead

Our Company

At DOXA, we are dedicated to connecting businesses with top-tier talent across various industries. Our mission is to deliver innovative solutions that drive exceptional outsourcing services, enabling companies to expand their teams and grow their operations seamlessly. What sets DOXA apart is our commitment to fostering a vibrant and supportive team culture. Join us and be part of a culture that prioritizes your happiness and well-being, ensuring you thrive both personally and professionally.

The Role

We are seeking an Accounting Team Lead to join a growing team. The ideal candidate thrives in a fast-paced, high-pressure environment while maintaining strong attention to detail and accuracy. This role requires the ability to work efficiently, communicate clearly with clients, and consistently deliver high-quality output. Strong follow-through and a commitment to excellence are critical for success.

Location: Must be in Philippines – Remote.

Environment: Philippines and international teams

Language: Advanced English (B2 to C1)

Work Schedule: 8:00 AM – 5:00 PM Eastern Standard Time (8:00 PM – 5:00 AM Philippine Standard Time), follows Philippine holidays

Employment Type: Full time

Requirements

• Education: Bachelor’s degree in Accounting required; CPA preferred
• Experience: 7+ years of full-cycle accounting experience preferred, ideally in a multi-client environment, accounting firm, or outsourced accounting services
• Skills:
• Experience working with U.S.-based clients (minimum 2 years preferred)
• Leadership experience with ability to delegate, oversee quality, and guide junior team members
• Experience managing 30+ clients, or at least 15 larger clients
• Experience with QuickBooks Online preferred but not required
• Client-facing experience, including presenting financial reports and explaining financial results
• Strong proficiency in Microsoft 365 applications
• Strong interpersonal, analytical, and communication skills
• Solid understanding of GAAP
• Strong ability in data management, analytics, and reporting
• Ability to work independently with minimal supervision
  
  

• Perform analysis of financial data to identify trends and provide actionable insights to clients
• Schedule MS Teams video calls with clients to review financial reports
• Present financial statements, KPI reports, and variance analyses during monthly and quarterly client meetings
• Maintain consistent, professional communication with assigned clients and CPAs
  
  

• Manage and delegate daily, weekly, monthly, quarterly, and annual accounting tasks
• Perform monthly bookkeeping reviews for complex client accounts
• Ensure the team maintains updated client checklists in Karbon
• Review QuickBooks file clean-ups for newly onboarded clients
• Train team members on new client assignments as needed
• Delegate bookkeeping and accounting tasks as clients are onboarded
• Serve as the first escalation point for complex accounting issues and ad hoc requests
• Train Accounting Assistants on how to review their own work effectively
• Provide guidance on variances in monthly, quarterly, and annual adjustments and reconciliations
• Review payroll transmissions processed by the accounting team
• Review and guide resolution of variances in quarterly payroll tax returns and reconciliations
• Review and provide guidance on complex monthly and quarterly sales tax filings
• Interpret IRS updates and communicate key compliance requirements to the team
• Review bills entered in Bill.com by the accounting team or AP Specialist as needed
• Review invoices created in QuickBooks Online or Bill.com as needed
  
  

• Develop annual budgets and cash flow forecasts
• Lead accounting catch-up and clean-up projects for newly assigned clients
  
  

• Operate in alignment with company core values when solving problems
• Enter time daily in Karbon
• Manage calendars and coordinate workload schedules
• Schedule weekly team meetings as needed
• Support 1:1 check-ins focused on goals, performance, and development
• Attend daily team huddles
• Participate in trainings and workshops
• Support adoption of new ERP systems, tools, and process improvements