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Team Manager of Client Accounting & Advisory Services

7 hours, 42 minutes ago
United States
Full-time
Lead
Accounting Manager
Operations
ERP
Apply Now
TydeCo

TydeCo

TydeCo specializes in business transformation by integrating expert knowledge with advanced software solutions, such as Sage Intacct, ERP, CRM, and HR & Payroll systems, to enhance operational efficiency, improve financial performance, and facilitate s...

Professional Services
View All Jobs 6

Description

  • Lead and manage the CAAS team to ensure seamless service delivery, operational continuity, and high team productivity.
  • Oversee strategy, revenue tracking, budget management, profitability, utilization, and work allocation within the department.
  • Monitor timesheets, billing accuracy, system efficiency, administrative workflows, and departmental deadlines to maintain operational excellence.
  • Serve as the first point of contact for staff concerns, escalations, and team performance issues, including coverage during absences.
  • Maintain strong client relationships by addressing billing concerns, resolving disputes, and handling escalations promptly.
  • Manage client projects to ensure timely execution, risk mitigation, and alignment with revenue goals and service expectations.
  • Work with Sales, Account Management, Finance, and other departments to align contracts, support service delivery, and identify expansion opportunities.
  • Lead, mentor, and develop employees through performance reviews, coaching, training, and individual development plans.
  • Compile and distribute regular reports on department performance, financials, and key KPIs, and lead weekly and monthly team meetings.
  • Drive process improvements, innovation, and change management to improve efficiency, client satisfaction, and service quality.

Requirements

  • 15+ years of experience, including at least 5 years of leadership experience in Client Accounting and Advisory Services or a related professional services field.
  • Bachelor’s degree in Business Administration, Accounting, Finance, or a related field, or 17+ years of relevant experience in lieu of a degree.
  • Strong expertise in CAAS systems and compliance processes.
  • 5+ years of experience with Sage Intacct.
  • 10+ years of experience with QuickBooks Online (QBO).
  • 5+ years of experience working in a multi-client, multi-time zone environment.
  • Experience managing teams, developing training programs, and optimizing workforce productivity.
  • Excellent communication and interpersonal skills with the ability to collaborate cross-functionally.
  • Demonstrated success in driving operational efficiency, process improvements, and cost optimization is preferred.
  • Experience managing teams in a remote global or multi-regional environment is preferred.
  • Knowledge of employment laws, tax regulations, and payroll compliance standards is preferred.
  • Background in process automation and payroll technology solutions is preferred.
  • Experience using FloQast, Monday, Keeper, or similar accounting task/document management systems is preferred.
  • Strong experience in client retention strategies and business development initiatives is preferred.

Interested in this position?

Apply directly on the company website

Apply Now

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