Qureos Mentor

Transcounts Services Inc.

: Practice Lead/ Sr. Account Executive (Canadian/US Accounting)Location: Mohali SAS Nager, PB India (Onsite)Job Type: Full-time (Timing: 4PM to 1 AM IST)- The Practise Lead is responsible to lead the foreign accounting operations by ensuring accurate financial reporting, compliance and effective coordination with team to support organizational transparency and performance.1. Leadership role/Independent team building and handling:<ul><li>Set clear performance goals, KPIs, and expectations from the team</li><li>Lead, Inspire, and Mentor a team of professionals within the practice area.</li><li>Manage team capacity and allocate resources effectively across clients.</li><li>Identify skill gaps and coordinate upskilling and training programs.</li><li>Conduct regular performance reviews and provide actionable feedback.</li></ul>2. Effective Communication:<ul><li>Draft well-structured, grammatically correct, and courteous emails, reports, and documentation.</li><li>Lead or contribute effectively to team meetings, client calls, and presentations.</li><li>Prepare agendas, guide discussions, and summarize key takeaways for follow-up.</li><li>Build strong rapport with clients by maintaining open, respectful, and regular communication.</li><li>Address client queries, deliverables, and concerns in a timely and professional manner.</li></ul>3. Onboarding of new clients<ul><li>Serve as the primary point of contact for new clients during the onboarding phase.</li><li>Onboarding new clients from setting up chart of account in QuickBooks/XERO to catching up their bookkeeping backlog</li><li>Later switching these onboarding clients into monthly accounting clients, streamline their processes, preparing checklists and transition to regular accounting team.</li><li>Understanding the clients&rsquo; sales and business operations to design onboarding plan.</li><li>Understand the client&rsquo;s business goals, needs, and expectations.</li><li>Collect necessary documentation, data, or access credentials required to initiate services.</li><li>Maintain accurate onboarding documentation and records.</li><li>Create and manage onboarding project plans with clear timelines and deliverables.</li><li>Monitor progress and keep clients informed of any delays or changes.</li></ul>4. Effective deliverables<ul><li>Prepare monthly, quarterly, and annual financial statements (P&amp;L, Balance sheet, Cash flow).</li><li>Deliver reports in compliance with relevant accounting standards (e.g., IFRS, US GAAP).</li><li>Meeting compliance deadlines for the assigned clients</li><li>Ensure deadlines are met for management and external reporting.</li><li>Report daily/weekly cash positions and variances as required.</li></ul>5. Compliance-Focused Role:To oversee accounting processes for international entities while ensuring full compliance with local regulations, tax laws, and international financial reporting standards and to mitigate financial and regulatory risks across jurisdictions.&middot; Replying to all emails within 24 hours.&middot; Keeping full track of email actionable items + additional insights provided by the client related to process &amp; month and year-end close PoV + filling gaps if the team ignores any year-end notes.&middot; Daily planning for themselves, the team and deliverables.&middot; Assessing challenges proactively to support the team in meeting/beating the TC Cycle (weekly queries, posting 25th, req list, bank queries, fixing bank queries, financials, taxes, year-ends).&middot; Reviewing bank queries (where the team is dependent on you).&middot; Audit bank queries (where the team is independent of you).&middot; Reviewing Expense Analysis from taxes, consistency, new supplier, contractors &amp; payroll staff process, and overall SOP PoV.&middot; Review 100% sales, AR, undeposited/clearing accounts, merchant fees, region-wise sales taxes, GP &amp; inventory &gt; guiding team to update their approach.&middot; Review and finalize monthly financials for the client, including the accuracy of AP &amp; AR Aging, Prepaid and accruals, Deferred, Tax Liabilities, Tax Estimates, and other BS and financial Items (where the team depends on you).&middot; Auditing the most critical and selective items in each monthly financial report (where the team is independent of you).1. Salary: Competitive salary package depending on the work experience.2. Benefits: 6 days sick leaves, 12 earned leaves, Medical Insurance, Dinner Meal &amp; Annual Retention Bonus.3. Robust Growth &amp; Learning Opportunities.4. Any questions, please reach out to HR@transcounts.comJob Type: Full-timePay: &#8377;800,000.00 - &#8377;1,100,000.00 per yearWork Location: In person

Sr. Accounting lead

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Transcounts Services Inc.

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Sr. Accounting lead