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Role Description

At Graphite Financial, we provide high-growth companies with the financial clarity they need to scale. We are looking for a Team Lead (Senior Manager), Accounting Services—a "player-coach" who excels at managing a high-performing delivery team while remaining sharp through direct client execution.

In this role, you are accountable for the overall effectiveness of your accounting team, moving beyond individual task completion to ensure every Client Lead and Staff Accountant is enabled, coached, and delivering work that meets our firm’s rigorous standards.

Our leadership philosophy values hands-on expertise. Successful candidates may onboard as a Client Lead, with a structured path to a Team Lead role based on performance and organizational growth. We prioritize internal promotion for those who demonstrate mastery of our client success standards.

• Coach and support Client Leads in complex solution design, from intricate revenue recognition to multi-state nexus considerations.
• Review and guide financial approaches for high-complexity clients to ensure reporting accuracy and consistency across the team.
• Act as the first point of escalation for technical accounting challenges or delivery roadblocks.
• Ensure all deliverables align with 2026 accounting standards and firm best practices.
• Balance workload across the team to ensure quality never dips during month-end close or audit seasons.
• Adjust resourcing to manage peaks in client demand, such as tax filings or M&A due diligence.
• Identify delivery gaps or capability needs, driving professional development within your team to meet evolving market demands.
• Maintain a personal client book to stay current on accounting technologies and regulatory shifts.
• Model the standard for how work is executed, documented, and presented to clients, setting the bar for the rest of the team.
• Translate firm-wide standards into practical, client-ready execution steps.
• Partner with Standards & Technology teams to ensure our accounting tech stack and workflows are consistently applied.
• Surface recurring issues or opportunities for process automation to leadership.
• Manage formal performance reviews, career coaching, and professional development plans for your direct reports.

Qualifications

• 7–10+ years of progressive accounting experience, moving from "doing" to "reviewing" and finally to "leading."
• Minimum 2+ years of direct people management experience, specifically responsible for the performance reviews and career pathing of other professional accountants.
• Experience leading accounting teams in a top-tier mid-market accounting firm (Client Advisory Services/CAS wing) is highly preferred.
• Proven ability to manage a portfolio of clients totaling over $1.5M in annual recurring revenue (ARR) while maintaining high NPS/client retention.
• Bachelor’s degree in Accounting; CPA or CMA strongly preferred to provide the necessary credibility for escalation ownership.

Requirements

• 7–10+ years of progressive accounting experience.
• Minimum 2+ years of direct people management experience.
• Experience leading accounting teams in a top-tier mid-market accounting firm.
• Proven ability to manage a portfolio of clients totaling over $1.5M in annual recurring revenue (ARR).
• Bachelor’s degree in Accounting; CPA or CMA strongly preferred.

Benefits

• Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company.
• Company-paid Short-Term and Long-Term Disability insurance.
• Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave.
• 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.