Vice President - US CPA Operations

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 & Responsibilities:

- 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 expectations.

Operational Leadership

- 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 Management

- Build leadership bench strength and succession planning strategies.

- Implement robust performance management, training, and upskilling frameworks.

- Foster a culture of accountability, innovation, and high performance.

Technology & Transformation Initiatives

- 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 decision-making.

Executive Leadership & Reporting

- Participate in quarterly business reviews and support cross-functional initiatives.

- Contribute to strategic planning, budgeting, and growth initiatives.

Competency 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.