Certified Public Accountant-Senior Manager

1. Strategic Client Engagement & Relationship Management

▪ Serve as the senior point of contact and trusted advisor for a portfolio of high-value U.S.-based

clients, ensuring exceptional service delivery and long-term retention.

▪ Lead strategic client discussions to understand evolving business needs and deliver holistic

financial, tax, and compliance solutions.

▪ Conduct periodic business reviews with clients, presenting performance insights and

recommending actionable improvements.

2. Advanced Accounting Oversight & Governance

▪ Provide high-level oversight of end-to-end accounting operations, including

complex bookkeeping, reconciliations, and GAAP-compliant financial statement

preparation.

▪ Establish and enforce quality standards and internal controls to ensure the accuracy,

completeness, and integrity of financial data across all client portfolios.

▪ Lead reviews and sign-offs on deliverables prepared by Managers and junior staff.

3. Tax Strategy, Planning & Compliance Leadership

▪ Oversee and review the preparation of federal, state, and local tax returns, including

Forms 1120, 1120S, 1065, and 1040 for multiple clients.

▪ Develop and implement proactive tax planning strategies to minimize liabilities and optimize tax

outcomes at both the entity and individual levels.

▪ Provide authoritative guidance on complex multi-state and international tax matters, including

transfer pricing and cross-border compliance.

4. Payroll Compliance & Strategic Advisory

▪ Supervise payroll operations across client accounts, ensuring compliance with federal and state

payroll tax laws and regulations.

▪ Provide senior-level advisory on payroll structuring for tax efficiency, including compensation

design and deferred compensation planning.

5. Multi-State Sales Tax Leadership

▪ Lead the oversight of multi-state sales tax preparation, filing, and reconciliation functions across

the team.

▪ Advise clients on complex sales tax implications including nexus analysis, economic nexus

post-Wayfair, and marketplace facilitator compliance.

6. Financial Reporting, Advisory & Business Intelligence

▪ Deliver senior-level financial insights to clients, encompassing budget management, cash flow

forecasting, profitability analysis, scenario planning, and KPI benchmarking.

▪ Develop and present customized financial dashboards, board-level reports, and executive

summaries to support strategic client decision-making.

7. Compliance, Risk Management & Audit Oversight

▪ Ensure full compliance with U.S. federal, state, and local business regulations, including annual

filings, registrations, and entity maintenance obligations.

▪ Lead and coordinate audit support for clients, serving as the primary liaison with auditors,

authorities, and regulatory bodies.

▪ Identify and proactively mitigate financial and compliance risks across client portfolios.

8. Process Excellence & Technology Leadership

▪ Spearhead the design and implementation of scalable, efficient accounting and compliance

workflows across the US department.

▪ Champion the adoption of ERP systems and accounting technologies such as QuickBooks,

NetSuite, Xero, and workflow automation tools.

▪ Define best practices and standard operating procedures for the Manager and Associate teams.

9. Team Leadership, Mentoring & Talent Development

▪ Lead, coach, and develop a team of Managers and Associates, fostering a culture of

excellence, accountability, and continuous learning.

▪ Conduct structured performance reviews and provide constructive feedback to support

individual growth and team development.

▪ Collaborate with HR and leadership in hiring decisions, onboarding, and team capacity planning.

10. Research, Advisory & Thought Leadership

▪ Stay ahead of U.S. accounting, tax, and regulatory developments, translating changes into

actionable guidance for clients and the internal team.

▪ Produce and present research reports on complex financial, tax, or compliance matters with

clarity and authority.

11. Business Development & Practice Growth

▪ Partner with senior leadership in driving business development through client pitches, proposal

preparation, and expansion of VCFO service offerings.

▪ Identify and pursue cross-selling opportunities, proactively deepening relationships within

existing client accounts.

▪ Represent USAIndiaCFO at industry events, webinars, and networking forums to build brand

visibility and professional credibility.

❖ Desired Skills & Qualifications

• CPA qualification (active or in progress) strongly preferred.

▪ Bachelor's or Master's degree in Accounting, Finance, or a related field.

▪ Minimum 7–10 years of progressive experience in U.S. accounting, tax, and compliance, with at

least 2–3 years in a managerial role.

▪ In-depth expertise in GAAP, U.S. tax laws, payroll regulations, and multi-state and international

tax compliance.

▪ Advanced proficiency in QuickBooks, NetSuite, Xero, or comparable ERP/accounting platforms.

▪ Demonstrated leadership ability with strong client relationship management and team

development skills.

▪ Excellent analytical, communication, and presentation skills; comfortable engaging with C-suite

stakeholders.

• ▪ Entrepreneurial mindset with a drive for practice growth and service innovation.