Role Summary:
We are seeking a strategic and experienced Vice President of Operations to lead and scale our accounting outsourcing delivery for U.S.-based CPA clients. The ideal candidate will bring deep experience in CPA client relationship management, operational excellence, and large team leadership—along with a tech-savvy mindset and a passion for transformation through innovation.
You will be responsible for overseeing delivery across Accounting, U.S. Taxation, and Audit teams, managing a high-performing team of 200+ professionals. This role demands a strong leader who thrives in a fast-paced environment, with a deep understanding of U.S. accounting standards and the ability to support enterprise wide transformation projects using industry-leading tools and technologies
Desired Skills:
- 15+ years of experience in accounting/shared services/KPO, with at least 5 years in a leadership role managing U.S. CPA/accounting firm clients.
- 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.
Job Description
- Client Management & Relationship Leadership
• Serve as the primary point of contact for high-value U.S.-based CPA clients.
• 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
• Lead and optimize daily operations across accounting, tax, and audit functions.
• 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
• Lead, mentor, and retain a team of 200+ professionals, including managers and team leads.
• 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
• Champion the adoption of new technologies and tools to modernize service delivery and enhance productivity.
• 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
• Provide strategic insights and updates to the SVP and executive leadership team.
• Participate in quarterly business reviews and support cross-functional initiatives.
• Contribute to strategic planning, budgeting, and growth initiatives.
Qualification
- Bachelor’s degree in accounting, Finance, or a related field. CPA, EA, or MBA preferred
Language Proficiency (If Any):
- Well conversant in verbal and written English communication
Required Certifications (If Any):
- Process improvement certifications (e.g., Six Sigma, Lean) are a plus
Computer Proficiency & specifications:
- Sound knowledge of MS Office, mainly MS Excel and Outlook
- Familiarity with software such as QuickBooks, Xero, CCH Axcess, UltraTax, Lacerte, CaseWare, etc
Behavioral Competencies (ASK Framework):
- Error free and high accuracy expectation
