Position Responsibilities:
- Client and Technical Support:
- Act as the primary point of contact in the Philippines for a portfolio of growth-oriented small business clients in a range of industries (e.g., SaaS, professional services, law firms, medical practices, real estate, etc.), ensuring accuracy, timeliness, and professional communication.
- Review month-end close work papers, financial reports, and other client deliverables.
- Provide clients with insights, analysis, and recommendations based on financial data; understand their business operations and customize accounting solutions to fit their needs.
- Provide guidance on client issues or complex accounting transactions when team members escalate their concerns.
- Oversee Year-end review and 1099 process.
- Lead the team in the client onboarding process and ensure a seamless transition from Aprio’s Onboarding team.
- Leadership & Team Collaboration:
- Lead the PH Team in planning, strategizing, and assigning client work aimed at balanced workload distribution.
- Supervise, mentor, and support Incubator team members to ensure high-quality and timely deliverables, and high employee morale.
- Mentor and coach team members to support career growth and skill development.
- Conduct performance evaluations at set frequencies and deliver feedback regularly to ensure the success of the team members.
- Collaborate with U.S.-based Manager on project progress, team updates, and initiatives for continuous improvement and innovation.
- Assign and monitor projects and assignments, ensuring deadlines and service level agreements are met.
- Review existing processes and identify opportunities for improvement.
- Create new processes to streamline tasks and maximize team member efficiency.
- Drive adoption of standard operating procedures (SOPs) and best practices across the Incubator team.
- Monitor team’s KPIs, analyze performance trends, and recommend process improvements.
- Foster a collaborative, high-performance culture that aligns with company values and encourages knowledge sharing.
Qualifications:
- Amenable to day-shift schedule (6:30 AM - 3:30 PM PHT)
- Work Setup: Hybrid – Initial 3 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week. Work location is either at our Clark or Makati site.
- Degree in BS in Accountancy, Finance, or Business (CPA is an advantage)
- 5+ years using QuickBooks Online (QBO) and Xero (NetSuite is a big plus)
- Prior public accounting experience in either Audit or Client Accounting Services is a strong advantage
- Strong knowledge of US Generally Accepted Accounting Principles and best practices
- Skilled in analyzing financial statements, resolving discrepancies, and implementing controls
- Strong organizational, communication, and time management skills. This is especially important as this team communicates directly with clients.
- Demonstrated leadership in mentoring and developing teams
- Strategic problem-solver with ability to manage multiple client relationships and deliver high-quality results
- Proactive attitude; highly self-motivated and able to promote a positive team culture
- High degree of emotional maturity; ability to manage multiple and shifting priorities efficiently and effectively, and to work well with diverse teams and clients
- Experience working in a fast-paced, remote-first environment is a plus
Top Skills
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.
Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.