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ROLE PURPOSE:
Ensure high-quality, consistent client delivery across an assigned team by enabling, coaching, and coordinating Client Leads and staff. The Team Lead is accountable for team effectiveness — not just individual client outcomes. This is a leadership role that requires the ability to develop people, manage execution quality at scale, and maintain Graphite’s delivery standards across a full book of client engagements. Team Leads also carry formal people management responsibilities including performance reviews, career coaching, and development planning.
WHAT IT TAKES TO SUCCEED AS A TEAM LEAD HERE AT GRAPHITE FINANCIAL
This is a fully remote leadership role within a client-facing professional services organization. You lead a team within a diverse and distributed workforce. Your standards, communication, and judgment define what your team delivers. The following qualities are essential.
CORE RESPONSIBILITIES
Team Enablement & Oversight
• Coach Client Leads on solution design, client management, delivery approach, and professional judgment
• Review client engagement approaches for technical risk, complexity, or inconsistency with firm standards — and redirect when necessary
• Serve as the first escalation point for delivery challenges, client issues, and team capacity problems
• Ensure all work produced by the team meets Graphite’s quality standards before it reaches clients
People Leadership
• Conduct formal performance reviews and ongoing career development conversations with direct reports
• Identify capability gaps within the team and address them through coaching, training, or other resources
• Build a team environment where Client Leads operate with confidence and accountability, not dependency
Capacity & Quality Management
• Balance workload across Client Leads and adjust resourcing to manage close peaks, client demands, and coverage risks
• Drive execution consistency across clients without creating bureaucratic overhead
• Ensure no client engagement is dependent on a single person — cross-training and documentation are standing expectations
Client Execution
• Maintain a purposefully limited personal client book using direct client execution to stay technically current, model the standards you set for your team, and remain credible as a coach and escalation resource
Cross-Team Coordination
• Partner cross-functionally across service lines and teams to translate firm-wide standards into practical, client-ready execution within your team
• Surface recurring delivery issues, client patterns, and improvement opportunities to the Director proactively
QUALIFICATIONS
• Bachelor’s degree in Accounting required; CPA required
• 7–10 years of accounting experience including at least 2 years in a client lead, manager, or team leadership role; public accounting (Manager level) or outsourced accounting leadership experience strongly preferred
• Deep working knowledge of GAAP with direct experience navigating startup-specific accounting complexity: SAFEs, convertible instruments, ASC 606, equity compensation, and more
• Demonstrated ability to manage a team and a client portfolio simultaneously without sacrificing quality on either
• Strong coaching and feedback skills — you have developed junior accounting professionals before and take that responsibility seriously
• Excellent written and verbal communication skills; executive presence in client-facing situations
• Proficiency in QuickBooks Online; experience with NetSuite, Sage Intacct, or similar platforms preferred
• Experience working in a remote professional services environment is strongly preferred
COMPREHENSIVE PERKS AND BENEFITS:
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