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 FINANCIALThis 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.Leadership Without Proximity: You set clear expectations, provide consistent coaching, and hold your team accountable — entirely through remote communication and structured operating rhythms. Your presence is felt through the quality of what your team produces.Client Credibility: You maintain the technical depth and professional presence to engage senior client contacts directly when needed. Your team’s standards reflect yours and you invest in both.Responsiveness at Scale: You model the responsiveness you expect from your team. Delayed decisions and slow escalations create client risk. You move fast, communicate clearly, and resolve things.Coaching Over Fixing: Your job is to make Client Leads better — not to do their work for them. When something goes wrong, your first instinct is to coach, not do.Accountability for Team Outcomes: You own what your team delivers. You do not deflect to process, capacity, or individual performance. You identify problems early and solve them.Professional Standards Enforcement: You hold Client Leads and Associates to a high bar for written communication, client interaction, and deliverable quality. This is not optional in a remote, client-facing environment.CORE RESPONSIBILITIESTeam Enablement & OversightCoach Client Leads on solution design, client management, delivery approach, and professional judgmentReview client engagement approaches for technical risk, complexity, or inconsistency with firm standards — and redirect when necessaryServe as the first escalation point for delivery challenges, client issues, and team capacity problemsEnsure all work produced by the team meets Graphite’s quality standards before it reaches clientsPeople LeadershipConduct formal performance reviews and ongoing career development conversations with direct reportsIdentify capability gaps within the team and address them through coaching, training, or other resourcesBuild a team environment where Client Leads operate with confidence and accountability, not dependencyCapacity & Quality ManagementBalance workload across Client Leads and adjust resourcing to manage close peaks, client demands, and coverage risksDrive execution consistency across clients without creating bureaucratic overheadEnsure no client engagement is dependent on a single person — cross-training and documentation are standing expectationsClient ExecutionMaintain 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 resourceCross-Team CoordinationPartner cross-functionally across service lines and teams to translate firm-wide standards into practical, client-ready execution within your teamSurface recurring delivery issues, client patterns, and improvement opportunities to the Director proactivelyQUALIFICATIONSBachelor’s degree in Accounting required; CPA required7–10 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 preferredDeep working knowledge of GAAP with direct experience navigating startup-specific accounting complexity: SAFEs, convertible instruments, ASC 606, equity compensation, and moreDemonstrated ability to manage a team and a client portfolio simultaneously without sacrificing quality on eitherStrong coaching and feedback skills — you have developed junior accounting professionals before and take that responsibility seriouslyExcellent written and verbal communication skills; executive presence in client-facing situationsProficiency in QuickBooks Online; experience with NetSuite, Sage Intacct, or similar platforms preferredExperience working in a remote professional services environment is strongly preferredCOMPREHENSIVE PERKS AND BENEFITS:Health & Wellness: Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company.Financial Security: Company-paid Short-Term and Long-Term Disability insurance.Work/Life Balance To Include: Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave.Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup.401k: With a company match
