Accounting Team Leader – Advisor

Accounting Team Leader – Advisor

We are a dynamic and growing multidisciplinary advisory firm dedicated to providing exceptional financial services to a diverse client base. We are seeking a Lead Accounting Advisor to join our team of professionals. This role is ideal for a motivated individual who values integrity, innovation, and continuous learning, and thrives in a collaborative, client-focused environment.

The Accounting Team Leader – Advisor serves as a trusted partner to clients, delivering strategic guidance and expert solutions to complex accounting, financial, and business challenges. This role requires strong technical expertise, leadership capability, and the ability to build and maintain lasting client relationships.

Key Responsibilities

Client Advisory Services

• Provide expert guidance on accounting, tax, and financial reporting matters 
• Develop and implement financial strategies to enhance client performance 
• Build and maintain strong client relationships 
• Collaborate with other professional advisors to deliver comprehensive solutions 
• Support clients with transactions such as mergers and acquisitions, due diligence, and funding 

Technical Expertise

• Stay current on accounting standards, tax regulations, and industry trends 
• Provide technical guidance on complex accounting and tax issues 
• Conduct research and analysis to resolve technical matters 
• Review and approve financial statements and reports 

Engagement Management

• Lead and manage client engagements, ensuring timely and accurate delivery 
• Develop and manage project budgets and timelines 
• Communicate effectively with clients and internal teams throughout engagements 
• Ensure compliance with professional standards and internal policies 
• Hold team members accountable for deliverables and performance 

Business Development

• Identify and pursue new business opportunities 
• Build and maintain a strong professional network 
• Prepare and present proposals to prospective clients 
• Participate in industry events and conferences 

Team Leadership & Mentoring

• Mentor and develop junior staff 
• Lead and motivate engagement teams 
• Foster a collaborative and high-performing work environment 
• Review work completed by team members 

Qualifications

Education

• Bachelor’s degree in Accounting, Finance, or related field required 
• Master’s degree (Accounting, Finance, MBA, or related) or relevant certification required 

Experience

• 5+ years of experience advising businesses 
• Experience preparing and reviewing complex business tax returns 
• Strong background in tax research and planning 
• Experience with tax software and research tools 

Skills

• In-depth knowledge of federal, state, and local tax laws and regulations 
• Strong analytical and problem-solving abilities 
• Excellent communication and interpersonal skills 
• Proficiency in Microsoft Excel and tax software 
• Ability to work independently and collaboratively 
• High attention to detail and strong organizational skills 
• Demonstrated commitment to ethical standards 

Key Competencies

• Tax Expertise 
• Analytical Thinking 
• Communication 
• Problem Solving 
• Attention to Detail 
• Organization 
• Ethical Conduct 

Position Details

• Job Type: Full-time 
• Schedule: 40 hours per week (additional hours during tax season) 

Compensation & Benefits

• Competitive salary 
• Performance bonus 
• 401(k) with 4% match 
• Health savings account 
• Life insurance 
• Vision and dental insurance 
• Paid training 

Linked, LLC is an equal opportunity employer committed to creating a diverse and inclusive workplace. We celebrate and embrace differences and are dedicated to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. Our goal is to ensure that every employee and applicant is treated with respect and fairness. We welcome and encourage applications from all qualified candidates and are committed to making reasonable accommodations to support diverse needs throughout the hiring process. Linked, LLC is proud to be an equal opportunity employer and is dedicated to fostering a work environment where everyone can thrive.