A growing professional services firm is seeking an experienced Accounting Manager to join its Client Accounting & Advisory Services (CAAS) practice.
This is an opportunity for an accounting professional who enjoys going beyond traditional financial reporting and becoming a trusted advisor to business owners and leadership teams. You will lead client engagements, oversee accounting and financial reporting, and help clients use their financial information to make better business decisions.
The ideal candidate brings a strong accounting foundation along with experience managing client relationships, leading teams, and providing advisory or outsourced accounting services.
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Lead client accounting and advisory engagements from planning through completion
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Serve as a trusted advisor to business owners and executive leadership teams
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Oversee month-end close, account reconciliations, financial reporting, and financial statement preparation
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Support budgeting, forecasting, cash flow planning, and KPI development
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Analyze financial results and translate data into actionable business recommendations
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Identify opportunities to improve accounting processes, reporting, automation, and technology
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Manage multiple client relationships, priorities, deadlines, and engagement budgets
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Coach, mentor, and develop accounting professionals
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Maintain high standards for client service and work quality
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Support client relationship growth and business development initiatives
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Bachelor’s degree in Accounting, Finance, or a related field
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8+ years of progressive accounting, advisory, consulting, or outsourced accounting experience
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Experience managing client relationships and leading accounting engagements
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Strong understanding of financial reporting and month-end close
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Experience with budgeting, forecasting, cash flow analysis, and management reporting
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Strong leadership, communication, and project management skills
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Ability to communicate financial information effectively to business owners and executives
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CPA preferred
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Experience within Client Accounting Services (CAS), Client Accounting & Advisory Services (CAAS), outsourced accounting, or a similar professional services environment
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Experience providing fractional Controller or CFO-level support
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Strong business acumen and an advisory mindset
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Experience leveraging cloud-based accounting systems, reporting tools, and automation
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Demonstrated success mentoring and developing accounting professionals
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Ability to identify opportunities to improve client operations and financial performance