Client Accounting and Advisory Services Manager

• Execute monthly close procedures and deliverables to clients based on the accrual basis of accounting
• Prepare various financial statements, including consolidated income statements, balance sheets and statement of cash flows
• Calculate, interpret, and communicate KPIs from clients’ financial statements, identifying positive and constructive trends
• Plan and manage basic engagements, including on-boarding and client delivery phases
• Lead and manage other team members, including mentoring in professional development, guiding and teaching through technical challenges, and maintaining our firm’s core values
• Seek to identify new advisory opportunities and propose additional services to existing clients
• Support drafting proposals and other documents explaining proposed solutions for clients
• Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
• Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
• Support special project requests from clients, including but not limited to cost studies, breakeven analysis, budget preparation, cash flow projections and other services

• Bachelor’s degree in accounting or related field
• Actively licensed CPA or EA
• 3+ years’ experience in a public accounting environment
• 5+ years’ experience of industry experience
• Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop) is preferred, but not required

Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop)