Accounting Manager- Client Advisory Services

About the Role

How We Work

Our organization is a growing and well-established professional services firm focused on delivering high-quality financial and advisory solutions. We pride ourselves on a collaborative, team-oriented environment that promotes open communication, innovation, and entrepreneurial thinking. Our culture emphasizes continuous learning, knowledge sharing, and a strong commitment to client success.

Our Client Accounting & Advisory Services team provides a full suite of financial support, including month-end accounting, technology implementation, CFO-level consulting, and strategic advisory services. We partner closely with our clients to understand their challenges and deliver tailored solutions that drive business outcomes.

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How Will You Make an Impact?

• Manage client monthly accounting services including bookkeeping, payroll, month-end close, budgeting/forecasting, and financial reporting
• Ensure client service teams meet deadlines and deliver high-quality work within established expectations
• Serve in a consultative capacity, providing exceptional client service and identifying opportunities for value-added solutions
• Build and maintain strong client relationships, proactively communicating progress, resolving issues, and recommending process improvements
• Develop and execute comprehensive client service plans, including timelines, deliverables, and team assignments
• Monitor engagement budgets, review work-in-progress (WIP), and address variances in a timely manner
• Prepare client invoices, communicate billing details, and assist with collections as needed
• Support business development efforts through community involvement, proposal participation, and client presentations
• Contribute to team development by providing coaching, performance feedback, and participating in evaluations and promotion discussions
• Assist in training and mentoring staff, including development of training materials and facilitation of learning programs

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How Will You Get Here?

• Bachelor’s or Master’s degree in Accounting or related field
• CPA preferred
• 5–7 years of progressive experience in accounting or bookkeeping, preferably in a client-facing environment
• Strong knowledge of Generally Accepted Accounting Principles (GAAP)
• Proficiency in accounting software (e.g., QuickBooks Online) and Microsoft Office (Excel, Word)
• Public accounting experience preferred
• Demonstrated ability to lead teams and collaborate effectively with diverse stakeholders