Our client is a trusted provider of comprehensive accounting solutions for businesses and individuals. They pride themselves on delivering personalized financial guidance, exceptional client service, and insightful analysis to support informed decision-making. They continue to grow, are seeking a proactive, client-focused Accounting Manager to join their team and lead the delivery of high-quality financial services.
Job Summary: The Accounting Manager will act as the primary point of contact for a portfolio of business clients, overseeing financial reporting, team development, and strategic client engagements. This individual will lead a team of accounting professionals and collaborate closely with clients and internal departments to deliver exceptional accounting products and advisory services.
Key Responsibilities:
· Review and produce periodic financial reports for all business clients, primarily using QuickBooks Online (QBO)
· Conduct client meetings—both for business and, time permitting, individual clients—to present and explain financial reports and tax outcomes
· Lead, mentor, and develop a team of professional accounting staff, with a focus on elevating the quality and consistency of our financial accounting deliverables
· Actively participate in the client onboarding process to ensure smooth transitions and service alignment
· Work closely as a business partner with other internal departments to support client success and drive operational improvements
· Collaborate with the accounting team to recognize, capture, and act on revenue opportunities
· Participate in the preparation and/or review of business income tax returns, with the ability to assist in individual income tax preparation as needed
Qualifications:
· Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred but not required)
· 8+ years of experience in a Public Accounting Firm including several years of substantive interaction with business clients.
· Technologically savvy with advanced knowledge of QuickBooks, Microsoft Office Suite (including Excel, Word, Outlook), and Adobe Acrobat DC
· Working knowledge of basic tax preparation and workpapers; familiarity with Thomson Reuters Ultra Tax a plus
· Experience leading and mentoring accounting teams
· Excellent client-facing communication and presentation skills
· Strong organizational and time management skills with the ability to manage multiple priorities
What We Offer:
· Competitive salary
· Company-paid employee health, dental, and vision insurance (generous coverage for family members)
· Simple IRA with company match
· Generous paid time off and holidays
· Flexible work environment (in-office January through April, hybrid in the remaining months)
· Ongoing professional development and training opportunities
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