Manager, Outsourced Accounting Services

General information

Description & Requirements

• Proactively develop, maintain, and deepen trusted relationships with clients by understanding their business needs, providing strategic insights, and delivering exceptional service. 
• Manage end-to-end outsourced accounting service engagements, including evaluating client accounting systems, overseeing implementation of new technologies, and ensuring seamless integration with business operations. 
• Identify inefficiencies and areas for enhancement within client accounting processes. Provide actionable recommendations and lead the implementation of best practices to improve accuracy, efficiency, and compliance.
• Oversee the complete accounting cycle for clients, including monthly, quarterly, and annual close processes. Ensure timely and accurate financial reporting in accordance with applicable standards. 
• Conduct thorough reviews of financial workpapers and reports prepared by both internal team members and external partners to ensure quality, consistency, and compliance with firm and regulatory standards. 
• Lead initiatives to research, evaluate, and implement new technologies and tools that enhance service delivery, streamline workflows, and create value for both the firm and its clients.
• Collaborate with leadership in preparing proposals and presentations for prospective clients, contributing to the firm’s growth strategy and showcasing service capabilities. 
• Represent the firm at professional events, networking functions, and industry forums to build brand awareness, foster relationships, and identify new business opportunities. 
• Provide guidance, coaching, and performance feedback to team members. Support their professional growth through training, mentorship, and leadership development initiatives. 

• Bachelor’s Degree in Accounting, Finance, or a related business field 
• 5+ years of relevant experience in public accounting and/or organizational accounting operations, including accounting system workflows, financial statement preparation, and supervision of accounting, payroll, and sales tax functions 
• Proficiency in Microsoft Office Suite 

• QuickBooks ProAdvisor designation 
• Current and valid CPA (Certified Public Accountant) license
• Prior experience with CaseWare, Fixed Assets CS, and Bill.com
• Experience working with QuickBooks, QuickBooks Online, Intacct, or similar general ledger software package