Outsourced Accounting Services Manager

Essential Functions and Primary Duties

• Obtaining and maintaining a thorough understanding of financial reporting, balance sheet reconciliations and general ledger structure

• Managing a client base for weekly, monthly, quarterly, and annual accounting services and special projects and ensuring timely reporting

• Developing and maintaining relationships with internal staff and clients

• Occasionally working remotely with clients at their off-site locations to facilitate their financial reporting needs

• Adhere to engagement budget constraints and complete assigned tasks with the time requested

• Providing various training and support for other team members of the client accounting and advisory group and other firm departments

• Preparation and/or review annual 1099 forms

• Knowledge of QuickBooks Online and multiple QuickBooks editions, further achieving ProAdvisor status within 1 year of hire date

• Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook

• Familiarity with payroll processing and processing of payroll via third-party payroll providers

• Excellent communication skills (both verbal and written), and the ability to work well in a team environment

• Reviewing staff level projects primarily for internal use financial statements

• In office at least 3 days per week

• Additional responsibilities as assigned

Preferred Qualifications

• Combination of experience in public and private accounting a plus

• Knowledge and understanding of GAAP, Cash Basis Accounting, Tax Accounting, and Depreciation

• Experience with other accounting and ERP software, such as NetSuite, Intacct, and Dynamics a plus

• Attending networking and marketing events

• Ability to maintain a high level of confidentiality and ethics

Minimum Qualifications

• Bachelor’s degree 

• 6 years of experience in public accounting or related field

• 3 years supervisory experience

• Ability to manage all aspects of client engagements

• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

• Must be able to travel based on client and business needs

• Proficient use of applicable technology