Senior Manager | Outsourced Accounting Solutions (OAS/CAAS)
Anonymous Business Solutions • San Diego, California • Full Time
Posted on Wed, May 13, 2026
Responsibilities
Essential Functions and Primary Duties
- Lead, develop, and mentor managers and staff, fostering a high-performing, accountable team culture.
- Partner with Directors, Senior Managers, and Managers across the region to standardize delivery processes, optimize technology utilization, and drive consistent quality and client satisfaction.
- Lead process optimization initiatives across client engagements to drive efficient monthly close cycles, ensure accurate and timely balance sheet reconciliations, and maintain high-quality technical accounting across cash, accrual, and GAAP reporting frameworks.
- Drive consistency and scalability across engagements by standardizing workflows, best practices, and delivery models.
- Collaborate with leadership on practice development and growth initiatives, including supporting cross-selling efforts and participating in business development activities such as scoping and involvement with proposals.
- Champion the effective adoption and continuous optimization of leading cloud-based technologies (e.g., QuickBooks Online, Gusto, Bill.com), including staying current on new features and capabilities.
- Support national OAS initiatives, governance, and technology alignment to ensure consistency with firm-wide strategy and operating standards.
Preferred Qualifications
- Proven leadership experience managing teams
- Strong knowledge of GAAP and financial reporting
- Experience with cloud accounting platforms
- Strong communication and client advisory skills
- Experience with AI tools preferred
- CPA, CMA, CGMA or similar certification preferred
Qualifications
Minimum Qualifications
Bachelor's degree required
8 years of experience in public accounting or related field
5 years supervisory
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Availability to travel based on business needs