Accounting & Advisory Services Manager, CPA

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead and oversee the Accounting & Advisory Services Department

• Develop, document, and enhance accounting workflows and procedures

• Set department KPIs, deadlines, and accountability frameworks

• Foster operational efficiency and drive continuous process improvement

• Identify obstacles and implement proactive solutions

• Supervise, mentor, and nurture accounting staff and support personnel

• Act as the primary accounting advisor and client relationship manager

• Conduct onboarding sessions and financial review meetings

• Engage with clients on accounting, reporting, compliance, and financial matters

• Serve as the escalation point for accounting-related client issues

• Review and approve financial statements and accompanying schedules

• Oversee engagements related to accounting-for-tax and recurring monthly, quarterly, and annual tasks

• Review reconciliations, journal entries, and adjusting entries

• Collaborate with the Tax Department to assist with tax preparation and planning

• Manage accounting projects essential for tax filings

• Participate in Fractional CFO engagements, encompassing budgeting, forecasting, cash flow management, and financial analysis

• Prepare management reports and KPI dashboards

• Provide strategic financial advice to business owners

• Lead and manage Agreed-Upon Procedures engagements

• Oversee compilations, reviews, and non-attest engagements

• Prepare and evaluate Indirect Cost Rate Proposals

• Coordinate client requests and deliverables for government-funded programs

• Serve as the internal contact for third-party audit firms

• Coordinate and support Single Audit engagements

• Facilitate communication between clients and external audit firms

• Manage client deliverables, schedules, auditor requests, and engagement timelines

• Assign tasks based on capacity and skillset

• Review work products and mentor team members

• Develop training programs and performance enhancement initiatives

• Encourage accountability, organization, and ongoing improvement

⛳️ Requirements

• Active CPA license

• Bachelor's degree in Accounting

• At least 5+ years of experience in public accounting or at a CPA firm

• Proven experience managing multiple client engagements at once

• Strong expertise in QuickBooks Online

• Experience in reviewing and preparing financial statements

• Background in supervising staff accountants

• Experience with accounting-for-tax engagements

• Familiarity with AUPs, compilations, reviews, or attest-related engagements

• Experience supporting Single Audit engagements and interacting with third-party auditors

• Experience in preparing or overseeing Indirect Cost Rate Proposals

• Exceptional client-facing communication skills

• Fully bilingual in English and Spanish

• Ability to work with a high degree of autonomy and ownership

• Capacity to proactively manage client relationships and coordinate interdepartmental work

• Ability to make informed accounting decisions and develop solutions independently

🏝️ Benefits

• Remote work arrangement

• Salary starting at $120,000 annually, based on experience