Accounting Manager, Client Advisory Services

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

📋 Description

• The **Accounting Manager, Client Advisory Services** serves as the main point of contact for clients, fostering relationships, leading meetings, and offering guidance and feedback to junior team members while ensuring exceptional service and support for clients. This role utilizes accounting theories and principles to tackle complex business challenges and enhance financial processes, guaranteeing accurate financial reporting and compliance.

• **Job Duties**

• Implement accounting theories, principles, and systems design to tackle intricate business challenges and improve financial processes.

• Examine accounts and investigate discrepancies.

• Oversee the accounts receivable and accounts payable processes.

• Ensure timely invoicing, collection, efficient bill payment processing, and reconciliation activities.

• Create work plans, project timelines, and establish key milestones.

• Review journal entries to ensure accurate financial reporting and adherence to regulatory requirements.

• Analyze account balances and financial statements.

• Investigate issues raised by staff and work towards resolution.

• Guarantee proper documentation for all accounts.

• Manage regulatory obligations and internal reporting deadlines.

• Engage in quality assurance initiatives.

• Review work completed by oneself and others prior to submission, including balance sheet reconciliations, P&L classifications, and state and local tax filings for accuracy and compliance.

• Maintain frequent and effective communication with client contacts.

• Offer general accounting feedback and recommendations to clients.

• Ensure that team delivery goals are accomplished through effective process management and inter-departmental communication.

• Identify client issues and shortcomings, assisting in recommending solutions.

• Act as the principal client contact.

• Build and nurture client relationships while involving other team members to leverage diverse perspectives and deliver comprehensive solutions.

• Actively listen to clients, respond promptly, and effectively address their needs.

• Facilitate client meetings and engage junior team members in these discussions.

• Manage client workload and projects from inception to completion, developing work plans, project timelines, and key milestones.

• Efficiently handle multiple projects, coordinating resources, monitoring progress, and ensuring deadlines are met while providing clients with the highest level of service and support.

• Prepare, communicate, and monitor budgets for client engagements.

• Serve as a mentor to junior team members.

• Share knowledge, insights, and best practices with others through training, coaching, or mentoring.

• Provide timely feedback to team members.

• Highlight team members' performance strengths and weaknesses, focusing on behaviors and outcomes.

• Facilitate regular meetings with direct reports and assist in establishing their performance goals.

• Supervise a team for daily management of scheduling, training, and procedures.

• Offer guidance and direction to team members to enhance their skills and overcome challenges.

• Effectively delegate work to staff based on their qualifications, capabilities, and interests.

• Manage staff workloads to ensure optimal resource utilization while maintaining a healthy balance for team members.

• Act as a technical resource to support project teams, troubleshoot issues, and provide guidance.

• Recognize problems and develop solutions, consulting with leadership when necessary.

• Communicate potential additional service offerings to clients.

• Cultivate established networks to facilitate full-cycle business development.

• Participate in the development and implementation of solutions for clients.

• Complete and document research calls promptly.

• Perform other duties as assigned.

⛳️ Requirements

• Knowledge of market and industry trends.

• Previous business experience with the ability to apply that experience to a diverse range of client situations.

• Proficient in MS Word, Excel, PowerPoint, Outlook, QuickBooks, QuickBooks Online, and other software.

• Familiarity with using a CRM.

• Ability to inspire and lead staff.

• Strong attention to detail.

• Capability to meet tight deadlines and manage unexpected and sometimes urgent matters for the firm or clients as they arise.

• Project management and time management skills.

• Unyielding commitment to client satisfaction.

**Education:**

• Bachelor’s degree in accounting.

• Master’s degree preferred.

**Experience:**

• At least 5-7 years of experience or relevant experience.

• Team and project management experience is required.

**Licenses/Certifications:**

• QuickBooks Online Pro Advisor Certification.

• CPA License.

🏝️ Benefits

• **Rea** provides a broad range of benefits to support our employees' health, wellness, and financial objectives.

• Health Care Plan (Medical, Dental & Vision).

• Retirement Plan (401k with 3% contribution).

• Life Insurance (Basic, Voluntary & AD&D).

• Family Leave (Maternity, Paternity).

• Short Term & Long Term Disability.

• Training & Development.

• Wellness Resources.

• Four (4) weeks PTO.

• Twelve (12) paid holidays, of which three (3) are floating holidays.

*Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without prior approval from Rea’s Talent team. Pre-approval is necessary before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes or candidates who are sent directly to our hiring managers.*