Associate Manager, Technical Reviews, Training – CPA

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

📋 Description

• Act as the internal authority regarding U.S. GAAP.

• Facilitate technical accounting training throughout the organization.

• Assess monthly close workpapers, reconciliations, and financial statements for precision, completeness, adherence to U.S. GAAP, and firm policies.

• Analyze support for significant balances, estimates, unusual transactions, and accounting conclusions.

• Document review feedback, articulate accounting rationale, follow up with preparers, and ensure corrections are made.

• Examine year-end schedules and related workpapers for external audits.

• Assist engagement teams in addressing accounting inquiries and enhancing audit readiness.

• Monitor review status and recurring issues; communicate results and capacity concerns to the Manager.

• Act as a technical resource for nonprofit accounting issues.

• Investigate accounting inquiries using authoritative guidance and draft memoranda.

• Keep abreast of accounting developments and revise policies, closing checklists, templates, and training materials.

• Create and deliver internal training as well as sanctioned client-facing education.

• Transform recurring review findings into coaching, job aids, case studies, and refresher training sessions.

• Support role-specific learning and the onboarding process for new team members.

• Develop reusable curricula and maintain courses and resources in the content library or learning platform.

• Prepare CPE content and ensure documentation aligns with AICPA/NASBA standards and firm policies.

• Assist in attendance verification, evaluations, certificates, and record-keeping.

• Mentor accountants and reviewers on technical judgment, documentation, self-review, and addressing review comments.

• Organize assigned review work and training initiatives.

• Provide performance feedback on designated team members.

• Contribute materials for webinars, articles, and client resources.

• Maintain version control and update technical resources as guidance or procedures evolve.

• Utilize approved accounting, workflow, analytics, and AI tools to enhance efficiency.

• Validate outputs, confirm authoritative sources, document conclusions, and safeguard client information.

• Engage in process enhancements and related projects.

⛳️ Requirements

• Bachelor's degree in accounting.

• CPA license is mandatory.

• Comprehensive understanding of GAAP.

• At least three years of experience in nonprofit accounting.

• A minimum of five years of general ledger accounting experience.

• Preferred minimum of three years in public accounting.

• Experience in audit preparation and management.

• Capability to excel in a virtual, team-oriented environment.

• Exceptional organizational, problem-solving, project management, and communication abilities.

• Advanced proficiency in Microsoft Office, Excel, and various accounting software platforms.

• Proven track record of successful remote work.

• Candidates must reside in the United States.

• Residents of California are currently ineligible due to business and regulatory constraints.

🏝️ Benefits

• Fully remote work environment.

• Flexible remote schedules with partial flexibility in work hours.

• 15 days of paid time off (PTO), increasing with tenure.

• 10 paid holidays each year, including 1 Floating Holiday.

• Annual all-employee paid retreat.

• Medical, dental, and vision insurance.

• Health Savings Account (HSA) / Flexible Spending Account (FSA).

• Life, short-term, and long-term disability insurance (STD & LTD).

• Options for supplemental insurance.

• 401(k) plan with company matching and 100% vesting after the first year.

• Monthly stipend for technology expenses.

• Full reimbursement of CPA licensing fees.

• 50% reimbursement of AICPA membership fees.

• Ongoing education and training opportunities.

• Employee recognition and reward programs.

• Opportunities for professional growth and advancement.

• A strong emphasis on work-life balance.

• A people-focused culture that promotes employee success and well-being.