Accounting Manager

What You'll Do

• Oversee a portfolio of small business clients.
• Review and ensure accuracy, completeness, and timeliness of monthly financial statements.
• Serve as the main point of contact for client inquiries related to accounting, payroll, and tax.
• Maintain consistent, meaningful communication with clients to foster strong relationships.
• Provide proactive guidance and advisory, beyond standard reporting.

Team Leadership

• Supervise and support bookkeepers in producing quality client work.
• Review output, resolve technical questions, and provide mentorship.
• Maintain production efficiency and timely completion across all client accounts.
• Conduct brief weekly check-ins to assess progress and address issues.

Tax & Advisory

• Prepare and review business and individual tax returns.
• Perform regular tax planning and ensure clients are prepared-no year-end surprises.
• Monitor and manage tax estimates throughout the year.
• Address client tax questions and coordinate with preparers where needed.

New Client Onboarding

• Participate in initial strategy sessions and handle client setup.
• Manage back-work or cleanup for new clients before transition.
• Complete setup checklists and ensure smooth handoff to the bookkeeping team.

Firm Growth

• Identify value-added opportunities to expand client services.
• Actively request referrals and help offset any client attrition.
• Contribute ideas to improve office processes and overall efficiency.

What We're Looking For

• 3+ years of accounting experience (public accounting or client-facing preferred).
• CPA, EA, or currently pursuing certification.
• Proven experience managing multiple client accounts.
• Background in supervising, training, or mentoring staff.
• Solid understanding of bookkeeping, payroll, and tax principles.
• Solid organizational, accountability, and proactive skills.
• Excellent communication and relationship-building skills.
• Team-oriented with a positive, professional attitude.

What It's Like to Work Here

• Collaborative team environment where every member's input matters.
• Direct involvement in client relationships and firm success.
• A dynamic blend of accounting, tax, and advisory work.
• Professional but down-to-earth workplace culture.

Why This Role Stands Out

• This position offers the autonomy of managing your own client section-much like running your own practice, without the risks of ownership.
• You'll have the chance to influence both client outcomes and internal operations directly.

Benefits

• Health, dental, and vision insurance.
• Health savings account.
• Retailer plan.
• Paid time off.

Work Location

On-site