Accounting Services Manager

Position Summary

We are seeking an experienced Accounting Services Manager to join a growing accounting team. This role is ideal for an accounting professional with public accounting or Client Accounting Services (CAS) experience who can lead client accounting engagements, review staff work, clean up complex accounting records, and support the continued growth of the accounting services department.

Key Responsibilities

• Evaluate opportunities to improve accounting services through technology, automation, workflows, and AI-enabled tools.
• Develop and implement standardized accounting procedures, checklists, workpapers, and documentation.
• Delegate work effectively while mentoring and developing accounting staff.
• Train, review, and support team members performing bookkeeping and accounting functions.
• Lead recurring client accounting engagements and complex accounting cleanup projects.
• Diagnose and resolve accounting discrepancies rather than simply identifying variances.
• Reconstruct incomplete or inaccurate accounting records using bank statements, payroll records, tax returns, loan documents, and supporting documentation.
• Bring disorganized financial records to a reconciled, tax-ready state.
• Review general ledgers, reconciliations, and financial statements for accuracy.
• Prepare or review month-end, quarter-end, and year-end accounting workpapers.
• Resolve issues related to bank reconciliations, credit cards, loans, fixed assets, payroll liabilities, accounts payable, accounts receivable, equity, and prior-period transactions.
• Coincide with the tax team to ensure financial records are complete and ready for tax preparation.
• Communicate directly with clients regarding missing information, accounting issues, and process improvements.
• Manage accounting cleanup engagements, including tracking project scope, time, and billing.

Qualifications

• 5+ years of public accounting, bookkeeping, controllership, or Client Accounting Services (CAS) experience.
• Public accounting experience is required.
• Experience with QuickBooks Online, QuickBooks Desktop, Xero, Sage, or similar accounting software.
• Strong knowledge of general ledger accounting and balance sheet reconciliations.
• Experience cleaning up and reconciling incomplete or inaccurate accounting records.
• Experience reviewing the work of accountants or bookkeepers and providing guidance.
• Strong organizational, analytical, and problem-solving skills.
• Excellent communication and client relationship management skills.
• Strong Microsoft Excel skills.
• Experience working with small and closely held businesses is preferred.
• Experience implementing accounting software, automation tools, and workflow improvements is preferred.

Ideal Candidate

The ideal candidate enjoys solving complex accounting problems, improving accounting processes, mentoring staff, and ensuring financial records are accurate and reliable. They are detail-oriented, proactive, technology-minded, and capable of managing multiple client engagements while maintaining high-quality accounting standards.

Preferred Experience

• 5+ years of public accounting experience.
• Experience cleaning up small business accounting records.
• Experience reviewing staff work, managing accounting projects, and training team members.
• Experience implementing accounting software and improving accounting workflows.