Outsourced Accounting & Advisory Services Manager

What You'll Do

• Lead Client Relationships
• Serve as the primary relationship manager for a portfolio of outsourced accounting clients.
• Develop trusted advisor relationships with business owners, executive directors, CEOs, CFOs, Controllers, finance committees, and boards.
• Lead recurring financial review meetings and translate financial results into actionable business insights.
• Understand each client's goals, challenges, and long-term objectives.
• Anticipate client needs and proactively recommend solutions that improve operations and financial visibility.
• Deliver a consistently outstanding client experience that builds long-term relationships.
• Deliver Strategic Accounting & Advisory Services
• Oversee all phases of outsourced accounting engagements from onboarding through ongoing delivery.
• Review month-end and year-end close processes.
• Review financial statements, reconciliations, and supporting schedules for accuracy and quality.
• Assist clients with budgeting, forecasting, cash flow management, KPI reporting, and financial planning.
• Provide technical accounting guidance on complex accounting matters.
• Cook up with client auditors, tax professionals, and internal stakeholders throughout the year.
• Identify opportunities to improve accounting processes, strengthen internal controls, and streamline financial operations.
• Lead High-Performing Teams
• Supervise, coach, and mentor Seniors, Staff Accountants, and Associates.
• Review work products while providing timely and meaningful feedback.
• Delegate work based on staff strengths and development goals.
• Assist with recruiting, interviewing, onboarding, and performance evaluations.
• Foster a collaborative, accountable, and client-focused culture.
• Help build the next generation of leaders within the OAS practice.
• Drive Practice Growth
• Partner With Firm Leadership To Identify opportunities to expand existing client relationships.
• Introduce clients to additional Gross Mendelsohn service lines when appropriate.
• Participate in networking, speaking engagements, and business development activities.
• Support proposal development and prospective client meetings.
• Contribute ideas that improve the OAS practice, our processes, and the client experience.

Why This Role Matters

• As an OAS Manager, you'll serve as the trusted advisor for a portfolio of clients while leading a team of accounting professionals committed to delivering an exceptional client experience.
• You'll oversee engagements from strategy through execution, coach and develop team members, leverage technology to improve efficiency, and provide meaningful financial insight that helps clients make smarter decisions.
• This role offers the opportunity to influence both client success and the continued growth of one of the firm's fastest-growing service lines.