Outsourced Accounting Manager

About the role

The Outsourced Accounting Team Manager serves as an outsourced accountant for clients and works as part of a team to provide a valuable client experience. They handle the day-to-day accounting functions for their clients, including those with more complex accounting and payroll needs. This role mentors and trains employees in the accounting services area and manages workloads for the local market's accounting team.

Responsibilities

• Manages client relationships by monitoring client needs and building value into professional services
• Manages accounting service department team members in the local market
• Manages accounting projects to meet client needs within specified time frames
• Works closely with clients to assess general accounting needs
• Prepares complex reports, returns, and other documents as required, including sales tax reports, year-end tax forms, financial statements, and other client-required reports
• Calculates and reviews period-end journal entries and analyzes and provides guidance to clients on balance sheet accounts
• Completes the period-end process for clients
• Properly codes and completes data entry of bank statements and other bookkeeping transactions
• Reconciles bank accounts for clients
• Provides mentoring and technical training for employees in the accounting services department
• Performs client billings for accounting services provided

Keys to Success

• Overall client satisfaction
• Efficient use of standard technology
• Strong problem-solving skills
• Accurate recording of accounting transactions
• Acts as a resource to the client on day-to-day items
• Meeting overall budget and goals
• Demonstrates competencies in accordance with Career Development
• Team-oriented and solution-driven

Requirements

• Associate's or bachelor's degree in accounting required
• 7+ years of bookkeeping experience required, including experience managing staff
• Valid CPA (Certified Public Accountant) license preferred
• Advanced knowledge of general ledger accounting and principles
• Advanced knowledge of federal and state payroll laws
• Ability to communicate clearly in writing and verbally
• Ability to work on multiple projects and meet deadlines by setting priorities

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Employer-funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements)
• Group term life insurance
• Disability insurance
• Flexible spending accounts
• Flexible time off and paid leave program