Client Accounting Services Manager

CAS Manager

As an Accounting Manager at HLB Gross Collins, you will play a crucial role in overseeing the day-to-day accounting operations and ensuring accuracy and compliance with regulatory standards. The ideal candidate will possess strong leadership skills, extensive knowledge of accounting principles, and a commitment to delivering high-quality service to our clients.

Essential Functions

• Manage, mentor, and supervise Client Accounting Services team members to ensure high-quality client service and operational efficiency.
• Complete and manage the month-end and year-end close processes, including bookkeeping processes, reconciliations, accruals, adjustments and financial statement preparation for dedicated clients.
• Review monthly bookkeeping & financial statements from team members and coach them for learning and development
• Coordinate and collaborate with other departments, including tax and audit, to facilitate timely and accurate reporting.
• Provide fractional CFO/Controller services as needed
• Monthly and/or Quarterly financial advisory meetings with clients
• Assist in the preparation of budgets, forecasts, and financial analysis to support strategic decision-making.
• Support senior management in special projects and initiatives as needed.
• Comfortable using and learning software applications for client needs
• Participate in industry segment meetings and marketing
• Mentor and implement training for CAS Team
• Monthly meeting with direct reports to review billable budget vs. actual, realization and goals

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field required; CPA preferred.
• 5-7 years of progressive experience in accounting, with at least 2 years in a supervisory role.
• Strong understanding of accounting principles, practices, and regulations.
• Proficiency in accounting software and Microsoft Excel; experience with QuickBooks Online preferred.
• Excellent leadership and interpersonal skills, with the ability to effectively manage and motivate a team.
• Detail-oriented with strong analytical and problem-solving abilities.
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Excellent communication skills, both verbal and written.
• Commitment to maintaining confidentiality and integrity in handling sensitive financial information.
• Ability to adapt to change and willingness to embrace new technologies and methodologies.