Senior Accounting Manager

About Us

We are a growing, full-service firm providing accounting, tax, and advisory services to individual and business clients. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.

The Job

The Senior Accounting Manager provides firm-wide leadership for client accounting delivery, team development, and process optimization, while ensuring exceptional client experience and compliance. This role is intended for a proven accounting leader with a strong track record of managing teams, driving efficiency, and elevating service quality in a growing CAS practice.

What do we need you to do?

• Oversee and assist with monthly client accounting file closures, ensuring accuracy and timeliness.
• Directly manage the internal accounting and bookkeeping team, including workload assignment, prioritization, staffing schedules, and deliverable timelines.
• Handle Performance Evaluations of the accounting team members. Monitor and measure performance metrics of accounting staff for efficiency and accuracy.
• Review and approve client financial statements prior to delivery, maintaining firm standards and quality control.
• Lead the onboarding and implementation of new CAS clients, including complex integrations, clean-ups, conversions, and advisory consultations.
• Implement software changes or improved workflows as necessary.
• Maintain strong client relationships through proactive communication, problem-solving, and professional client interactions that build trust and long-term partnerships.
• Lead staff training, professional development, workflow improvement meetings, and ongoing education for accounting personnel.
• Document processes and responsibilities for standard operating procedures.
• Have familiarity with the current suite of software products including QuickBooks Desktop, Xero, QuickBooks Online software, Microsoft Teams, SharePoint, Outlook.

• Software - Certified QBO ProAdvisor + real-world experience working in QuickBooks Online is preferred.
• Adept at troubleshooting and optimizing its use for client accounts.
• At least 5 years of accounting and bookkeeping work experience with small businesses (under $20 million in annual revenue) in the United States.
• Must have a minimum of 3 year of leadership experience.
• Must have a minimum of 2 year of project management experience in which you were responsible for prioritizing client expectations and assigning work to supporting staff.

• 401(k) match
• 100% Company-Paid health, dental, vision insurance
• Flexible schedule
• Life Insurance
• Generous PTO
• Relocation assistance