Position Overview

The Accounting Advisory Consultant provides advanced accounting and financial advisory services to clients while working under the strategic oversight of a principal. This role applies a strong command of U.S. GAAP and professional judgment to analyze, interpret, and advise on complex accounting matters, financial reporting, and accounting systems.

The Consultant independently determines appropriate accounting treatments, prepares and analyzes financial statements and management reports, and serves as a trusted advisor to clients on financial, operational, and system-related matters.

This position requires frequent client interaction, the exercise of significant discretion and independent judgment, and contributes to client service delivery, staff development, and firm initiatives. The Consultant may participate in performance reviews, workflow oversight, and staff coaching. This individual will work on the Construction & Real Estate Industry team.

FLSA Status: Exempt

Requirements

Required Experience and Education

Construction and/or Real Estate experience is desired. Master's degree in accounting or finance, or a bachelor's degree with the 150-hour requirement to sit for the CPA exam.

Preferred Experience and Certifications

• Construction accounting experience
• Experience with Foundation or Trimble accounting software
• Certified Public Accountant (CPA)
• Certified Construction Industry Financial Professional (CCIFP)
• 4-6+ years of public accounting experience

Major Advisory, Technical, and Client Responsibilities

• Serves as a primary day-to-day contact for assigned clients while aligning with a Principal on overall engagement strategy and client objectives
• Independently evaluates and determines appropriate accounting treatments in accordance with GAAP, consulting with Principals on highly complex or unusual matters as appropriate
• Understands clients' needs and is proactive in proposing solutions
• Analyzes financial results and provides advisory recommendations related to business performance, internal controls, and financial processes
• Prepares and presents management reporting packages, KPIs, and financial insights to client stakeholders
• Advises clients on accounting process improvements and best practices
• Performs professional duties, including any of the following: complex professional write-up work, audit support work, direct client consulting, and other special projects
• Manages client back-office accounting / month-end close
• Maintain a job schedule and post percentage of completion adjustments
• Use technology to continually learn, share knowledge with team members, and enhance service delivery
• Acts as an accounting and systems advisor for ERP platforms, supporting clients through implementation, optimization, and ongoing system use
• Translates accounting and operational requirements into system configuration guidance
• Works closely with principals, managers and staff to integrate practice development skills into a team approach to client service and new business development
• Maintains strong client service relationships and cross-sells services, as appropriate
• Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
• Demonstrates advanced technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skills
• Increasingly builds a knowledge base on the firm's industry lines and service offerings
• Promotes the ideas, values, mission, and vision of the firm and supports the one-firm concept
• Proactively seeks knowledge, new tasks, and responsibilities
• Maintains substantial client contact for effective client service
• Ensures delivery goals are met by the department through process management and inter-departmental communication
• May supervise a team for day-to-day management of scheduling, training, and procedures
• Research reference materials involving bookkeeping, payroll, and tax questions
• Performs other duties as assigned

Desired Skills, Abilities, and Characteristics

• Ability to maintain confidentiality of firm and client information
• Effectively communicate through oral and written means
• Client-service oriented
• Ability to perform several tasks concurrently with ease and professionalism
• Excellent organizational skills
• Ability to use office equipment, including a computer, copier, printer, and fax machine
• Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients
• Ability to work well with others
• Maintains a positive/can-do attitude

Work Environment

Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. - 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid time off, a comprehensive benefit package, a competitive pay structure, and a culture of growth, clarity, and respect.