Accounting Manager - Outsource Accounting (CAAS)Location: Flexible / Hybrid
We9re seeking a Manager to join our Outsource Accounting practice. This role combines client leadership, technical review, team development, and operational oversight across a portfolio of closely held and middle-market clients.
If you enjoy building client relationships, developing people, improving processes, and helping businesses make sense of their financial information, we9d love to talk.
What You9ll Do- Manage a portfolio of outsourced accounting clients, ensuring high-quality, timely delivery of financial reporting and accounting services.
- Review financial statements, reconciliations, and supporting workpapers prepared by team members before delivery to clients and tax professionals.
- Serve as the primary day-to-day contact for business owners, controllers, bookkeepers, and other client stakeholders.
- Lead and coach accounting professionals across our U.S. and Mumbai delivery teams.
- Manage engagement budgets, realization, billing, workflow priorities, and capacity planning across your client portfolio.
- Identify opportunities to improve processes, automate routine work, and enhance the client experience.
- Collaborate with firm leadership to identify additional services and advisory opportunities that help clients grow.
Why This Role MattersThis role sits at the very center of our service delivery model.
You9ll have direct ownership of client relationships, significant influence over team development, and the opportunity to help shape how accounting services are delivered across a growing practice. You9ll work closely with firm leadership while developing the technical, operational, and client-facing skills that prepare high performers for future senior leadership opportunities.
What We9re Looking For- 5+ years of accounting experience, including experience reviewing the work of others.
- Public accounting, outsourced accounting, client accounting services, controllership, or related experience.
- Experience managing multiple clients, projects, or engagements simultaneously.
- Strong understanding of financial statement preparation, month-end close processes, account reconciliations, and accounting operations.
- Experience coaching, mentoring, or directing the work of team members.
- CPA or CMA preferred.
- Experience working with distributed or offshore teams is a plus.
Preferred Experience & Technical EnvironmentCandidates may have experience in areas such as:
- Client Accounting Services (CAS) or Client Accounting & Advisory Services (CAAS)
- Outsourced Accounting, Outsourced Finance, Virtual Controller, or fractional accounting environments
- Financial statement preparation, month-end close, and account reconciliation processes
- Compilation and outsourced accounting engagements
- QuickBooks Online, QuickBooks Desktop, Xero, Sage 50, and cloud-based accounting platforms
- 1099 reporting, sales tax, payroll tax, and related compliance activities
- Workflow management, process improvement, and accounting technology solutions
- Professional services firms, family-owned businesses, entrepreneurial companies, and middle-market organizations
What Sets You ApartYou enjoy helping clients solve problems and helping team members grow.
You9re comfortable balancing technical accounting responsibilities with client relationships, project management, and coaching others. You know how to ask thoughtful questions, communicate complex concepts clearly, and keep multiple priorities moving forward without losing sight of quality.
Most importantly, you9re looking for an environment where you can make a visible impact, continue developing your career, and contribute to the growth of a highly successful practice.
