Summary/Objective

Reporting to the Director of Accounting, the Accounting Manager is responsible for reviewing the accounting work prepared by staff members including bank reconciliation, general ledger, balance sheet and income statements for a growing CPA firm specializing in financial planning for national clientele. The Accounting Manager also is responsible for supervising a team of accountants in their day-to-day work activities.

Essential Functions

1. Review accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department, reporting any discrepancies to the team member for correction

1. Review records of accounts and confirm entries into proper accounts

1. Document and ensure proper keeping of financial records, making use of current technologies

1. Manage department goals of their team

Responsibilities and Duties

1. Review monthly and quarterly accounting work including reconciliations of bank and credit card accounts; verify general ledger for accuracy

1. Review after the fact payroll summaries and journal entries

1. Review journal entries to reconcile balance sheet accounts to support documents

1. Oversee preparation of year end Forms 1096 & 1099

1. Client contact as needed to facilitate completion of financial statements

1. Responsible for a team of accountants, answer questions, give feedback and day-to-day managing of the team, ensuring timely delivery to our clients

1. Adhere to review timeliness guidelines

1. Provide weekly updates to the Accounting Director regarding overall team performance

1. Manage time-off requests for team according to the Associates' performance and business needs.

1. Perform monthly and quarterly financial statements including reconciliations of bank and credit card accounts; verify general ledger for accuracy

1. Record journal entries to reconcile balance sheet accounts to support documents

1. Preparation of year end Forms 1096 & 1099

1. Visit with client during annual consultation to develop accounting/client relationship

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

• Bachelor's degree from a regionally accredited institution preferred

• 10+ years of experience in accounting field required

• Multi-client CPA firm experience preferred

• Supervisory experience leading or managing teams preferred

• QuickBooks and Xero Software experience preferred

• Proficiency in both Microsoft Word and Excel

• Act as a team player and demonstrate a positive attitude

Travel

No travel is expected for this position.

Work Environment

This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required.

Position Type and Expected Hours of Work

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval. An in-office presence may be required for training. This is a primarily remote role, with an in-office presence once a month or as business need dictates. The ability to work remotely is allowed based on management's approval.

Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $90,000.00 - Maximum: $115,000.00 USD

Benefits

Heavily subsidized medical insurance options

Generous employer HSA contributions

100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health

Dental and Vision plans

Unlimited PTO

Organization-paid holidays, including an extended Winter Break

Safe Harbor 401k Plan

Employer-paid professional dues, licenses, and renewals

Continuing Education resources

Family Planning Assistance Program and Paid Parental Leave

Subsidized fitness programs