8 years of experience in public accounting or related field
6 years of supervisory experience
Active CPA or equivalent certification preferred
Significant experience with cloud-based accounting systems and remote collaboration tools
Proficient in Microsoft Excel and other Office applications, including CoPilot
Demonstrated ability to apply AI tools for efficiency across engagements
Responsibilities
Oversee engagement teams and manage all aspects of client engagements
Serve as a trusted advisor to clients, reviewing financial statements and budgets
Develop a deep understanding of client operations to provide tailored solutions
Demonstrate urgency and accountability in delivering client projects
Manage client billing and monitor job progress for budget adherence
Lead new client development and identify cross-selling opportunities
Proactively address client financial or operational challenges
Benefits
Hybrid work environment
Support for training and career development
Opportunity for involvement in special projects
Collaborative team culture
Flexible working arrangements as needed
Full Job Description
Job Description
#LI-JF1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Oversee engagement teams and manage all aspects of client engagements, ensuring exceptional service delivery to assigned clients
Serve as a trusted advisor to clients; supervise and review monthly closes and all deliverables, including financial statements, annual budgets, and audit preparations
Develop a deep understanding of each client's operations, systems, procedures, and internal controls to deliver tailored solutions and insightful guidance
Demonstrate a strong sense of urgency, accountability, and commitment to quality in the completion of all client deliverables within deadlines
Take ownership of client billing upon becoming familiar with engagement scope and budgeted hours; monitor job progress and analyze overruns, present recommendations for additional billing to the Managing Director
Set the example for new client development, networking internally and externally, contributing to presentations and proposals, and identifying cross-selling opportunities.
Actively cultivate all sales leads and convert prospects to new clients, ushering them through the onboarding process
Proactively identify and address financial or operational challenges for clients, offering practical recommendations and solutions
Assist with the selection, implementation, and integration of accounting software and complementary third-party systems (e.g., payroll, POS, time & billing) as needed
Foster a collaborative, high-performance team environment, supporting management initiatives and promoting a positive organizational culture
Train and supervise senior and staff accountants, ensuring objectives are accomplished efficiently and effectively; provide hands-on support as required
Execute other responsibilities and special projects as assigned
Preferred Qualifications
Master's degree in accounting, taxation or related field
Active CPA or equivalent certification
Significant experience with cloud-based accounting and business systems (e.g., QBO, Sage Intacct, NetSuite, Yardi, BILL, Ramp, Gusto, Avalara), including remote collaboration tools
Advanced proficiency in Microsoft Excel and other Microsoft Office applications, including CoPilot.
Demonstrated ability and willingness to apply AI tools to maximize efficiency across engagements, where applicable
Qualifications
Minimum Qualifications
Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs
