Description & Requirements The Outsourced Accounting Services team is a trusted partner for organizations facing complex financial demands. Focused on flexibility, scalability, and cost-efficiency, we deliver tailored technical accounting and reporting solutions that evolve with your business. Whether supporting complex transactions, adopting new standards, or enhancing reporting processes, Forvis Mazars brings deep expertise and a proactive mindset-offering both compliance support and strategic insights for long-term success
What You Will Do:
- Proactively develop, maintain, and deepen trusted relationships with clients by understanding their business needs, providing strategic insights, and delivering exceptional service.
- Manage end-to-end outsourced accounting service engagements, including evaluating client accounting systems, overseeing implementation of new technologies, and ensuring seamless integration with business operations.
- Identify inefficiencies and areas for enhancement within client accounting processes. Provide actionable recommendations and lead the implementation of best practices to improve accuracy, efficiency, and compliance.
- Oversee the complete accounting cycle for clients, including monthly, quarterly, and annual close processes. Ensure timely and accurate financial reporting in accordance with applicable standards.
- Conduct thorough reviews of financial workpapers and reports prepared by both internal team members and external partners to ensure quality, consistency, and compliance with firm and regulatory standards.
- Lead initiatives to research, evaluate, and implement new technologies and tools that enhance service delivery, streamline workflows, and create value for both the firm and its clients.
- Collaborate with leadership in preparing proposals and presentations for prospective clients, contributing to the firm's growth strategy and showcasing service capabilities.
- Represent the firm at professional events, networking functions, and industry forums to build brand awareness, foster relationships, and identify new business opportunities.
- Provide guidance, coaching, and performance feedback to team members. Support their professional growth through training, mentorship, and leadership development initiatives.
Minimum Qualifications: - Bachelor's Degree in Accounting, Finance, or a related business field
- 5+ years of relevant experience in public accounting and/or organizational accounting operations, including accounting system workflows, financial statement preparation, and supervision of accounting, payroll, and sales tax functions
- Proficiency in Microsoft Office Suite
Preferred Qualifications: - QuickBooks ProAdvisor designation
- Current and valid CPA (Certified Public Accountant) license
- Prior experience with CaseWare, Fixed Assets CS, and Bill.com
- Experience working with QuickBooks, QuickBooks Online, Intacct, or similar general ledger software package
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