Overview In this role you will lead client accounting engagements for a regional CPA firm, guiding teams to deliver bookkeeping, KPI reporting and financial analysis. You will own client communications, budgets and timelines, and drive business development while mentoring staff. The position offers hybrid scheduling, strong benefits, and pathways to fast-tracked career progression. You will use your accounting expertise to support diverse clients and deliver accurate, timely financial insights.
Compensation / Benefits- hybrid schedule
- competitive benefits
- large potential bonuses
- 5% employer 401(k) contribution
- career progression opportunities
Responsibilities- Oversee engagement teams on multiple engagements to ensure adherence to scope
- Maintain client financial records (bank, vendor, payroll)
- Prepare monthly/period-end packages under US GAAP or IFRS or cash basis
- Assist with budgets, forecasts, projections
- Build/analyze dashboards or KPI metrics for clients
- Ensure timely client communications and adherence to timelines
- Manage budgets and minimize overruns; manage invoices and AR
- Conduct team training and participate in business development
- Travel to other firm locations or networking events as needed
Key requirements- 7-10 years in accounting, with recent time as account manager or equivalent
- Strong understanding of double-entry accounting and US GAAP; basic taxation knowledge
- Bachelor in Accounting or related field
- Fluent business English communication
- Ability to travel to client or other office locations
- Proficient Excel; knowledge of at least one accounting software (e.g., QuickBooks Online)
- Self-starter with teamwork and independent work capability
- Occasional overtime
- Knowledge of additional accounting software a plus (Xero, Intacct, NetSuite, Concur)
- CPA license or equivalent preferred
- strong communication skills
- team leadership and mentoring
- business development aptitude
- US GAAP and IFRS knowledge
- double-entry accounting
- budgeting and forecasting
