Overview In this role you will lead client accounting engagements, delivering full-charge bookkeeping, KPI reporting, and financial analysis for diverse clients. You'll supervise and train junior staff, manage engagement timelines and budgets, and drive business development efforts. The position sits within a well-established regional CPA firm that emphasizes work-life balance, strong benefits, and fast career progression. You will work closely with clients and cross-functional teams to ensure accurate, timely financial deliverables and meaningful insights. This is a growth-focused role where you shape client outcomes and contribute to the firm's ongoing success.
Compensation / Benefits- excellent benefits
- bonus potential
- 5% employer 401K contribution
- hybrid schedule
- large potential bonuses
- choice of clients across diverse industries
Responsibilities- Oversee engagement teams across multiple client engagements to ensure scope adherence
- Maintain client financial records and prepare period-end packages under US GAAP/IFRS or cash basis
- Assist clients with budgets, forecasts, and projections
- Build, prepare, and analyze KPI dashboards for clients
- Ensure timely client communications and adherence to timelines
- Manage budgets and minimize overruns; monitor accounts receivable
- Invoice clients monthly and supervise training and development of staff
- Perform team training and business development activities, including travel for firm events
Key requirements- 7-10 years of accounting experience with recent time as an account manager or equivalent in industry finance or public accounting
- Strong understanding of double-entry accounting; thorough accounting task execution
- Working knowledge of US GAAP; basic taxation knowledge across individuals, corporations, and related taxes
- Bachelor's degree in accounting or related field
- Strong English communication skills; ability to travel as needed
- Proficiency in Excel and at least one accounting software (e.g., QuickBooks Online)
- Self-starter with team and independent work capability
- Occasional overtime as required
- communication with business stakeholders
- team leadership and training
- business development mindset
- QuickBooks Online
- Excel
- Xero
