Our client a well-established wealth management firm with a robust in-house tax practice stemming from a large CPA firm acquisition is seeking an Accounting Manager to join their professional team. This position is ideal for a seasoned accounting professional who thrives in a hands-on production-focused environment and enjoys managing a complex client workload with precision and autonomy.
Oversee accounting operations for 1020 complex client engagements including financial statement preparation month-end and year-end close processes and general ledger maintenance.
Review bookkeeping reconciliations and adjusting journal entries completed by staff.
Serve as the main point of contact for assigned clients ensuring timely and accurate communication regarding financial performance and accounting matters.
Prepare and review detailed financial reports and work closely with internal tax teams to ensure seamless integration of accounting and tax services.
Maintain compliance with accounting standards and internal control procedures.
Utilize QuickBooks and other accounting software to manage client records and produce reports efficiently.
Contribute to process improvements and mentor junior accounting staff as needed.
Minimum 5 years of total professional accounting experience including 34 years in a bookkeeping or client accounting role.
Strong understanding of financial statement preparation reconciliations and client advisory work.
Excellent organizational and communication skills with the ability to manage multiple clients simultaneously.
Proficiency in QuickBooks and Microsoft Excel.
Must be able to work full-time in the office.
Competitive compensation
Comprehensive benefits package and Paid Time Off (PTO).
A team-oriented environment that values deep tax expertise autonomy and professional growth.
If youre a dedicated accounting professional who enjoys diving deep into client work managing complex engagements and contributing to a high-performing team this is the opportunity for you. Apply today to join a firm that appreciates your expertise focus and commitment to excellence.
Required Skills:
Active CPA license required. 5 years of progressive public accounting experience including leadership responsibilities. Strong leadership communication and interpersonal skills. Proven ability to manage multiple priorities and deadlines effectively. Commitment to exceptional client service and team development.
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