Client Accounting Manager

About The RoleLooking to step out of traditional accounting compliance and take true ownership of a new growth initiative with a clear path to partnership?We are a progressive, value-centered public accounting firm launching an exciting new Accounting Services Group. Beginning with specialized Family Office Support and Business Management, this group is fully backed by firm ownership and built to scale into a major service line.We are seeking an entrepreneurial Accounting Manager to lead this practice area from the ground up. In this role, you will design month-end close procedures, build customized client reporting, select cloud-based software tools, and manage accounting for high-net-worth family groups, real estate entities, and trusts. Most importantly, this role is explicitly structured to lead directly to an ownership/partner opportunity as the practice expands.Key ResponsibilitiesPractice & Engagement Leadership: Develop and execute month-end close, reconciliation, and reporting frameworks for family office and business management clients.Tech Stack Innovation: Evaluate, recommend, and implement modern cloud accounting tools and software integrations to optimize service delivery.General Ledger Oversight: Maintain general ledgers, historical documentation, and financial schedules for diverse client entities, including complex real estate and trust structures.Client Advisory & KPIs: Support lead partners by presenting customized financial reporting sets, performance metrics, and actionable operational insights to clients.Continuous Improvement: Voice fresh ideas, streamline workflows, and ensure high ethical and professional standards across all client engagements.QualificationsExperience: 5+ years of progressive general accounting and financial reporting experience.Education & Credentials: Bachelor's degree in Accounting or Finance required; active CPA license preferred (or CPA candidate).Systems Expertise: Proficient in cloud-based accounting platforms (e.g., QuickBooks Online, Sage Intacct) and advanced Excel; experience with Power BI or Tableau is a plus.Technical Depth: Solid understanding of GAAP and business tax reporting requirements.Leadership Attributes: High integrity, collaborative mindset, strong organizational skills, and the drive to stretch your skill set toward a firm ownership track.Why Join Us?Direct Partnership Track: Fast-track your career with a role explicitly designed to transition into a firm partner/ownership position.Value-Centered Culture: Work in a highly collaborative, team-first environment that prioritizes ethics, confidentiality, and employee development.Entrepreneurial Impact: Have a real voice in shaping technology, service offerings, and operational processes without rigid bureaucracy.Diverse Client Portfolio: Work directly with sophisticated, high-net-worth clients, real estate groups, and growing businesses.Competitive Total Rewards: Excellent salary, performance bonus potential, full health coverage, 401(k) retirement plan with match, and firm-sponsored professional development.Benefits