Accounting Manager

Job Description

Location: San Diego, CA (remote)

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Employment Type: Full-Time

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Industry: Public Accounting / Client Accounting Services

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A growing and well-established accounting firm in Southern California is looking to add an Accounting Services Manager to its team. This is a newly created leadership opportunity for an accounting professional who enjoys building teams, improving processes, and working closely with clients.

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The Accounting Services Manager will lead the firm's accounting services function, overseeing a team responsible for delivering bookkeeping and financial reporting services to a diverse group of clients. This person will have a significant role in developing the team, establishing scalable processes, and improving overall efficiency and client service.

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Responsibilities

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• Lead, develop, and retain the accounting services team, including recruiting, onboarding, training, mentoring, and performance management.
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• Manage team workflow, capacity, and production schedules to ensure client work is completed accurately and on time.
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• Oversee bookkeeping and financial statement preparation for multiple clients.
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• Review financial reporting and identify errors, inconsistencies, and opportunities for improvement.
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• Develop and document accounting processes and SOPs to create a scalable and consistent workflow.
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• Improve workflow, review procedures, turnaround times, and overall team efficiency.
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• Manage multiple client engagements and competing deadlines.
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• Assist with scoping engagements, pricing, and setting client expectations.
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• Monitor budgets, engagement profitability, production timelines, and team capacity.
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• Prepare and manage work-in-progress reporting and provide updates to leadership.
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• Work directly with clients and internal leadership to address accounting needs and resolve issues.
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• Identify opportunities to expand services and support new business opportunities.
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• Track team performance and key operational metrics.
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• Help foster a positive, collaborative, and accountable team environment.
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Qualifications

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• Bachelor's degree in Accounting or a related field, or equivalent relevant experience.
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• 7+ years of accounting experience.
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• 2+ years of experience managing or building an accounting team.
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• Strong knowledge of bookkeeping and financial statement workflows.
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• Experience working with multiple clients and deliverables simultaneously.
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• Experience developing and documenting accounting processes and SOPs.
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• Strong understanding of financial reporting and accounting operations.
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• Experience improving processes and increasing efficiency.
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• Experience with engagement budgets, profitability, capacity planning, or production management.
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• Strong client communication and relationship management skills.
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• Proficiency with QuickBooks Online and Microsoft Office, particularly Excel.
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• Strong organizational, analytical, and problem-solving skills.
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• Ability to work independently, make decisions, and take ownership of responsibilities.
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CPA or equivalent designation is strongly preferred.

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Ideal Background

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The ideal candidate will come from a public accounting, client accounting services, outsourced accounting, or similar multi-client environment and have experience managing an accounting team. We're looking for someone who is comfortable being both a people leader and a technical accounting resource.

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This is a great opportunity for someone who wants to take ownership of an accounting services function and have a direct impact on the growth and development of the team.