Client Accounting & Advisory Services Manager

Position: Client Accounting & Advisory Services Manager,
WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

As part of the Elliott Davis team, you will gain hands-on experience working alongside leading experts in the financial and consulting fields, with the autonomy to shape your career while making a positive global impact.

Our Client Accounting and Advisory Services (CAAS) team partners with customers to create opportunities for the future by providing outsourced accounting, controllership, and CFO-level advisory services that empower decision-making through rigorous analysis of financial and operational data.

The CAAS Manager serves as the lead accounting and operational advisory for manufacturing and distribution customers, with a strong emphasis on Net Suite - powered environments. This role combines controllership, accounting operations, inventory and cost accounting oversight, process improvement, and Net Suite optimization to help customers improve financial visibility and operational efficiency. The ideal candidate has experience with accounting operations, financial reporting, customer relationship management, and business process improvement, with familiarity in inventory and cost accounting concepts.

Excellent leadership, analytical thinking, follow-through, and communication skills are critical for success in this role.

Responsibilities Customer Relationship and Engagement Management
· Lead recurring accounting and advisory engagements for manufacturing and distribution customers, including oversight of engagement teams, scope, timelines, risks, and deliverable quality, while escalating complex scoping, pricing, proposal, or growth-related matters to engagement leaders.
· Serve as a key point of contact for day-to-day accounting, finance, operational, and advisory matters, while developing strong relationships with customer leadership, firm contacts, and CAAS engagement teams.
· Serve as a trusted advisor on Net Suite accounting operations, reporting structures, workflows, system configuration, and process optimization
· Maintain a practical understanding of each customer’s operations, inventory flows, cost structure, strategic objectives, and engagement economics to provide relevant recommendations and business insights.
· Partner with customers to maximize Net Suite functionality across financial reporting, inventory, purchasing, costing and operational processes.
· Identify opportunities to improve reporting, automation, dashboards, and workflows within Net Suite.
· Lead internal and external meetings, communicate engagement progress, escalate issues appropriately, and support invoicing and communication with engagement leaders.
· Use technology, AI, automation tools, and data analytics to improve service delivery, reporting, documentation, and customer outcomes.
· Identify customer needs, process gaps, and potential service opportunities during engagement delivery, and support engagement leaders with operational context and effort estimates when evaluating next steps.

Inventory and Cost Accounting Support
· Advise customers on inventory accounting processes, inventory controls, and cost accounting considerations for manufacturing and distribution businesses.
· Review and analyze inventory reconciliations and roll forwards, reserves, cycle count results, physical inventory procedures,…