Manager, Accounting

As a Manager
, you will own delivery across a portfolio of clients and lead the team delivery model that supports them. You will review and approve financial statements and workpaper packages, manage portfolio budgets and realization, guide team members day to day, and serve as the first point of contact for clients.

Responsibilities include:

• Own timely, accurate delivery across a portfolio of monthly, quarterly, and annual after-the-fact accounting engagements.
• Perform detailed review of trial balances, reconciliations, schedules, financial statements, and year-end tax preparer packages, approving work before release.
• Approve preparation and compilation engagements in accordance with firm standards, documentation requirements, and reporting guidance.
• Scope, price and oversee cleanup, catch-up, and multi-period reconstruction engagements.
• Manage portfolio budgets, billing, realization, margin, and compliance calendars across a high-volume book of business.
• Serve as the first-line client relationship owner, setting expectations for scope, timing and fees and leading to recovery when issues arise.
• Take on advisory service opportunities that support clients’ broader business needs, including strategic planning, cash flow forecasting, and financial planning and analysis.
• Allocate work and manage capacity across the onshore and Mumbai teams, maintaining consistent workpaper, review and handoff standards.
• Supervise and coach 4–8 team members day to day, including the Mumbai Deputy Manager, and provide documented performance input to the Senior Manager.
• Use review points, feedback, training and process improvements to improve first-pass quality, reduce rework, and develop team capability.
• Resolve portfolio accounting questions and escape only novel or high-risk matters.
• Participate in networking, referral conversations, proposal development, and firm industry-segment activities.
• Identify clients ready to migrate into Managed Accounting Services and connect clients with additional firm specialists when needs arise.

The ideal candidate is a confident reviewer and client advisor who can manage competing priorities, coach a distributed team, and communicate accounting outcomes clearly to business owners and their advisors. Additionally, this candidate will have:

• Bachelor’s degree in accounting or finance; required.
• 5-8 years of accounting experience, including at least 2 years in a review capacity and at least 1 year directing and coaching the work of others; required.
• CPA or CMA; preferred.
• Experience managing a high-volume portfolio of outsourced accounting, compilation or after the fact clients; preferred.
• Experience with financial statement preparation or compilation engagements and related documentation and reporting requirements; required.
• Experience working with or supervising an offshore or distributed delivery team; preferred.
• Advanced Excel skills, including reconstructing ledgers from unstructured client data and building reusable schedules.
• Administrator-level proficiency in Quick Books Online and Quick Books Desktop, plus working proficiency in Xero, Sage 50, or another client-side accounting platform.
• Strong project management, review, coaching, and relationship-building skills.
• Ability to work effectively across time zones and cultures in a fully paperless environment.
• Availability for additional hours during close, cleanup engagements and tax-season peaks, with occasional travel to client or firm locations.

This is an opportunity to lead meaningful client work while developing people and improving a collaborative delivery model across locations. Success in this role is measured by portfolio quality and timeliness, budget and realization performance, effective review and coaching, strong client retention, seamless teamwork in serving clients, and thoughtful identification of growth opportunities.

This is a desk-based, remote-capable role. The successful candidate must be able to perform the essential functions of the position with or without reasonable accommodation, including extended computer use, frequent telephone and video communication, occasional lifting of up to fifteen pounds, and occasional travel.