Manager, Accounting & Advisory

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Management Long Beach, Long Beach, CA, US

30+ days ago Requisition

Salary Range: $ To $ Annually

Boos & Associates is recognized for the 8th consecutive year as one of the Fastest Growing Companies in the Central San Joaquin Valley.

Join our growing Client Accounting & Advisory Solutions (CAAS) team as a Manager, where you’ll play a key leadership role in delivering high‑quality accounting and financial support and strategic insights to our clients. In this position, you will oversee full‑cycle accounting operations, serve as the primary point of contact for business owners and stakeholders, and guide a team of junior accountants through training, development, and performance excellence.

We’re seeking a solutions‑oriented accounting professional who thrives in a collaborative environment, excels in client service, and is passionate about optimizing processes and delivering consistent, accurate financial results.

Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the Manager will be responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, providing business insights and developing the what’s next for the client.

If you're ready to serve clients, grow professionally, help expand our firm, and lead others, consider applying.

• Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function; produces accurate financial statements, and provides financial analysis
• Understands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs, and knows how the system performs those functions; learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagement
• Facilitates effective discovery meetings with clients; is inquisitive by nature; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure
• Accurately determines the cost of building a client solution; calculates the benefit to a client in dollar terms of the solution, using the pricing process; and can effectively communicate the real value of the engagement
• Works with Senior Managers and Directors to learn to formulate recommendations to client leadership on technical accounting issues; educates clients on how their finance and accounting needs will change as their business evolves; helps clients identify areas of opportunity and future business needs.
• Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes
• Learns to support the client through business changes and helps to develop and execute the change management plan; handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function
• Gathers information necessary from the client and organizes this information so it is easily accessible for the team and the client as applicable and creates, develops and maintains strong business relationships with clients, both internal and external

• Learns business development strategies and service offerings targeted for various industries and ensures prospect and sales information is entered into CRM as appropriate
• Recommends and designs solutions for clients
• Evaluates clients for acceptance and develops…