Accounting & Advisory Manager

Manager, Client Accounting & Advisory Services

Join our growing advisory team as a Manager, playing a key leadership role in delivering high-quality accounting support and strategic financial insights to clients. You'll oversee full-cycle accounting operations, serve as the primary client contact, and guide junior accountants through development and performance excellence.

• Client Service
  • Manage full-cycle client engagements with technical expertise across finance and accounting
  • Facilitate discovery meetings, assess client needs, and build accounting solutions
  • Produce accurate financial statements and financial analysis
  • Evaluate and leverage client-facing accounting technologies
  • Partner with senior leadership to develop recommendations on technical accounting issues
• Business Development
  • Identify new opportunities within existing client relationships
  • Design and scope client solutions; develop statements of work
  • Participate in networking events and industry groups
  • Articulate advisory service offerings to prospects and contacts
• Team Development
  • Supervise, review, and provide feedback on work produced by junior staff
  • Support recruiting and onboarding of entry‑level team members
  • Foster accountability and a culture open to change
• Project Management
  • Manage engagement billing, collections, and key financial metrics
  • Oversee client satisfaction and engagement performance

• Bachelor's degree in Accounting, Finance, Business, or Economics
• 5+ years of relevant experience; 2+ years in a supervisory role
• CPA preferred; consultative or advisory background a plus
• Proficiency in Excel, accounting software (e.g., cloud-based platforms), and BI/data visualization tools
• Strong communication, relationship management, and project management skills

$110,000 - $150,000 per year

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

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