Accounting & Advisory Manager

Manager, Client Accounting & Advisory Services

Salary: $110,000 - $150,000 per year.

Location:

Orange County, CA. Job type:
Full‑time.

• Client Service:
  Manage full‑cycle client engagements, facilitate discovery meetings, produce accurate financial statements and analysis, evaluate and leverage client‑facing accounting technologies, partner with senior leadership on technical accounting issues.
• Business Development:
  Identify new opportunities within existing client relationships, design and scope client solutions, 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.
• Five or more years of relevant experience, with at least two years in a supervisory role.
• CPA preferred; consultative or advisory background is 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.

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.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.