Accounting Manager

10 Things Our Most Successful Clients Do Differently

Modern

CPAs® is a boutique firm based in Newport Beach, California, delivering fully integrated accounting, tax, wealth strategy, and advisory services. We work exclusively with service-based small business owners, entrepreneurs, plastic surgeons, construction companies and women-owned businesses who want a one-stop solution for strategic tax planning, tax preparation, bookkeeping, and business advisory. Unlike traditional firms, we build deep, intentional relationships with a select group of clients to deliver an exceptional, personalized experience.

Our role goes beyond compliance — we are tax and wealth strategists, helping clients reduce tax burdens, grow their businesses, and create long-term financial success. By leveraging technology and building deep client relationships, we reduce stress for business owners so they can focus on what they do best.

We are a collaborative, tech-savvy, and fun team that values flexibility, innovation, and culture. Each year, our fully remote team connects in person at our annual retreat, strengthening the relationships that make us different from traditional firms.

We are seeking an Accounting Manager to join our U.S.

-based team. This role is critical in managing our accounting workflows and reviewing deliverables. You will be the first line of review for monthly bookkeeping, ensuring accuracy, providing constructive feedback, and helping to maintain high-quality client deliverables. You will also play an active role in client-facing work — leading Zoom meetings, presenting financial results, providing analysis, and helping clients understand their numbers in a way that drives better business decisions.

If this sounds like a match, please apply, and include your most recent resume. We look forward to hearing from you!

• Review monthly bookkeeping work prepared by our offshore team (India) in Quick Books Online (QBO).
• Ensure financials are accurate, reconciliations are complete, and deliverables align with client expectations.
• Provide feedback and mentorship to the offshore team to strengthen accounting quality and consistency.
• Assist in creating and implementation of best practices to standardize accounting processes and procedures.

• Manage accounting workflow in Keeper, ensuring deadlines are met (10th, 20th, and 30th cycles).
• Client Onboarding - Payroll, property tax and sales tax processing experience.
• Accounting clean-ups
• Oversee workload between U.S. and offshore teams to ensure timely, accurate delivery.

• Build relationships and interact with clients to provide excellent training, consulting, and expertise.
• Lead client meetings over Zoom to present financials, explain analysis, and guide decision-making.
• Collaborate with clients on cash flow, financial statements, and business insights.
• Ensure a high-quality client experience with proactive communication and recommendations.

• Assist with first-level review of individual and business returns (1040s, 1120, 1120-S, 1065).
• Support occasional tax preparation work during peak season.

• Bachelor’s degree in accounting, Finance, or related field.
• CPA license (not required).
• 5-7 years minimum of public accounting experience in accounting-specific role.
• Experience with and ability to pivot seamlessly between multiple clients in different industries — a core public accounting skillset.
• Experience working with small business owners.
• Strong working knowledge of Quick Books® Online (QBO) and Quick Books Desktop.
• Proven knowledge of bookkeeping and accounting principles, practices, standards, laws and regulations.
• Advanced Excel skills (pivot tables, lookups, data analysis).
• Comfortable presenting to clients and explaining financial data in a clear, confident manner.
• Experience mentoring or guiding staff, even without direct people management responsibilities.
• High attention to detail and accuracy.
• Good at meeting deadlines and solving problems.
• Experience with Keeper or similar workflow/project management software.
• Experience in tax preparation/review (individual + business returns).
• Familiarity with our tech stack:
  Thomson Reuters Practice
  
  CS, Ultra Tax, Fixed Assets, Asana, Microsoft Teams, Zoom.

• Remote or Hybrid
• Monday to Friday — Core hours are 10-4 pm (PST)
• Ability to work up to 50 hours during tax deadlines