Accounting Manager

Accounting Manager – San Rafael, CA

Elite Sourcing is working with a well-established San Rafael CPA firm with more than 35 years of experience providing accounting, tax, advisory, and consulting services to high-net-worth individuals, families, privately held businesses, and other clients throughout the San Francisco Bay Area. We are seeking an experienced Accounting Manager to lead the firm's Financial Oversight team.

• Lead and manage the Financial Oversight team and its day-to-day workflow
• Oversee associates responsible for monthly accounting and financial reporting for assigned clients
• Assign and monitor recurring monthly, quarterly, and annual client responsibilities
• Review month-end financial statements, account reconciliations, cash-flow reports, budgets, and other client deliverables
• Review team members' work for accuracy, completeness, and consistency
• Coach, mentor, and develop accounting staff while providing technical guidance and best practices
• Manage multiple client engagements while monitoring deadlines, time entries, engagement budgets, and client billing
• Identify accounting issues, process improvements, and opportunities to provide additional advisory services
• Help develop efficient and scalable accounting processes and maintain strong quality control standards
• Coordinate closely with the firm's tax professionals to support tax planning and compliance
• Provide technical accounting guidance to associates as client questions and issues arise
• Conduct introductory calls with prospective clients and evaluate their accounting and advisory needs
• Determine appropriate scopes of service, prepare fee proposals, and oversee new-client onboarding
• Support business-development initiatives and identify opportunities to expand services with existing clients

• Bachelor's degree in Accounting, Finance, or a related field
• 6+ years of progressive accounting experience
• Previous experience supervising, reviewing, or managing accounting staff
• Strong knowledge of financial statements, general ledger accounting, account reconciliations, and month-end close
• Experience with budgeting, cash-flow reporting, and financial analysis Pay/Benefits:
  • Pay: $120K-$140K plus Annual Bonus
  • Monday–Thursday in office;
    Friday work-from-home
  • Medical, Dental & Vision Insurance
  • 401(k) with Employer Match
  • Profit Sharing
  • 3 Weeks PTO + Paid Holidays
  • Direct interaction with firm leadership