Accounting Manager Job in San Rafael, CA

Accounting Manager

We are looking for an experienced Accounting Manager to oversee client accounting engagements and guide a high-performing team. This position combines people leadership, financial review, and client relationship management to ensure accurate reporting, timely delivery, and consistent service quality. The role also partners closely with tax specialists and supports new business activity through client discovery, proposal development, and onboarding.

Responsibilities:

• Direct daily operations for the accounting team, setting priorities and ensuring work is completed efficiently across multiple client engagements.
• Supervise recurring client deliverables on monthly, quarterly, and annual cycles, while balancing deadlines, budgets, and service expectations.
• Examine financial statements, reconciliations, cash flow analyses, budgets, and related reports to confirm accuracy and completeness before delivery.
• Provide coaching, feedback, and technical direction to staff members to strengthen performance and support career growth.
• Track engagement progress, review time usage, and oversee billing activity to maintain financial discipline and operational visibility.
• Develop and reinforce standardized procedures and quality controls that support scalable, dependable accounting services.
• Identify accounting concerns, recommend process enhancements, and recognize opportunities to expand advisory support for clients.
• Collaborate with tax colleagues to align accounting output with tax planning and compliance needs.
• Lead discussions with prospective clients, assess service needs, prepare pricing proposals, and coordinate a smooth onboarding process.