Director of Accounting Services; Controller Stockton, CA

Senior Accounting Manager

Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. Set up, maintain, and optimize Quick Books Online files, including chart of accounts, classes, locations, and integrations. Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.

Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. Develop and monitor client-specific accounting policies, procedures, and internal controls. Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. Coordinate with tax and assurance teams to support year-end engagements and information requests.

Identify process improvement opportunities and implement technology and workflow enhancements for clients. Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.

Bachelor's degree in accounting, finance, or related field required. CPA license preferred but not required. Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. Prior experience in a CPA firm or client accounting services environment strongly preferred. Expert-level proficiency with Quick Books Online, including advanced features and third-party app integrations. Strong understanding of U.S. GAAP for small to mid-sized businesses.

Experience with non-profit organizations and various reporting requirements related to non-profits. Proven ability to manage multiple client relationships and competing priorities. Demonstrated leadership skills, including staff supervision, coaching, and delegation. High level of comfort working in cloud-based and paperless environments. Excellent communication and client service skills. Strong organizational skills, attention to detail, and ability to meet deadlines.