Manager - Managed Services

Position Summary

The Accounting Manager is responsible for all areas relating to maintaining the general ledger for firm clients. This position will be responsible for developing and maintaining accounting principles, practices, and procedures to ensure accurate and timely financial reporting. The Accounting Manager works with the team to ensure that the general ledger is current and accurate in all respects. This position addresses tight deadlines and a multitude of accounting activities, including general ledger preparation, financial reporting, year-end client tax and audit projects, and the support of budget and forecast activities. The Accounting Manager will have contact with clients and client contacts, including the client’s tax accountant and other professional service providers.

Essential Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Participate in client onboardings to ensure transaction and accounting alignment while developing a process to address individual client needs.
• Lead internal and external meetings with a professional and polished approach.
• Conduct or review bank and other balance sheet account reconciliations.
• Conduct or review payroll reconciliations.
• Review and approve account classifications.
• Perform daily tasks to facilitate ongoing client operations.
• Ensure the completeness and accuracy of the General Ledger (G/L) by reviewing for any missing transactions.
• Supervise and review weekly “Open Items” and “To-Be-Coded” lists, overseen by the Controller.
• Prepare initial/draft Management Reporting Package for multiple clients each month, subject to review/completion by the Controller.
• Collaborate with team to enhance efficiency and maintain quality standards.
• Coordinate process and technology to comprehensively solve client tax issues including all state, local and federal income and non-income-based taxes.
• Engage in prospect networking activities at various business, association, and other functions.
• Meet or exceed utilization targets. Consistently meet engagement budgets and proactively address areas where greater efficiency is needed.
• Proactively look for opportunities to sell other services within the firm to help solve client problems with a tactful approach.
• Obtain/Maintain a thorough understanding of the client’s business processes.
• Proactively identify needs for efficiency and process improvement.
• Proactively identify client needs for additional CSH services and out-of-scope requests which should be billed extra for.
• Master the firm’s software, especially department-specific software.
• Live and promote the firm’s mission, REAL Values, and The CSH Way.
• Perform other duties as required or assigned.
• Software - QuickBooks, Sage, Bill.com (Any 1 mandatory)
  
  

• Take a proactive role in guiding, training, and investing in team members through on-the-job training, sharing valuable insights and facilitating opportunities for skill development.
• Regularly provide feedback to help employees understand their strengths and areas for improvement.
• Play a crucial role in fostering accountability within the team. Assign responsibilities, monitor progress, and ensure deadlines are met, promoting a sense of responsibility and discipline among employees.
• Help allocate resources effectively by assessing workloads and distributing tasks among team members. Ensure that each employees skills and expertise are utilized optimally, leading to increased productivity and better outcomes.
• When conflicts arise, step in as a mediator to resolve issues and maintain a harmonious work environment.
• Act as an advocate for team members, promoting their achievements and identifying opportunities for growth.
• Make critical decisions that align with the organizations goals and objectives. Provide strategic direction to teams, ensuring that everyone is working toward a common purpose and contributing to the overall success of the firm.
• Offer support and encouragement to team members. Provide recognition for a job well done, offer guidance during challenging times, and create a positive work environment that fosters motivation and job satisfaction.
• Delegate tasks to team members, enabling them to distribute workloads and prevent individuals from becoming overwhelmed.
  
  

• A willingness and ability to work independently and in a team environment.
• Strong analytical skills and attention to detail.
• Excellent interpersonal skills.
• Excellent oral and written communication skills.
• Exhibit critical thinking and problem-solving skills.
• Exhibit strong project management skills.
• Ability to prioritize and focus in a high-speed, multi-tasking environment.
• Proficient with Microsoft Office applications.
  
  

• Bachelor’s degree in accounting, finance or equivalent experience.
  
  

• Active CPA/CA license or working towards a CPA/CA
• 3+ years of experience managing a General Ledger (G/L).
• Experience working in a paperless environment.