Accounting & Advisory Services Manager, CPA
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Job Description
Accounting & Advisory Services Manager leading Delerme CPA’s accounting, advisory, AUP, and government compliance services. Managing client engagements, financial reporting, staff, and tax-readiness coordination.
Responsibilities:
- Lead and manage the Accounting & Advisory Services Department
- Create, document, and improve accounting workflows and procedures
- Establish department KPIs, deadlines, and accountability measures
- Drive operational efficiency and continuous process improvement
- Identify bottlenecks and implement proactive solutions
- Supervise, mentor, and develop accounting staff and support personnel
- Serve as primary accounting advisor and client relationship manager
- Conduct onboarding and financial review meetings
- Communicate with clients regarding accounting, reporting, compliance, and financial matters
- Act as escalation point for accounting-related client concerns
- Review and approve financial statements and supporting schedules
- Oversee accounting-for-tax engagements and recurring monthly, quarterly, and annual engagements
- Review reconciliations, journal entries, and adjusting entries
- Collaborate with the Tax Department to support tax preparation and planning
- Coordinate accounting projects necessary for tax filings
- Participate in Fractional CFO engagements, including budgeting, forecasting, cash flow management, and financial analysis
- Prepare management reports and KPI dashboards
- Provide strategic financial guidance to business owners
- Lead and manage Agreed-Upon Procedures engagements
- Manage compilations, reviews, and non-attest engagements
- Prepare and review Indirect Cost Rate Proposals
- Coordinate client requests and deliverables related to government-funded programs
- Serve as internal point of contact for third-party audit firms
- Coordinate and support Single Audit engagements
- Facilitate communication between clients and external audit firms
- Manage client deliverables, schedules, auditor requests, and engagement timelines
- Assign work based on capacity and skillset
- Review work product and coach team members
- Develop training plans and performance improvement initiatives
- Promote accountability, organization, and continuous improvement
Requirements:
- Active CPA license
- Bachelor's degree in Accounting
- Minimum 5+ years of public accounting or CPA firm experience
- Experience managing multiple client engagements simultaneously
- Strong QuickBooks Online expertise
- Experience reviewing and preparing financial statements
- Experience supervising staff accountants
- Experience with accounting-for-tax engagements
- Experience with AUPs, compilations, reviews, or attest-related engagements
- Experience supporting Single Audit engagements and working with third-party auditors
- Experience preparing or overseeing Indirect Cost Rate Proposals
- Excellent client-facing communication skills
- Fully bilingual in English and Spanish
- Ability to operate with a high degree of autonomy and ownership
- Ability to proactively manage client relationships and coordinate work across departments
- Ability to make informed accounting decisions and create solutions independently
Benefits:
- Remote work arrangement
- Salary starting at $120,000 annually, commensurate with experience
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