Senior Manager

#LI-JF1 #LI-Hybrid

Essential Functions and Primary Duties

• Oversee engagement teams and manage all aspects of client engagements, ensuring exceptional service delivery to assigned clients
• Serve as a trusted advisor to clients; supervise and review monthly closes and all deliverables, including financial statements, annual budgets, and audit preparations
• Develop a deep understanding of each client’s operations, systems, procedures, and internal controls to deliver tailored solutions and insightful guidance
• Demonstrate a strong sense of urgency, accountability, and commitment to quality in the completion of all client deliverables within deadlines
• Take ownership of client billing upon becoming familiar with engagement scope and budgeted hours; monitor job progress and analyze overruns, present recommendations for additional billing to the Managing Director
• Participate in new client development activities alongside upper management, including attending prospect meetings, contributing to presentations and proposals, and identifying cross-selling opportunities
• Actively cultivate all sales leads and convert prospects to new clients, ushering them through the onboarding process
• Proactively identify and address financial or operational challenges for clients, offering practical recommendations and solutions
• Assist with the selection, implementation, and integration of accounting software and complementary third-party systems (e.g., payroll, POS, time & billing) as needed
• Foster a collaborative, high-performance team environment, supporting management initiatives and promoting a positive organizational culture
• Train and supervise senior and staff accountants, ensuring objectives are accomplished efficiently and effectively; provide hands-on support as required
• Execute other responsibilities and special projects as assigned

Preferred Qualifications

• Master’s degree in accounting, taxation or related field
• Active CPA or equivalent certification
• Significant experience with cloud-based accounting and business systems (e.g., QBO, Sage Intacct, NetSuite, Yardi, BILL, Ramp, Gusto, Avalara), including remote collaboration tools
• Advanced proficiency in Microsoft Excel and other Microsoft Office applications, including CoPilot.
• Demonstrated ability and willingness to apply AI tools to maximize efficiency across engagements, where applicable

Minimum Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 5 years supervisory
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Availability to travel based on business needs