Overview
The Business Advisory Manager is responsible for the timely completion of client engagements, including general bookkeeping, payroll, and business advisory work for individual and business clients. This role involves reviewing work completed by Business Advisors and Senior Business Advisors, managing all client work, and delivering financial statements and other deliverables by agreed deadlines while communicating with the Senior Manager.
Responsibilities
- Manage all client work and ensure timely completion of engagements
- Review work performed by Business Advisors and Senior Business Advisors
- Deliver financial statements and various other deliverables by deadlines
- Teach, coach, and train team members at various levels
- Oversee and review work from entry-level and senior staff
- Provide accounting and advisory services to individuals and businesses across a variety of industries
- Perform general accounting tasks, including:
- Entering transactions
- Reconciling general ledger, credit card, and cash accounts
- Proposing and recording journal entries
- Perform complex adjustments and reconciliations; clean up accounting systems and records
- Utilize accounting software and systems to prepare financial reports while adhering to GAAP
- Propose and set up accounting systems and services for new clients through QuickBooks Online
- Prepare and file sales tax returns; record and report fixed assets and personal property
- Use industry knowledge and research to support complex projects
- Conduct proactive risk and compliance assessments and provide best-practice recommendations to clients
- Manage personal and team projects, handle competing priorities, and meet deadlines
- Develop relationships with clients and gain understanding of their finances and businesses
- Interpret financial reports provided by clients within accounting software
- Propose and record journal entries for business clients
- Build knowledge of tax laws and accounting practices to better serve clients
Requirements
- 5–15 years of professional accounting experience, preferably across multiple clients and industries
- Ability to create and understand accurate financial statements
- Bachelor’s degree required (or equivalent experience); Master’s Degree preferred
- Superior accuracy and technical expertise, including knowledge of client industries
- Excellent communication, attention to detail, and strong analytical skills
- Expert use of accounting software and systems; ability to learn new systems quickly
- Excellent customer service and interpersonal skills
- Proactive problem solving and project management skills
Preferred Qualifications
- Experience with NetSuite and Sage Intact
- CPA preferred
Compensation & Benefits
- Very competitive compensation
- 401(k)
- Medical benefits
- Firm sponsored continuing education
- Ongoing informal and formal training and development
Location
The organization operates 50+ offices across 16 States, with additional growth planned.