Overview
The Business Advisory Manager is a key member of the team, responsible for the timely completion of each engagement. This role includes general bookkeeping, payroll, and business advisory services for a variety of individual and business clients. The manager will review work completed by Business Advisors and Senior Business Advisors, oversee all client work, and deliver financial statements (and other deliverables) by established deadlines while communicating with the Senior Manager.
Responsibilities
- Manage all client work
- Teach, coach, and train team members at various levels
- Oversee and review work from entry-level and senior staff
- Provide accounting and advisory services for individuals and businesses across a range of industries
- Perform general accounting duties, including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries
- Complete complex adjustments and reconciliations; perform clean-up of accounting systems and records
- Use accounting software and systems to prepare financial reports and ensure adherence to accounting standards such as 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
- Apply industry knowledge and research skills to support complex projects
- Conduct proactive risk and compliance assessments and provide best-practice recommendations to clients
- Manage personal and team projects, competing priorities, and ensure adherence to deadlines
- Build client relationships and develop an understanding of client finances and businesses
- Interpret financial reports provided by clients and within accounting software
- Propose and record journal entries for business clients
- Continue building knowledge of tax laws and accounting practices to better serve client needs
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, with ability to learn new systems quickly
- Excellent customer service and interpersonal skills
- Proactive problem solving and project management
Preferred Qualifications
- Experience with NetSuite and Sage Intact
- CPA preferred
Compensation & Benefits
- Very competitive compensation
- 401(k) and medical benefits
- Firm-sponsored continuing education
- Ongoing informal and formal training and development
- Tremendous opportunity for advancement within a rapidly growing professional services firm
Location
The role supports clients across the organization’s 50+ offices in 15 States.