Associate Manager, Technical Reviews & Training - CPA

Overview

This full-time fully remote role is open to candidates based in the United States. Due to business and regulatory requirements, applications from residents of California cannot be considered.

The organization is seeking an experienced Associate Manager, Technical Reviews & Training – CPA, to serve as an internal subject matter expert on U.S. GAAP and lead technical accounting training across the Accounting Services team. The role supports quality and compliance standards while strengthening technical knowledge across the organization.

Responsibilities

Monthly close and audit readiness reviews

• Review assigned monthly close workpapers, reconciliations, and financial statements for accuracy, completeness, U.S. GAAP, and firm procedures, completing reviews within agreed timelines.
• Evaluate support for significant balances, estimates, unusual transactions, and accounting conclusions; identify inconsistencies, missing documentation, and departures from firm standards.
• Provide clear, actionable review comments, explain accounting rationale, follow up with preparers, and verify corrections and supporting documentation resolve findings before clearing assigned reviews.
• Review year-end schedules and supporting workpapers for external audits.
• Assist engagement teams in resolving accounting questions and improving audit readiness.
• Track review status and recurring issues; report results and capacity concerns to the Manager, and escalate significant errors, unresolved judgments, and delivery risks promptly.

Technical research and nonprofit accounting

• Serve as a technical resource for nonprofit accounting matters, including contributions and grants, donor restrictions and releases, net assets, functional expenses, endowments, revenue recognition, and leases.
• Research assigned questions using authoritative guidance and prepare concise memoranda documenting facts, analysis, proposed conclusions, and implementation considerations for Manager review.
• Monitor accounting developments and contribute to updates to policies, close checklists, templates, and training materials.

Training development and delivery

• Develop and present internal training and approved client-facing education using clear learning objectives, relevant nonprofit examples, practical exercises, and assessments.
• Convert recurring review findings into targeted coaching, job aids, case studies, and refresher training; support role-based learning and onboarding of new team members.
• Develop reusable curriculum and instructor materials; maintain assigned courses and resources in the firm’s content library or learning platform.
• For programs offered for CPE, prepare content and maintain assigned documentation in accordance with applicable AICPA/NASBA standards and firm sponsor procedures; support attendance verification, evaluations, certificates, and records with the designated administrator.

Coaching and coordination

• Coach accountants and assigned reviewers on technical judgment, documentation, self-review, and effective resolution of review comments; provide constructive feedback that strengthens independent problem-solving.
• Coordinate assigned review work and training projects; communicate priorities, deadlines, and dependencies, and support other reviewers during peak periods.
• Recommend improvements to review practices and learning resources.
• Provide performance input on assigned team members; formal personnel decisions remain with the Manager unless specifically delegated.

Content and technology support

• Contribute technically accurate webinar materials, articles, and client resources under the Manager’s direction; route external content through the firm’s approval process.
• Maintain version control and update assigned technical resources when accounting guidance or firm procedures change.
• Use approved accounting, workflow, analytics, and AI tools to improve review and training efficiency; validate outputs, confirm authoritative sources, document conclusions, and protect client information.
• Participate in process improvements and other related projects as assigned, communicating progress and results.

Requirements

• Bachelor’s degree in accounting
• CPA license required
• Extensive knowledge of GAAP
• Minimum of three years of nonprofit accounting experience
• Minimum of five years of general ledger accounting experience
• Minimum of three years of public accounting experience preferred
• Experience in audit preparation and management
• Ability to thrive in a virtual team-oriented environment
• Excellent organizational, problem-solving, project management, and communication skills
• Advanced knowledge of Microsoft Office, Excel, and multiple Accounting Software platforms
• Successful history of remote work

Compensation & Benefits

Compensation

• Salary range: $103k - $110k, depending on qualifications and experience

Benefits

• 100% remote work environment
• Flexible work schedules
• Comprehensive benefits package
• Competitive compensation
• Support for growth and advancement within the organization

Work-Life Balance & Flexibility

• Flexible remote schedules
• 15 days of paid time off (PTO), increasing with tenure
• 10 paid holidays annually, including 1 Floating Holiday
• Annual all-employee paid retreat
• Partial flexibility with work hours, allowing team members to adjust schedules within specified parameters while maintaining core business hours for collaboration and meetings

Core Health & Wellness

• Medical, dental, and vision insurance
• Health Savings Account (HSA) / Flexible Spending Account (FSA)
• Life, short-term and long-term disability (STD & LTD)
• Supplemental insurance options

Financial & Retirement Support

• 401(k) with company match and 100% vesting after the first year
• Monthly technology stipend

Professional Development & Recognition

• 100% reimbursement of CPA licensing fees
• 50% reimbursement of AICPA membership
• Continued ongoing education/training
• Employee reward & recognition perks

Equal Opportunity

The employer is an equal opportunity employer and values diversity. An inclusive work environment is supported, and employment decisions are not based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.