Business Advisory Manager

Overview

The Business Advisory Manager is responsible for the timely completion of client engagements, including general bookkeeping, payroll, and business advisory work for a variety of 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 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 variety of industries
• Perform general accounting duties, including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries
• Perform complex adjustments and reconciliations; assist with accounting system and record clean-up
• Use accounting software and systems to prepare financial reports in adherence with 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 timely completion and adherence to deadlines
• Build relationships with clients and develop an understanding of their finances and businesses
• Interpret financial reports provided by clients, and within accounting software
• Propose and record journal entries for business clients
• Build 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, with knowledge of client industries
• Excellent communication skills, attention to detail, and strong analytical skills
• Expert use of accounting software and systems, with the 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) and medical benefits
• Firm-sponsored continuing education
• Ongoing informal and formal training and development

Location

• 50+ offices across 15 states (additional growth expected)
• Flexible work arrangements available