CAAS Accounting Manager

Overview

A firm operating in the tax, accounting, and advisory industry is seeking a CAAS Accounting Manager to oversee day-to-day accounting operations for a diverse portfolio of clients. The organization supports individuals, closely held businesses, and high-net-worth clients in achieving their financial goals. It recently joined a platform that provides regional accounting firms with access to growth capital, talent development, quality management, advanced technology including AI tools, shared services, and leadership resources, enabling firms to maintain independence while leveraging larger firm resources.

Responsibilities

• Act as the primary accounting contact for an assigned client portfolio, managing bookkeeping and financial reporting.
• Oversee month-end close activities, including journal entries, account reconciliations, and variance analysis.
• Prepare and deliver financial statements on a monthly, quarterly, and/or annual basis as required.
• Maintain and reconcile the general ledger using QuickBooks Online.
• Coordinate with offshore teams handling bookkeeping, accounts receivable, accounts payable, and payroll to ensure accuracy and timeliness.
• Develop and maintain strong client relationships, proactively communicating on financial results and deadlines.
• Escalate complex client issues or advisory opportunities as needed.
• Collaborate with the Team Lead to meet quality standards and deadlines.
• Assist in training and mentoring junior and offshore staff.
• Support continuous improvement of internal processes and documentation.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• 3–5 years of accounting experience, preferably in public or outsourced accounting services.
• Proficiency in QuickBooks Online is required; experience with QBO Advanced or multiple entities is a plus.
• Strong knowledge of GAAP and accounting principles.
• Excellent organizational skills and attention to detail with the ability to manage multiple deadlines.
• Professional written and verbal communication skills.

Compensation

• Annual base salary range: $105,000–$125,000, based on market data for the San Jose, CA area.
• Actual compensation may vary depending on location, experience, education, and skill level.

Equal Opportunity

The employer is an equal opportunity organization committed to diversity and inclusion. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Location

San Jose, CA area (salary benchmarked to this location)