Manager

Overview

This role is responsible for delivery across a portfolio of monthly, quarterly, and annual after-the-fact accounting engagements, leading a team delivery model that supports clients. You will review and approve financial statements and workpaper packages, manage portfolio budgets and realization, guide team members day to day, and serve as the first point of contact for clients.

Responsibilities

• Own timely, accurate delivery across a portfolio of monthly, quarterly, and annual after-the-fact accounting engagements.
• Perform detailed review of trial balances, reconciliations, schedules, financial statements, and year-end tax preparer packages, approving work before release.
• Approve preparation and compilation engagements in accordance with firm standards, documentation requirements, and reporting guidance.
• Scope, price, and oversee cleanup, catch-up, and multi-period reconstruction engagements.
• Manage portfolio budgets, billing, realization, margin, and compliance calendars across a high-volume book of business.
• Serve as the first-line client relationship owner, setting expectations for scope, timing, and fees, and leading recovery when issues arise.
• Identify and take on advisory service opportunities supporting clients’ broader business needs, including:
  • Strategic planning
  • Cash flow forecasting
  • Financial planning and analysis
• Allocate work and manage capacity across the onshore and Mumbai teams, maintaining consistent workpaper, review, and handoff standards.
• Supervise and coach 4–8 team members day to day (including the Mumbai Deputy Manager) and provide documented performance input to the Senior Manager.
• Improve first-pass quality and reduce rework using review points, feedback, training, and process improvements.
• Resolve portfolio accounting questions and escalate only novel or high-risk matters.
• Participate in networking, referral conversations, proposal development, and firm industry-segment activities.
• Identify clients ready to migrate into Managed Accounting Services and connect clients with additional firm specialists when needs arise.

Requirements

• Bachelor’s degree in accounting or finance; required.
• 5–8 years of accounting experience, including:
  • At least 2 years in a review capacity
  • At least 1 year directing and coaching the work of others; required.
• Experience with financial statement preparation or compilation engagements and related documentation and reporting requirements; required.
• Advanced Excel skills, including reconstructing ledgers from unstructured client data and building reusable schedules.
• Administrator-level proficiency in QuickBooks Online and QuickBooks Desktop, plus working proficiency in Xero, Sage 50, or another client-side accounting platform.
• Strong project management, review, coaching, and relationship-building skills.
• Ability to work effectively across time zones and cultures in a fully paperless environment.
• Availability for additional hours during close, cleanup engagements, and tax-season peaks.
• Occasional travel to client or firm locations.
• Ability to perform essential functions with or without reasonable accommodation, including:
  • Extended computer use
  • Frequent telephone and video communication
  • Occasional lifting of up to fifteen pounds
  • Occasional travel

Preferred Qualifications

• CPA or CMA.
• Experience managing a high-volume portfolio of outsourced accounting, compilation, or after-the-fact clients.
• Experience working with or supervising an offshore or distributed delivery team.

Compensation & Benefits

• Compensation details were not provided in the job description.

Location

• Desk-based, remote-capable role.
• Must be able to work effectively across time zones and cultures.
• Occasional travel to client or firm locations.