Manager

Overview

This role is for an Accounting Manager who will own delivery across a portfolio of clients and lead a team delivery model that supports monthly, quarterly, and annual after-the-fact accounting engagements. The position includes managing budgets and realization, reviewing and approving financial deliverables, coaching a distributed team, and serving 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; approve 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: set expectations for scope, timing, and fees; lead recovery when issues arise.
• Identify and pursue advisory service opportunities that support clients’ broader business needs, including strategic planning, cash flow forecasting, and financial planning and analysis.
• Allocate work and manage capacity across onshore and Mumbai teams while 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.
• Use review points, feedback, training, and process improvements to improve first-pass quality, reduce rework, and build team capability.
• 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 them 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 and 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.
• 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, with occasional travel to client or firm locations.
• Must be able to perform the essential functions of the position 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.
• 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.

Compensation & Benefits

• Compensation and benefits details were not provided.

Location

• Columbus, OH
• Desk-based, remote-capable role.