Accounting Manager - CAAS

Whitley Penn•Houston, TX

2d•Hybrid

About The Position

Our Client Accounting & Advisory Services team provides a full suite of financial advisory services, including month-end accounting services, technology implementation, and support services, CFO level consulting, and strategy. We partner with our customers to learn their financial pain points and leverage our expertise to provide solutions that help them reach their goals. Our team is innovative and forward-thinking while remaining attuned to the unique needs of each customer.

Requirements

Bachelor's or Master's degree in Accounting.
5-7 years of experience in bookkeeping or accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.
Knowledge of Generally Accepted Accounting Principles.
Proficiency in accounting software including QuickBooks Online, Microsoft Office Excel, and Word.
Ability to lead and work respectfully and productively with diverse individuals in a variety of roles.

Nice To Haves

CPA preferred
Public Accounting experience preferred.

Responsibilities

Handle client’s monthly accounting services including bookkeeping, payroll, monthly close, budgeting/forecasting, financial reporting, and any other advisory-level support needed.
Ensure client service teams are performing appropriately and managing responsibilities and deadlines to complete required projects on time and within expectations.
Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems, and make recommendations for business and process improvements.
Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with team.
Own and monitor client relationship over the entire engagement process; communicate progress of engagements, problems, and resolutions to client.
Monitor budgets by periodically reviewing WIP in Practice Manager and address overages in a timely manner.
Prepare invoices to clients, communicate details of fees to clients and assist in collection of overdue accounts.
Participate in firm’s practice development efforts by involving yourself in the local business community and participating in proposal opportunities; may include making presentations.
Participate in firm's performance management process by giving specific, actionable, and timely feedback to team members and completing performance evaluations, providing direction, and coaching to team members and contributing to decisions regarding individual readiness for promotion.
Work to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor in professional development programs.