Accounting Manager

Elite Sourcing•San Francisco, CA

50d•Hybrid

About The Position

Elite Sourcing is working with a well-established San Rafael CPA firm with more than 35 years of experience providing accounting, tax, advisory, and consulting services to high-net-worth individuals, families, privately held businesses, and other clients throughout the San Francisco Bay Area. We are seeking an experienced Accounting Manager to lead the firm's Financial Oversight team.

Requirements

Bachelor's degree in Accounting, Finance, or a related field
6+ years of progressive accounting experience
Previous experience supervising, reviewing, or managing accounting staff
Strong knowledge of financial statements, general ledger accounting, account reconciliations, and month-end close
Experience with budgeting, cash-flow reporting, and financial analysis
Demonstrated ability to manage staff workflow and multiple client accounting engagements simultaneously
Advanced proficiency with QuickBooks Online and Microsoft Excel
Strong written and verbal communication skills with the ability to communicate directly with clients
Excellent organizational skills, attention to detail, and professional judgment
Ability to work independently, take ownership of responsibilities, and collaborate across departments

Nice To Haves

CPA firm, outsourced accounting, Client Accounting Services (CAS), family office, or public accounting experience preferred
Experience working with high-net-worth individuals and privately held businesses preferred
Experience with family-office reporting, personal financial statements, budgeting, and cash-flow planning is a plus
Master's degree in Accounting, Finance, Taxation, or a related field is preferred
Previous experience with fee proposals, client onboarding, business development, or expanding client services is a plus

Responsibilities

Lead and manage the Financial Oversight team and its day-to-day workflow
Oversee associates responsible for monthly accounting and financial reporting for assigned clients
Assign and monitor recurring monthly, quarterly, and annual client responsibilities
Review month-end financial statements, account reconciliations, cash-flow reports, budgets, and other client deliverables
Review team members' work for accuracy, completeness, and consistency
Coach, mentor, and develop accounting staff while providing technical guidance and best practices
Manage multiple client engagements while monitoring deadlines, time entries, engagement budgets, and client billing
Identify accounting issues, process improvements, and opportunities to provide additional advisory services
Help develop efficient and scalable accounting processes and maintain strong quality control standards
Coordinate closely with the firm's tax professionals to support tax planning and compliance
Provide technical accounting guidance to associates as client questions and issues arise
Conduct introductory calls with prospective clients and evaluate their accounting and advisory needs
Determine appropriate scopes of service, prepare fee proposals, and oversee new-client onboarding
Support business-development initiatives and identify opportunities to expand services with existing clients