CAAS Manager

WEINSTEIN SPIRA & COMPANY•Houston, TX

13d•Hybrid

About The Position

Managing the day to day accounting operations for a portfolio of clients, delivering accurate financial reporting, ensuring compliance, and mentoring and review work of staff.

Requirements

5+ years’ experience in an accountant role
2+ years’ experience at a public accounting firm
QuickBooks knowledge and proficient experience required
Experience supervising or managing a team
Proven basic accounting skills and accuracy with numbers
Ability to handle multiple projects at the same time while ensuring quality and timeliness
Quickly adapts to new technology and stays current with technology changes
Proficiency MS Suite skills including Word, Excel, and Outlook.
Excellent communication skills (spoken and written) and strong organizational skills are a must.
Bachelor’s degree in Accounting or related field

Nice To Haves

QBO certification is a plus
Experience with Bill, ADP Run, or LiveFlow is a plus

Responsibilities

Manage full cycle accounting for a portfolio of clients
Serve as primary point of contact for assigned clients
Help in documenting processes and procedures and developing uniformity for new clients with team policies
Review work from accountants on team and ensure meeting of close deadlines
Teach and be a resource for team members
Identify process improvements and implement best practices to streamline department processes
Support clients looking for budgeting, forecasting and other analytical and advisory needs
Prepare schedules, account analyses, and worksheets as requested
Participate in business development to grow the department
Process payroll and assist with 3rd party payroll journals
Assist in annual 1099 preparation
Other special projects/tasks as required