CAS Accounting Manager
PP&Co
•$105,000 - $125,000
About The Position
The Accounting Manager is a core delivery role within PP&Co's Client Accounting Services practice. This individual is responsible for managing the day-to-day accounting operations for an assigned portfolio of clients across a range of industries. The Accounting Manager ensures accurate and timely financial reporting, maintains strong client relationships, and collaborates closely with the Team Lead and Accounting Advisors to deliver consistent, high-quality service.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field required.
- Minimum 3–5 years of accounting experience, preferably in a public accounting or outsourced accounting services environment.
- Proficiency in QuickBooks Online (QBO) required.
- Strong understanding of GAAP and general accounting principles.
- Excellent organizational skills and attention to detail, with the ability to manage multiple client deadlines simultaneously.
- Professional communication skills, both written and verbal.
Nice To Haves
- experience with QBO Advanced or multiple QBO entities is a plus.
Responsibilities
- Serve as the primary accounting contact for an assigned client portfolio, managing all aspects of bookkeeping and financial reporting.
- Oversee and perform month-end close procedures, including journal entries, account reconciliations, and variance analysis.
- Prepare and deliver accurate financial statements (income statement, balance sheet, cash flow) on a monthly, quarterly, and/or annual basis per client engagement terms.
- Maintain and reconcile the general ledger, ensuring accuracy and completeness of all transactions in QuickBooks Online.
- Coordinate with offshore bookkeeping, AR, AP, and payroll teams to ensure timely processing and accuracy of transactional data.
- Develop and maintain strong working relationships with assigned clients, acting as a reliable and knowledgeable point of contact.
- Communicate proactively with clients regarding financial results, open items, and deadlines.
- Identify and escalate complex client issues or advisory opportunities to the Team Lead or Accounting Advisor as appropriate.
- Work closely with the Team Lead to ensure client deliverables meet firm quality standards and are completed on schedule.
- Assist in training and mentoring junior staff and offshore team members as needed.
- Contribute to the continuous improvement of internal processes, workflows, and documentation standards.
Benefits
- The annual base salary range for this role is $105,000–$125,000, based on market data for the San Jose, CA area.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
