Client Accounting Manager

YHB Brand•Falls Church, VA

About The Position

The Client Accounting Manager will oversee financial reporting to ensure accurate and timely preparation of financial statements. This role involves reviewing financial reports for completeness and compliance with accounting standards, coordinating with internal stakeholders to provide relevant financial information, and assisting in the development and implementation of accounting policies and procedures. The manager will maintain current knowledge of accounting regulations and compliance requirements, manage accounting processes by planning and delegating tasks, and oversee General Ledger preparation, maintenance, and reconciliation. Continuous evaluation of accounting workflows to identify and address quality and accuracy gaps is essential. The role also includes preparing schedules and documentation for external audits and tax filings, serving as a liaison to auditors and tax professionals, and analyzing variances between actual results and forecasts to assist in the development of financial forecasts and budgets, providing insights and recommendations to improve forecast accuracy.

Requirements

  • Bachelor’s degree in Accounting, Business or related field, or equal combination of education and work experience.
  • Strong understanding of accounting and finance processes, procedures, and principles.
  • Working knowledge of QuickBooks Desktop and QuickBooks Online (certification beneficial).

Nice To Haves

  • Prior experience in a Professional Services Firm

Responsibilities

  • Oversee Financial Reporting to ensure accurate and timely preparation of financial statements.
  • Review financial reports for completeness and compliance with accounting standards.
  • Coordinate with internal stakeholders to provide relevant financial information to clients and team members.
  • Assist in developing and implementing efficient and effective accounting policies and procedures.
  • Maintain current and relevant knowledge of accounting regulations and compliance requirements.
  • Manage accounting processes by planning and delegating tasks and assignments to the appropriate team members effectively.
  • Oversee General Ledger preparation, maintenance, and reconciliation by ensuring accurate journal entries and ledger postings.
  • Review and analyze ledger accounts for discrepancies or errors.
  • Coordinate and assist in preparation for year-end closing processes.
  • Continuously evaluate accounting workflows to identify and address quality and accuracy gaps.
  • Prepare schedules and documentation for external audits and tax filings.
  • Serve as a liaison to auditors and tax professionals to facilitate smooth audit processes.
  • Analyze variances between actual results and forecasts to assist in the development of financial forecasts and budgets.
  • Provide insights and recommendations to improve forecast accuracy.
  • Serve as a positive representative of YHB by demonstrating the ability to communicate with others effectively and respectfully in both written and spoken correspondence and to act in a professional manner.
  • Ensure complete confidentiality of all client and firm information.
  • Maintain open and frequent communication with accounting team regarding the status of open tasks, assistance needed, and/or anticipated roadblocks or challenges.
  • Maintain a thorough understanding of client’s needs and expectations by drawing on prior experience, as well as through peer inquiry, observation, and independent research.
  • Uphold YHB’s firmwide quality standards in all client communications, reports, and deliverables.
  • Understand the importance of meeting client expectations, deadlines, as well as the importance of flexibility to assist the team to meet these expectations and deadlines.
  • Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing purposes.
  • Take responsibility and ownership of work to meet goals and performance expectations.
  • Ability to manage available time to ensure assigned work is completed within budgeted timeframes while also dedicating time to coaching and developing less experienced Associates.
  • Maintain a general working knowledge of YHB’s service capabilities and develop the ability to articulate this information to clients or prospective clients.
  • Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.
  • Actively participate in professional development activities during period of non-billable time such as continuing education, training others, firm recruiting initiatives, firm committees, and/or firm marketing and business development.
  • Complete assigned training courses or learning tracks within the appropriate timeframe and seek opportunities to further develop industry-specific expertise.
  • Demonstrate an increasing ability to set challenging goals and to work through challenging assignments, seeking guidance and mentorship from in-charge staff as needed.
  • Demonstrate the ability to generate creative and innovative solutions and to confidently express these ideas.
  • Actively participates in the development of less experienced team members and the overall growth of the firm through peer coaching, campus recruiting activities, internship/externship support, etc.
  • Actively seek feedback and input from peers and leadership as a resource for personal development and information sharing.
  • Ability to maintain a positive working relationships with firm leadership, clients, and other team members.
  • Possesses an understanding of the importance of cooperation and teamwork in working toward the collective success of the team and the firm.
  • Provide guidance and mentorship to Client Accountants and Specialists on completed work quality, necessary adjustments, and best practices.
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