Manager - Client Advisory and Accounting Support Services

Beasley, Mitchell, & Co•Albuquerque, NM

6d•Onsite

About The Position

The CAAS Manager provides leadership and technical oversight for client accounting, advisory, transactional accounting, financial reporting, audit preparation, and specialized Tribal/Native American client services. The role manages significant client relationships, engagement quality and profitability, staff development, advisory opportunities, and clients’ accurate, timely, and audit-ready financial records. The Manager serves as a subject-matter leader for Tribal and Native American organizations and works with clients, auditors, Firm leadership, and internal service teams on complex accounting, reporting, internal control, and audit-readiness matters. The position manages complex client accounting and advisory engagements; oversees transactional accounting, general ledger, month-end close, financial reporting, and accounting system processes; and reviews significant accounting entries, reconciliations, statements, and other deliverables. It evaluates and improves client processes, develops standardized procedures, and assists with accounting system implementations, conversions, process redesign, and strategic accounting initiatives. The Manager oversees year-round audit readiness, including preparation plans, timelines, PBC schedules, responsibility matrices, documentation review, auditor coordination, issue resolution, corrective action plans, and preventive procedures. The role also advises Tribal governments, enterprises, organizations, and related entities; leads Tribal audit-readiness and financial process improvement efforts; supports stronger financial policies, controls, and reporting; and develops firmwide Tribal audit-readiness tools and practices while respecting Tribal governance, culture, confidentiality, and protocols. The Manager oversees engagement budgets, timelines, staffing, deliverables, realization, and profitability; supervises and develops CAAS staff; and participates in recruiting and onboarding. The role maintains client relationships, identifies opportunities to expand services, participates in business development, and collaborates with other Firm service lines. It also supports quality, risk management, compliance, documentation, policies, procedures, technology solutions, and Firmwide strategic and continuous-improvement initiatives. The position is conducted in an office work environment, with sitting and computer use most of the time. Travel is required, expected at 10–15%. The typical schedule is Monday through Friday, 8 a.m.–5 p.m., with additional hours required during peak season.

Requirements

Bachelor's degree in Accounting, Finance, Business, or a related field.
6–8+ years of progressive accounting experience, preferably including public accounting and/or client advisory services.
Demonstrated experience managing multiple client engagements.
Strong technical accounting and financial reporting knowledge.
Strong understanding of audit preparation and financial statement audit processes.
Demonstrated supervisory and leadership experience.
Excellent communication, project management, and client relationship skills.

Nice To Haves

CPA license or CPA eligibility.
Experience with Tribal governments, Tribal enterprises, Native American organizations, governmental entities, or nonprofit organizations.
Experience with governmental or grant compliance audits.
Experience developing internal controls and financial policies and procedures.
Experience managing accounting system implementations or process-improvement projects.

Responsibilities

Manage a portfolio of complex client accounting and advisory engagements.
Provide technical oversight of transactional accounting, general ledger, month-end close, financial reporting, and accounting system processes.
Review and approve significant journal entries, reconciliations, financial statements, and other client deliverables.
Evaluate client accounting processes and recommend improvements to accuracy, efficiency, and internal control.
Develop standardized accounting and reporting procedures for recurring engagements.
Assist clients with accounting system implementations, conversions, process redesign, and strategic accounting initiatives.
Serve as a trusted accounting advisor to clients and Firm leadership.
Oversee year-round audit-readiness strategies for assigned clients.
Develop audit preparation plans, timelines, PBC schedules, and responsibility matrices.
Review financial statements, supporting schedules, reconciliations, and audit documentation before submission to external auditors.
Coordinate with audit and assurance personnel regarding audit requirements, issues, findings, and deadlines.
Anticipate audit issues and work with clients to resolve deficiencies before audits.
Review audit findings and assist clients in developing corrective action plans.
Establish processes to reduce audit adjustments and improve client financial information.
Monitor recurring audit issues and develop preventive procedures.
Advise Tribal governments, Tribal enterprises, Tribal organizations, and related entities.
Develop and maintain specialized knowledge of accounting, financial reporting, audit, grant, compliance, and internal control considerations relevant to Tribal clients.
Lead audit-readiness engagements and financial process improvement initiatives for Tribal organizations.
Assist clients in strengthening financial policies, procedures, documentation, internal controls, and reporting processes.
Evaluate client financial operations and identify areas of risk or opportunity.
Coordinate with external auditors and other professional advisors serving Tribal clients.
Assist Tribal clients in preparing for financial, governmental, grant, compliance, and other required audits.
Develop firmwide tools, templates, checklists, and best practices for Tribal audit readiness.
Maintain professional relationships while respecting Tribal governance, culture, confidentiality, and organizational protocols.
Manage engagement budgets, timelines, staffing, and deliverables.
Review engagement performance and monitor realization and profitability.
Allocate staff resources based on complexity, deadlines, and employee development needs.
Supervise Supervisors, Accountants, and other CAAS personnel.
Provide performance feedback, coaching, mentoring, and career-development guidance.
Participate in recruiting, interviewing, onboarding, and development of CAAS professionals.
Establish quality standards and hold team members accountable for timely and accurate work.
Develop and maintain relationships with existing clients.
Identify opportunities to expand accounting and advisory services based on client needs.
Participate in proposals, presentations, networking, and business-development activities.
Develop relationships within Tribal, governmental, nonprofit, and business communities.
Collaborate with Tax, Audit & Assurance, and other Firm service lines to provide coordinated client solutions.
Ensure engagements comply with Firm policies, professional standards, and applicable regulatory requirements.
Monitor engagement risk and escalate significant issues to Firm leadership.
Maintain appropriate documentation and quality-control procedures.
Participate in developing and implementing CAAS policies, procedures, templates, and technology solutions.
Contribute to Firmwide strategic initiatives and continuous improvement efforts.