Manager, Outsourced Accounting Services

FORVIS, LLP-posted 2 months ago
Tulsa, OK
Professional, Scientific, and Technical Services
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The Outsourced Accounting Services team is a trusted partner for organizations facing complex financial demands. Focused on flexibility, scalability, and cost-efficiency, we deliver tailored technical accounting and reporting solutions that evolve with your business. Whether supporting complex transactions, adopting new standards, or enhancing reporting processes, Forvis Mazars brings deep expertise and a proactive mindset-offering both compliance support and strategic insights for long-term success.

  • Proactively develop, maintain, and deepen trusted relationships with clients by understanding their business needs, providing strategic insights, and delivering exceptional service.
  • Manage end-to-end outsourced accounting service engagements, including evaluating client accounting systems, overseeing implementation of new technologies, and ensuring seamless integration with business operations.
  • Identify inefficiencies and areas for enhancement within client accounting processes. Provide actionable recommendations and lead the implementation of best practices to improve accuracy, efficiency, and compliance.
  • Oversee the complete accounting cycle for clients, including monthly, quarterly, and annual close processes. Ensure timely and accurate financial reporting in accordance with applicable standards.
  • Conduct thorough reviews of financial workpapers and reports prepared by both internal team members and external partners to ensure quality, consistency, and compliance with firm and regulatory standards.
  • Lead initiatives to research, evaluate, and implement new technologies and tools that enhance service delivery, streamline workflows, and create value for both the firm and its clients.
  • Collaborate with leadership in preparing proposals and presentations for prospective clients, contributing to the firm's growth strategy and showcasing service capabilities.
  • Represent the firm at professional events, networking functions, and industry forums to build brand awareness, foster relationships, and identify new business opportunities.
  • Provide guidance, coaching, and performance feedback to team members. Support their professional growth through training, mentorship, and leadership development initiatives.
  • Bachelor's Degree in Accounting, Finance, or a related business field
  • 5+ years of relevant experience in public accounting and/or organizational accounting operations, including accounting system workflows, financial statement preparation, and supervision of accounting, payroll, and sales tax functions
  • Proficiency in Microsoft Office Suite
  • QuickBooks ProAdvisor designation
  • Current and valid CPA (Certified Public Accountant) license
  • Prior experience with CaseWare, Fixed Assets CS, and Bill.com
  • Experience working with QuickBooks, QuickBooks Online, Intacct, or similar general ledger software package
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