Manager

Strategic HR Client • Columbus, OH

5d

About The Position

The Manager owns delivery across a portfolio of monthly, quarterly, and annual after-the-fact accounting engagements and leads the team delivery model supporting those clients. The role reviews and approves financial statements and workpaper packages, manages portfolio budgets and realization, guides team members, and serves as the first point of contact for clients. The Manager also supports advisory needs, coordinates onshore and Mumbai teams, and contributes to networking, proposals, and growth opportunities.

Success is measured by portfolio quality and timeliness, budget and realization performance, effective review and coaching, strong client retention, seamless teamwork, and thoughtful identification of growth opportunities. This is a desk-based, remote-capable role. The successful candidate must be able to perform the essential functions with or without reasonable accommodation, including extended computer use, frequent telephone and video communication, occasional lifting of up to fifteen pounds, and occasional travel.

Requirements

• Bachelor’s degree in accounting or finance.
• 5–8 years of accounting experience, including at least 2 years in a review capacity and at least 1 year directing and coaching others’ work.
• Experience with financial statement preparation or compilation engagements and related documentation and reporting requirements.
• Advanced Excel skills, including reconstructing ledgers from unstructured client data and building reusable schedules.
• Administrator-level proficiency in QuickBooks Online and QuickBooks Desktop, plus working proficiency in Xero, Sage 50, or another client-side accounting platform.
• Strong project management, review, coaching, and relationship-building skills.
• Ability to work effectively across time zones and cultures in a fully paperless environment.
• Availability for additional hours during close, cleanup engagements, and tax-season peaks, with occasional travel to client or firm locations.
• Ability to perform the essential functions of the position with or without reasonable accommodation, including extended computer use, frequent telephone and video communication, occasional lifting of up to fifteen pounds, and occasional travel.

Nice To Haves

• CPA or CMA.
• Experience managing a high-volume portfolio of outsourced accounting, compilation, or after-the-fact clients.
• Experience working with or supervising an offshore or distributed delivery team.

Responsibilities

• Own timely, accurate delivery across a portfolio of monthly, quarterly, and annual after-the-fact accounting engagements.
• Review trial balances, reconciliations, schedules, financial statements, and year-end tax preparer packages, and approve work before release.
• Approve preparation and compilation engagements in accordance with firm standards, documentation requirements, and reporting guidance.
• Scope, price, and oversee cleanup, catch-up, and multi-period reconstruction engagements.
• Manage portfolio budgets, billing, realization, margin, and compliance calendars across a high-volume book of business.
• Serve as the first-line client relationship owner, set expectations for scope, timing, and fees, and lead recovery when issues arise.
• Take on advisory service opportunities, including strategic planning, cash flow forecasting, and financial planning and analysis.
• Allocate work and manage capacity across onshore and Mumbai teams while maintaining consistent workpaper, review, and handoff standards.
• Supervise and coach 4–8 team members day to day, including the Mumbai Deputy Manager, and provide documented performance input to the Senior Manager.
• Use review points, feedback, training, and process improvements to improve first-pass quality, reduce rework, and develop team capability.
• Resolve portfolio accounting questions and escalate novel or high-risk matters.
• Participate in networking, referral conversations, proposal development, and firm industry-segment activities.
• Identify clients ready to migrate into Managed Accounting Services and connect clients with additional firm specialists when appropriate.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager