Manager

Strategic HR Client Job Openings • Cincinnati, OH

3d • Remote

About The Position

The Manager owns delivery across a portfolio of clients and leads the team delivery model supporting them. The role reviews and approves financial statements and workpaper packages, manages portfolio budgets and realization, guides team members day to day, and serves as the first point of contact for clients. The position also supports clients’ broader business needs through advisory services and helps improve quality, efficiency, and team capability across a distributed delivery model.

This is a desk-based, remote-capable role. The successful candidate must be able 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. Additional hours may be needed during close, cleanup engagements, and tax-season peaks, with occasional travel to client or firm locations.

Success is measured by portfolio quality and timeliness, budget and realization performance, effective review and coaching, strong client retention, seamless teamwork in serving clients, and thoughtful identification of growth opportunities.

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 the work of others.
• 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.

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.
• Perform detailed review of trial balances, reconciliations, schedules, financial statements, and year-end tax preparer packages, approving 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, setting expectations for scope, timing, and fees and leading recovery when issues arise.
• Take on advisory service opportunities supporting clients’ broader business needs, including strategic planning, cash flow forecasting, and financial planning and analysis.
• Allocate work and manage capacity across the onshore and Mumbai teams, 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 only 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 needs arise.

What This Job Offers

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