OFAS Accounting Services Manager

KSM (Katz, Sapper & Miller)•Cincinnati, OH

10d

About The Position

This role leads engagement delivery and team execution across a portfolio of ongoing OFAS client engagements. It owns workflow design, quality control, and engagement financial performance while supervising and developing team members and delivering controller-level insights. The role partners with Senior Managers, Directors, and Partners to strengthen client relationships, support practice growth, and coordinate smooth transitions from onboarding through handoff. The Accounting Services Manager oversees recurring client accounting, reporting, budgeting, forecasting, and advisory work; manages engagement schedules, scope, budgets, realization, and profitability; and ensures work is accurate and compliant with engagement scope, firm policies, and applicable accounting frameworks. The role also supports tax and audit readiness, resolves payroll and sales tax notices, collaborates with internal departments and external providers, and contributes to business development and market relationships.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field, or equivalent relevant experience.
At least 5 years of relevant accounting experience, including experience supervising staff and being responsible for final work product.

Responsibilities

Lead recurring engagement delivery by establishing and maintaining close calendars, reporting protocols, and client work instructions, and refine workflows as client needs evolve.
Partner with the Onboarding Manager and onboarding team on new client transitions, including providing input on the ongoing service model, participating in handoff meetings, and stabilizing recurring close after transition.
Work with Senior Managers and Directors to schedule client jobs, monitor delivery, identify issues, and develop resolution plans to keep engagements on time and on budget.
Review work in process, perform billing on assigned jobs, and manage budgets, realization, and profitability through planning and monitoring.
Review and, when necessary, perform client accounting work to ensure accuracy and compliance with engagement scope, firm policies, and applicable accounting frameworks.
Identify out-of-scope work, communicate with clients when appropriate before work begins, and coordinate scope updates and change orders with engagement leadership.
Prepare and/or review client KPIs, management reports, and financial statements; lead budgeting, forecasting, dashboards, cost accounting exercises, and other advisory projects as needed.
Manage payroll and sales tax notices and related research, coordinating with internal specialists, agencies, and third-party providers to resolve issues.
Maintain organized records and workpapers for tax and audit readiness and coordinate information requests with internal tax and audit teams.
Support Financial Planning & Analysis and CFO advisory services, including preparing budgets, forecasts, financial models, and KPI reports, and performing analysis to support client decisions.
Develop and strengthen long-term client relationships, serve in a supervisory role within the client’s team, and manage larger team projects from planning through execution.
Own performance management for direct reports by conducting one-on-ones, contributing to goal setting, completing evaluations, and providing ongoing coaching and feedback.
Adopt, champion, improve, and enforce OFAS standard processes and procedures, and ensure internal compliance and execution of client-directed procedures.
Manage unexpected and sometimes urgent client matters and communicate risks, scope changes, and significant issues promptly to Senior Managers, Directors, and Partners.
Maintain direct contact with third-party vendors and service providers for routine client account and support matters, and support implementation of new applications or process enhancements for existing clients.
Collaborate with tax, audit, technology, and advisory departments to deliver integrated client solutions and execute OFAS and firm initiatives.
Use knowledge of KSM services and specialists to identify, shape, and advance opportunities that address client needs and expand relationships.
Deliver exceptional client service and work product, recognizing how engagement success contributes to future opportunities.
Work with practice leaders to identify and expand centers-of-influence relationships aligned with practice priorities.