Outsourced Accounting & Advisory Services Manager
Gross, Mendelsohn & Associates, P.A.•Fair Oaks, VA
•$120,000 - $155,000•Onsite
About The Position
Gross Mendelsohn is seeking an experienced accounting leader to manage a portfolio of outsourced accounting clients and lead a team of accounting professionals. The manager serves as a trusted advisor to clients, overseeing engagements from onboarding through ongoing delivery, providing strategic financial insight, and helping clients modernize their finance functions. The role combines client relationship management, accounting and advisory services, team leadership, technology implementation, and practice growth.
Requirements
- Bachelor’s degree in Accounting.
- Active CPA license.
- At least 8 years of progressive accounting experience.
- Experience managing multiple client engagements simultaneously.
- Strong knowledge of U.S. GAAP and financial reporting.
- Experience leading and developing accounting professionals.
- Excellent communication, organizational, and project management skills.
- Passion for delivering exceptional client service.
Nice To Haves
- Public accounting and/or outsourced accounting experience.
- Experience with nonprofit organizations, government contractors, closely held businesses, professional service firms, or multi-entity organizations.
- Experience with Sage Intacct, QuickBooks Online, BILL, Ramp, AI-enabled accounting tools, and workflow automation tools.
Responsibilities
- Serve as the primary relationship manager for a portfolio of outsourced accounting clients and build trusted advisor relationships with client leadership, finance committees, and boards.
- Lead recurring financial review meetings and translate financial results into actionable business insights.
- Understand clients’ goals, challenges, and long-term objectives; anticipate needs and recommend solutions that improve operations and financial visibility.
- Oversee outsourced accounting engagements from onboarding through ongoing delivery.
- Review month-end and year-end close processes, financial statements, reconciliations, and supporting schedules.
- Assist clients with budgeting, forecasting, cash flow management, KPI reporting, and financial planning.
- Provide technical accounting guidance on complex accounting matters.
- Coordinate with client auditors, tax professionals, and internal stakeholders.
- Identify improvements to accounting processes, internal controls, and financial operations.
- Help clients implement cloud-based accounting solutions, automate manual processes, and identify efficiency opportunities, including through AI-enabled tools.
- Supervise, coach, and mentor Seniors, Staff Accountants, and Associates; review work and provide feedback.
- Delegate work based on staff strengths and development goals.
- Assist with recruiting, interviewing, onboarding, and performance evaluations.
- Foster a collaborative, accountable, and client-focused culture and help develop future leaders in the OAS practice.
- Identify opportunities to expand client relationships and introduce clients to other firm service lines when appropriate.
- Participate in networking, speaking engagements, business development activities, proposal development, and prospective client meetings.
- Contribute ideas to improve the OAS practice, its processes, and the client experience.
Benefits
- Mentorship.
- Professional development.
- Modern technology.
- Meaningful opportunities for growth.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
