Outsourced Accounting & Advisory Services Manager

GRF CPAs & Advisors
15h$120,000 - $165,000Hybrid

About The Position

GRF CPAS & Advisors has been part of the Washington, DC metropolitan region since 1981. The firm provides outsourced accounting, auditing, risk advisory and consulting, and tax services to an extensive client base, which consists of nonprofit organizations, government contractors, professional service firms and others. Looking for Manager/Senior Controller role at an energetic & passionate company? GRF CPAS & Advisors, a Bethesda, MD CPA Firm is in search of a Supervisor/Controller join our Outsourced Accounting and Advisory Services team. This position is fully remote although persons local to the DMV area are welcomed to come to the office at any time. The OAAS Manager plays a pivotal role in the Outsourced Accounting and Advisory Services (OAAS) practice by overseeing day-to-day accounting operations, supervising staff, and delivering high-quality, audit-ready financial reporting for a portfolio of nonprofit and/or government contractor clients. This position ensures client engagements are executed smoothly and efficiently, serving as a bridge between the engagement team and senior leadership. Managers are expected to proactively build and strengthen client relationships - serving as trusted advisors who understand client goals, anticipate needs, and contribute insights - while managing deliverables, budgets, and team development in support of firm growth and culture.

Requirements

  • Bachelor’s degree in accounting and at relevant experience in public accounting/outsourced accounting, demonstrating a progression in complexity, scope, and number of engagements managed. Typically 5-10 years’ experience, but this is highly dependent on the type of experience.
  • Effective written and oral communications with employees, partners, and clients, and vendors.
  • Organize projects set priorities and delegate tasks under constantly changing circumstances for different clients and partners
  • Assume lead role in planning and implementing assigned projects
  • Keep long term objectives in mind while focusing on daily activities
  • Maintain confidentiality of sensitive firm and client information
  • Demonstrated ability to bring in new business
  • Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.
  • Participates in career development program to improve managerial, communication, and interpersonal skills.
  • Acts as mentor to less experienced staff
  • Proficiency in use of modern accounting technology such as QuickBooks, Sage Intacct, Bill.com, Nexonia, Excel, Generative AI, etc.

Nice To Haves

  • CPA preferred but not required

Responsibilities

  • Oversee daily accounting operations and deliverables for a portfolio of nonprofit and/or government contractor clients.
  • Ensure timely and accurate monthly close processes, financial reporting, and compliance requirements (e.g., grant and contract compliance, etc.).
  • Serve as the primary point of contact for ongoing client communications; maintain regular touchpoints to foster trust and address evolving needs.
  • Support client onboarding by establishing workflows, timelines, and expectations; coordinate with clients and internal teams to ensure a smooth transition.
  • Regularly present financial results and key insights to client management and leadership teams.
  • Plan, schedule, and staff engagements using firm policies and procedures; delegate effectively to promote staff development and operate at highest and best use.
  • Monitor engagement budgets, time budgets, and resource utilization; assist with billing and contribute to realization and utilization goals for assigned clients.
  • Identify opportunities to add value through process improvements, automation, and advisory insights; begin developing awareness of client service expansion opportunities.
  • Review and evaluate internal controls and work programs prepared by staff; provide real-time coaching, training, and feedback, including explaining reasoning behind corrections.
  • Supervise and review work of Staff and Senior Accountants and mentor Supervisors as needed; actively participate in the department coaching program as a coach to assigned team members.
  • Ensure that client financial statements and supporting schedules are prepared in accordance with GAAP, applicable regulations, and firm standards; proactively identify GAAP implications in client transactions.
  • Anticipate problem areas and questions that may arise; keep partner/leadership informed of significant developments, analyze issues, and recommend solutions.
  • Model professionalism in virtual and in-person settings (responsiveness, meeting etiquette) and promote an inclusive, accountable, and collaborative team culture.
  • Stay current on relevant standards, regulations, and industry trends affecting nonprofit and government contractor clients; maintain proficiency in the OAAS technology stack and modern cloud-based accounting tools.
  • Acts as an instructor in professional development programs.
  • Prepares other reports and projects as requested from time to time by the partners.
  • Such other duties as may be assigned.
  • Participates in firm's practice and proposal development efforts.

Benefits

  • We offer a competitive benefits package, including a 401(k) plan with profit sharing, employer-supported medical coverage, company-paid life and disability insurance, student loan repayment, generous PTO, and a culture that fosters flexibility and career development.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service