Outsourced Accounting Services Manager

CBIZ, Inc.•Minneapolis, MN

53d•Hybrid

About The Position

Essential Functions and Primary Duties Obtaining and maintaining a thorough understanding of financial reporting, balance sheet reconciliations and general ledger structure Managing a client base for weekly, monthly, quarterly, and annual accounting services and special projects and ensuring timely reporting Developing and maintaining relationships with internal staff and clients Occasionally working remotely with clients at their off-site locations to facilitate their financial reporting needs Adhere to engagement budget constraints and complete assigned tasks with the time requested Providing various training and support for other team members of the client accounting and advisory group and other firm departments Preparation and/or review annual 1099 forms Knowledge of QuickBooks Online and multiple QuickBooks editions, further achieving ProAdvisor status within 1 year of hire date Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook Familiarity with payroll processing and processing of payroll via third-party payroll providers Excellent communication skills (both verbal and written), and the ability to work well in a team environment Reviewing staff level projects primarily for internal use financial statements In office at least 3 days per week Additional responsibilities as assigned Preferred Qualifications Combination of experience in public and private accounting a plus Knowledge and understanding of GAAP, Cash Basis Accounting, Tax Accounting, and Depreciation Experience with other accounting and ERP software, such as NetSuite, Intacct, and Dynamics a plus Attending networking and marketing events Ability to maintain a high level of confidentiality and ethics

Requirements

Bachelor's degree
6 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
Proficient use of applicable technology

Nice To Haves

Combination of experience in public and private accounting a plus
Knowledge and understanding of GAAP, Cash Basis Accounting, Tax Accounting, and Depreciation
Experience with other accounting and ERP software, such as NetSuite, Intacct, and Dynamics a plus
Attending networking and marketing events
Ability to maintain a high level of confidentiality and ethics

Responsibilities

Obtaining and maintaining a thorough understanding of financial reporting, balance sheet reconciliations and general ledger structure
Managing a client base for weekly, monthly, quarterly, and annual accounting services and special projects and ensuring timely reporting
Developing and maintaining relationships with internal staff and clients
Occasionally working remotely with clients at their off-site locations to facilitate their financial reporting needs
Adhere to engagement budget constraints and complete assigned tasks with the time requested
Providing various training and support for other team members of the client accounting and advisory group and other firm departments
Preparation and/or review annual 1099 forms
Knowledge of QuickBooks Online and multiple QuickBooks editions, further achieving ProAdvisor status within 1 year of hire date
Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook
Familiarity with payroll processing and processing of payroll via third-party payroll providers
Excellent communication skills (both verbal and written), and the ability to work well in a team environment
Reviewing staff level projects primarily for internal use financial statements
In office at least 3 days per week
Additional responsibilities as assigned