Outsourced Accounting Services Manager

CBIZ • Minneapolis, MN

17h • Hybrid

About The Position

This role involves managing a client base for accounting services, ensuring timely reporting, and developing client relationships. The position requires a thorough understanding of financial reporting, balance sheet reconciliations, and general ledger structure. The manager will also be responsible for training and supporting team members, preparing 1099 forms, and achieving QuickBooks ProAdvisor status. Occasional remote work with clients is expected, as is adherence to engagement budget constraints. The role requires being in the office at least 3 days per week.

Requirements

• Knowledge of QuickBooks Online and multiple QuickBooks editions
• 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
• Bachelor’s degree
• 6 years of experience in public accounting or related field
• 3 years supervisory experience
• 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

• Achieving ProAdvisor status within 1 year of hire date
• 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
• Reviewing staff level projects primarily for internal use financial statements

What This Job Offers

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