Outsourced Management Accounting Manager

LitmanGerson Associates • Woburn, MA

23h • Hybrid

About The Position

At LGA, our primary focus is on our people. As a Manager in LGA's OMA service line, you will be responsible for providing bookkeeping and accounting services to a diverse range of clients, both for-profit and not-for-profit, across various industries - from startups to mature companies. This position combines performing accounting tasks and leveraging technology with developing strong client relationships.

Requirements

• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.).
• Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus.
• Experience with QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) is a plus.
• Ability to review and troubleshoot OMA software issues and guide junior staff in usage.
• Comfortable working in a technology-driven, paperless environment.
• Strong organizational skills, detail oriented, and able to manage multiple deadlines.
• Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line.
• Demonstrated skill in reviewing work prepared by junior team members, identifying errors, and ensuring compliance.
• Ability to mentor and train junior team members, providing constructive feedback.
• Acts as a culture carrier, ensuring alignment with the firm's vision and values.
• Respect for compliance and confidentiality.

Nice To Haves

• Master's degree in Accountancy or Tax or a plan to pursue preferred
• CPA, EA, or QuickBooks Pro Advisor certification or a plan to pursue preferred

Responsibilities

• Performs a variety of accounting functions with demonstrating a deep understanding of professional accounting and bookkeeping practices
• Demonstrates knowledge and efficient utilization of QBO technological features
• Reviews general ledger accounts and performs reconciliations of key accounts.
• Prepares and reviews work papers to support account balances.
• Prepares month-end closings including the recording of adjusting journal entries, as needed.
• Prepares and reviews a Balance Sheet, P & L, and General Ledger under the accrual basis of accounting in a proficient manner.
• Interprets financial reports to produce a budget to actual analysis, KPIs, and trends that are vital to a business's decision-making process
• Onboards new clients
• Trains team members and clients in both accounting and software
• Able to interact with the client regularly and develops client relationships with the client's leadership and accounting teams
• Able to troubleshoot and resolve client inquiries regarding accounting and software concerns.
• Monitors team performance by reviewing the quality of work, timeliness of deliverables, and adherence to client budgets by providing coaching and feedback, when needed
• Able to build strong working relationships in a collaborative environment with team members in all departments
• Identifies and communicates client and engagement concerns as well as progress in a timely and organized manner
• Able to quickly adapt to changing client and business dynamics
• Passion and learning ability to embrace new technological platforms
• Able to work with a sense of urgency and be flexible in tasks and time with managing your workload with adjustments to your schedule, especially during peak workload times in the department
• Able to balance with ease multiple priorities and clients with weekly and monthly deliverables in a fast-paced deadline-driven environment
• Is sought out by peers as a resource in respective specialization(s).
• Participates in the development of staff by leading training sessions and encouraging staff and seniors to do the same
• Effectively communicates accounting issues and developments to clients, provides value added service, and actively seeks specialized knowledge
• Uses Firm's technology platform or external applications to enhance project efficiency; develops technology strategy during project planning.
• Ensures that entire engagement team is utilizing the Firm's technology in the most efficient manner
• Communicates to the engagement team and the client the potential impact of new accounting pronouncements and uses this knowledge to identify additional client service opportunities
• Exhibits advanced skills in client research, documentation, and overall quality assurance.
• Applies in-depth knowledge of the client's industry to advise each client on business process improvements
• Demonstrates expertise in firm-specific software (CCH, Microsoft, QuickBooks, etc.) and encourages engagement team members to use this technology to improve client service and engagement efficiently
• Effectively reviews engagement team deliverables to ensure completeness and accuracy and helps the team to develop self-review skills

Benefits

• The compensation range for this position is $115,000 - $175,000 annually. Actual pay will depend on various factors, including the scope and responsibilities of the role, the candidate's qualifications, skills, experience, and relevant certifications.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 11-50 employees