Senior Manager | Outsourced Accounting Services

CBIZ•San Francisco, CA

1d•Hybrid

About The Position

The Senior Manager will oversee engagement teams and manage all aspects of client engagements, ensuring exceptional service delivery. This role serves as a trusted advisor to clients, supervising and reviewing monthly closes, financial statements, annual budgets, and audit preparations. The Senior Manager will develop a deep understanding of each client’s operations, systems, procedures, and internal controls to deliver tailored solutions and insightful guidance. A strong sense of urgency, accountability, and commitment to quality is essential. The role involves managing client billing, monitoring job progress, and analyzing overruns. Additionally, the Senior Manager will participate in new client development, cultivate sales leads, and assist with the selection and implementation of accounting software. Fostering a collaborative team environment and training/supervising staff accountants are key responsibilities. Other responsibilities and special projects may be assigned.

Requirements

Bachelor's degree required
8 years of experience in public accounting or related field
5 years supervisory experience
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Availability to travel based on business needs

Nice To Haves

Master’s degree in accounting, taxation or related field
Active CPA or equivalent certification
Significant experience with cloud-based accounting and business systems (e.g., QBO, Sage Intacct, NetSuite, Yardi, BILL, Ramp, Gusto, Avalara), including remote collaboration tools
Advanced proficiency in Microsoft Excel and other Microsoft Office applications, including CoPilot.
Demonstrated ability and willingness to apply AI tools to maximize efficiency across engagements, where applicable

Responsibilities

Oversee engagement teams and manage all aspects of client engagements, ensuring exceptional service delivery to assigned clients
Serve as a trusted advisor to clients; supervise and review monthly closes and all deliverables, including financial statements, annual budgets, and audit preparations
Develop a deep understanding of each client’s operations, systems, procedures, and internal controls to deliver tailored solutions and insightful guidance
Demonstrate a strong sense of urgency, accountability, and commitment to quality in the completion of all client deliverables within deadlines
Take ownership of client billing upon becoming familiar with engagement scope and budgeted hours; monitor job progress and analyze overruns, present recommendations for additional billing to the Managing Director
Participate in new client development activities alongside upper management, including attending prospect meetings, contributing to presentations and proposals, and identifying cross-selling opportunities
Actively cultivate all sales leads and convert prospects to new clients, ushering them through the onboarding process
Proactively identify and address financial or operational challenges for clients, offering practical recommendations and solutions
Assist with the selection, implementation, and integration of accounting software and complementary third-party systems (e.g., payroll, POS, time & billing) as needed
Foster a collaborative, high-performance team environment, supporting management initiatives and promoting a positive organizational culture
Train and supervise senior and staff accountants, ensuring objectives are accomplished efficiently and effectively; provide hands-on support as required
Execute other responsibilities and special projects as assigned