Senior Account Manager
4 weeks ago
At Kaufman Rossin, we prioritize our people, their development, and their well-being. As a leader in technology-driven accounting systems, we're seeking a Director of Client Accounting Services to join our dynamic Business Outsourced Services team.
This role is responsible for managing and overseeing all aspects of the accounting function for select clients, including mentoring staff. Key responsibilities include:
- Managing the entire accounting and closing process for a diverse group of clients
- Supervising and ensuring that accounting transactions are properly classified in a timely manner
- Overseeing processing of payroll in a timely manner
- Ensuring that monthly bank reconciliations are completed accurately
- Preparing payroll and sales/use tax filings
- Refining (and documenting) processes in conjunction with evolving AI-enhanced processes
- Maintaining the chart of accounts and other cloud-based accounting systems
- Maintaining a system of controls over accounting transactions
- Issuing timely and complete monthly, quarterly, and annual financial statements
- Developing, preparing, and producing financial and operating metrics
- Managing the production of the annual budget and forecasts
- Creating a narrative that makes numbers speak in a language that everyone can understand and appreciate
Requirements include:
- At least 10 years of experience, including leading or being a senior member of a CAS practice
- Previous experience supervising an accounting team and managing multiple clients
- Knowledge of leading-edge CAS technologies and apps
- Knowledge of local, state, and federal government reporting requirements
- Deep knowledge of the latest tools utilized in a CAS practice, including client collaboration, task management, and closing software
- Advanced QuickBooks Online skills
- Proficient with MS Excel, Word, Teams, Outlook, and Bill
- Knowledge of other cloud-based software applications (Keeper, Reach Reporting, Uncat), and latest AI accounting tools is a plus
We are committed to creating a culture that reflects the diversity of our firm and clients.
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