Accounting Manager

4 weeks ago


Woodbridge, New Jersey, United States Phaxis Full time

Accounting Manager Opportunity

Phaxis is seeking an experienced Accounting Manager to join its team in Woodbridge, New Jersey. The successful candidate will be responsible for managing complex accounting clients, providing accounting and reporting services, and leading and reviewing the work of assigned staff members.

Key Responsibilities:

  • Accounting and Financial Reporting:
    • Analyze and summarize current and historical client financial data to support the preparation of unaudited statements, including balance sheets, statements of net worth, income statements, budgets, and cash flow statements.
    • Provide consolidated statements of financial activity for complex families and their trusts, partnerships, and other entities.
    • Respond quickly and professionally to clients' ad hoc analysis and reporting needs.
    • Assist with preparation and filing of vendor 1099s on an annual basis.
    • Ensure data accuracy and professional presentation of output for assigned clients.
  • Staff Management:
    • Provide daily guidance and training to assigned accounting staff on all accounting and reporting procedures.
    • Coordinate interaction with relevant other service teams and client advisory teams.
  • Controls and Audit:
    • Provide leadership in maintaining and enhancing controls and procedures related to client service delivery.
    • Proactively incorporate regulatory requirements and operational risk management in all areas with an audit mindset.

Requirements:

  • Bachelor's degree in accounting or finance with a minimum of five to seven years relevant work experience.
  • CPA highly desired.
  • Proficiency in the use of QuickBooks accounting software required.
  • Individual and small business accounting experience beneficial.
  • Demonstration of a progression in responsibility with direct staff oversight experience.
  • Organizational skills with the ability to prioritize and manage multiple assignments for several clients in a fast-paced environment.
  • Demonstrated ability to use tact, discretion, confidentiality, and good judgment in handling sensitive and confidential matters and documentation.


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