Consulting Accounting Manager

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Summary:

The Consulting Accounting Manager is a working manager responsible for both delivering accounting services to their own portfolio of clients and leading a small team to ensure timely, accurate service delivery across all client engagements. This role requires strong accounting skills, excellent project management abilities, and the discipline to meet deadlines consistently while holding others accountable to the same standards.

Responsibilities:A. Client Accounting Services (Own Portfolio)

• Manage a portfolio of clients, serving as their primary accountant and point of contact.
• Perform monthly bookkeeping tasks including:
• Bank and credit card reconciliations
• Journal entries, accruals, and adjustments
• Month-end and year-end closing procedures
• Prepare and deliver monthly financial statements to clients.
• Process client payroll accurately and on schedule.
• Prepare and review accounts payable (AP) reports.
• Prepare and review accounts receivable (AR) reports.
• Review expense categories for accuracy and consistency month over month.
• Lead software implementations for clients, including setup, configuration, and training on accounting systems.
• Develop and implement accounting processes and workflows tailored to client needs.
• Conduct regular client-facing meetings to review financials, discuss deliverables, and address questions or concerns.
• Communicate proactively with clients regarding deadlines, deliverables, and any issues.
• Coordinate with external tax accountants on client tax filings as needed.

B. Quality Assurance and Oversight

• Oversee the accuracy of all bookkeeping performed by team members before client delivery.
• Review and approve financial statements prepared by staff.
• Review payroll processing completed by team members for accuracy and compliance.
• Review AP and AR reports prepared by staff for completeness and accuracy.
• Identify and correct errors before deliverables are sent to clients.
• Ensure compliance with company standards, procedures, and accounting best practices.

C. Team Leadership and Accountability

• Manage and supervise a team of 2-3 direct reports, including remote/overseas team members.
• Conduct regular check-ins with team members to monitor progress, provide feedback, and address obstacles.
• Hold team members accountable to deadlines and quality standards through clear expectations and consistent follow-up.
• Provide training, coaching, and mentoring to support team development.
• Coordinate work across time zones to ensure seamless collaboration with remote staff.

D. Project Management and Workflow Oversight

• Track all client deliverables—both personal and team—and ensure deadlines are consistently met.
• Manage project timelines using the company's project management system (Double).
• Identify bottlenecks and implement solutions to improve workflow efficiency.
• Recommend and implement process improvements to increase team productivity.
• Ensure proper documentation and organization of client files and work papers.
• Redistribute workload as needed to ensure all deadlines are met.

E. Client Communication and Escalation

• Handle escalated client concerns from team members and work to resolve issues promptly.
• Ensure all client interactions—personal and team—are professional, courteous, and timely.
• Step in to support team members on complex client situations as needed.

F. Professional Development

• Maintain required Continuing Professional Education (CPE) hours in accordance with certification and licensing standards.
• Stay current with accounting regulations, software updates, and industry best practices.
• Pursue ongoing professional development to enhance skills in financial management, leadership, and client advisory services.

Qualifications:

• Education: Bachelor's degree in Accounting required.
• Experience: 5-7 years of accounting experience, with at least 2 years in a supervisory or team lead role required.
• Accounting Skills: Strong working knowledge of bookkeeping, reconciliations, financial statement preparation, payroll processing, and AP/AR management.
• Software Implementation: Experience implementing or configuring accounting software for clients is a plus.
• Project Management: Demonstrated ability to manage multiple clients and projects simultaneously while meeting all deadlines.
• Reliability:Consistent attendance and dependability are essential for this role.
• Communication: Strong written and verbal communication skills for client and team interactions.
• Organization: Exceptional organizational skills and attention to detail.
• Technology: Proficiency with QuickBooks Online required. Experience with payroll systems and project management tools preferred.
• Remote Management: Experience coordinating with remote team members across different time zones is a plus.
• Transportation: Valid driver's license and reliable transportation required for client site visits.

Work Environment:

• This is a hybrid position based in the Houston, TX area.
• Client site visits are required approximately 3 days per week.
• Remote work is available for non-client-facing days.
• Flexible schedule with the ability to set your own hours within reason, coordinating with clients and team members as needed.

Compensation & Benefits:Compensation

• Base Salary: $85,000 - $115,000 annually, commensurate with experience.
• Mileage Reimbursement:Provided for client site visits.
• Revenue Share: Earn additional compensation through revenue share for new services sold to existing clients or new client onboarding.

Benefits

• Medical Insurance:75% employer-paid for employee coverage.
• Dental & Vision Insurance:75% employer-paid for employee coverage.
• Life Insurance: Employer-paid life insurance.
• Supplemental Insurance:Access to supplemental coverage including critical illness, telehealth, cancer, heart, stroke, and additional life insurance.
• 401(k): Company match up to 5% of salary.

Time Off

• Unlimited PTO: Available after 90 days of employment.
• Paid Holidays:11 paid holidays per year.
• Extended Thanksgiving Break:Additional paid time off during Thanksgiving week.
• Winter Holiday Break: 2-week paid office closure from late December through early January.

Job Type: Full-time

Pay: $85, $115,000.00 per year

Benefits:

• 401(k)
• 401(k) 5% Match
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Travel reimbursement
• Unlimited paid time off
• Vision insurance

Work Location: Hybrid remote in Spring, TX 77380