Oversee a portfolio of healthcare and professional services clients, ensuring a high standard of client service and satisfaction
Coordinate with team members to ensure the accurate and timely completion of weekly accounting activities, month-end close processes, and financial reporting
Review and approve month-end and year-end financial statements in accordance with applicable accounting standards and client requirements
Provide proactive, strategic advisory support related to budgeting, forecasting, and financial planning to help clients achieve organizational objectives
Serve as a subject matter expert for complex accounting matters, providing guidance to both clients and internal team members
Lead, mentor, and develop staff, promoting a culture of collaboration, accountability, and continuous learning
Identify and implement process improvements to enhance efficiency, scalability, and consistency across client engagements
Ensure compliance with internal controls and best practices to maintain the accuracy and integrity of client financial records
Collaborate with internal and external stakeholders, including auditors, tax advisors, and other service providers, to support client needs
Stay informed of emerging healthcare industry trends and regulatory developments and apply relevant insights to client solutions and team operations

CPA or equivalent professional credential preferred
Minimum of seven years of experience in an outsourced accounting or professional services environment
Demonstrated success in business development and client relationship management
Experience with QuickBooks Online, Sage Intacct, Xero, NetSuite, BILL, and Fathom preferred
Ability to effectively collaborate with internal leadership, team members, clients, and external vendors
Strong project management approach with the ability to manage multiple client engagements consistently
Ability to work independently, manage competing priorities, and meet established deadlines
Excellent written and verbal communication skills

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Senior Accounting Manager

Key skills