Job Description

Client Accounting and Advisory Services (CAAS) Senior Manager

Job Description:

The Client Accounting and Advisory Services (CAAS) Senior Manager is responsible for overall management of the client accounting services division including supervision and scheduling of staff, calculating pricing proposals and managing departmental budget, responsible for department’s overall client portfolio, and delivering an exceptional client experience in line with the firm’s core values.

Supervisory Responsibilities:

Manages the Accounting Services personnel who are responsible for financial reporting, accounts receivable, accounts payable, payroll, and budget preparation.

Recruits and hires accounting and financial staff and conducts annual discussion for staff’s professional development.

Coordinates training programs for new staff and identifies training needs for current staff.

Serve as a positive role model and resource to all Accounting Services personnel.

Job Responsibilities:

Manages client onboarding process.

Manages division’s overall client portfolio.

Develops and manages division budget, anticipates, and communicates budget issues, identifies opportunities to improve engagement profitability and assists with billings.

Responsible for assignment of client services to staff and monitors status of work deliverables (WIP tracking)

Reviews deliverables of staff for accuracy and completeness in line with position

Follows up on all referred opportunities and meets with prospective clients to develop estimates for potential accounting and consulting services.

Participation in hiring processes for division staff.

Staff supervision includes: coaching, advising and supporting team members in meeting client and professional development expectations.

Conducts periodic discussion of all staff and manages their professional development.

Participates in firm marketing efforts at levels in line with position.

Develops and maintains technical knowledge of GAAP and tax regulations as they pertain to accounting services.

Skilled in functionality and compliance of accounting software utilized by client.

Shares and transfers knowledge with team members and develops a network of resources within the firm to facilitate the sharing of information.

Attends continuing professional education to further develop knowledge and skill.

Business Development

Present service options to potential clients.

Is alert to potential opportunities and refers these to the appropriate specialist within the firm.

Actively participate in community and professional organizations.

Participate in recruitment forums.

Participate in proposals and presentations.

Knowledge, Skills, and Abilities:

Required:

Strong knowledge in accounting principles and practices

Strong interpersonal and relationship building skills.

Strong communication and presentation skills

A general and growing knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas

Knowledge and ability to use Microsoft Suite of Products (Word, Excel, Outlook)

Technical knowledge in accounting and business management software, e.g., QuickBooks, QuickBooks Online, Accounting CS, UltraTax CS, Fixed Assets CS, Payroll CS, Bill.com, and Right Networks

Education and Experience:

Required:

9+ years in accounting principles and practices experience.

Bachelor’s degree in Accounting or Business Administration required.

Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. We were recently named one of the Fastest Growing Accounting Firm and Business in the Fresno area by the Fresno Business Journal. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 80 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.

Boos & Associates, a Professional Corporation recognizes our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

Job Type: Full-time

Pay: $150,000.00 - $190,000.00 per year

Benefits: