Location: (Remote - Residing in DFW)
with initial in-person meetings twice per week and on-site client support as needed per an agreed-upon schedule.
Position Summary
The Accounting Manager is responsible for the overall financial management of assigned clients.
Required Qualifications
- 3+ years of public accounting experience
- In-depth knowledge of QuickBooks Online
- Reside in the DFW area, with availability to meet in person at least twice weekly during the initial period and attend client sites as needed per an agreed-upon schedule
- Strong organizational skills with the ability to manage multiple priorities calmly and professionally
- Ability to work independently, identify required tasks, and complete work efficiently
- Well-developed written and verbal communication skills
- Demonstrated ability to manage administrative details that support team effectiveness
- Client-focused, forward-thinking approach
- Interest in and willingness to develop business development skills through training and mentorship
Preferred Qualifications
- Bachelor’s degree in Business or a closely related field
- Active CPA license
- Experience supporting transactions, including buy/sell activity or due diligence
Essential Job Functions
- Identify and establish month-end close processes for new clients
- Create and maintain charts of accounts (COA) aligned with client needs; direct changes with staff accountants
- Identify required client filings, including federal, state, and local income, sales tax, and other compliance requirements
- Lead payroll and sales tax filings as specified by clients
- Restore prior-period financials as necessary in collaboration with managers and staff
- Review monthly reconciliations to prepare financial statements and present results to clients
- Process payroll and coordinate monthly, quarterly, and annual filings
- Support accounts payable functions, ensuring 1099 compliance
- Lead process improvement initiatives to improve financial transparency (e.g., COA design, reconciliations, new entity setup)
- Provide forward-looking, client-centered recommendations
- Administer sales tax requirements as needed
- Provide feedback and guidance to staff accountants
- Respond to client inquiries in a timely and thoughtful manner (mandatory 24-hour response time)
- Attend weekly team meetings and monitor communications daily
- Track task progress in ClickUp and meet agreed-upon deadlines