Accounting Services Lead - Build Teams & Improve Ops

Professional Search Group; San Diego (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Professional Search Group is seeking an Accounting Services Manager to lead the accounting services function for a diverse client base in Southern California. You will build and coach a team, develop scalable processes, and drive efficient, high-quality bookkeeping and financial reporting.

The role requires 7+ years of accounting experience, 2+ years in team leadership, and a CPA or equivalent preferred. You will partner with clients and leadership to scale services and deliver value across

Qualifications

• Bachelor's degree in Accounting or related field.
• 7+ years of accounting experience.
• 2+ years of experience managing or building an accounting team.
• CPA or equivalent designation strongly preferred.
• Strong knowledge of bookkeeping and financial statement workflows.
• Experience with engagement budgets and profitability.

Responsibilities

• Lead, develop, and retain the accounting services team, including recruiting, onboarding, training, mentoring, and performance management.
• Manage team workflow, capacity, and production schedules to ensure client work is completed accurately and on time.
• Oversee bookkeeping and financial statement preparation for multiple clients.
• Review financial reporting and identify errors, inconsistencies, and opportunities for improvement.
• Develop and document accounting processes and SOPs to create a scalable and consistent workflow.
• Improve workflow, review procedures, turnaround times, and overall team efficiency.
• Manage multiple client engagements and competing deadlines.
• Assist with scoping engagements, pricing, and setting client expectations.
• Monitor budgets, engagement profitability, production timelines, and team capacity.
• Prepare and manage work-in-progress reporting and provide updates to leadership.
• Work directly with clients and internal leadership to address accounting needs and resolve issues.
• Identify opportunities to expand services and support new business opportunities.
• Track team performance and key operational metrics.
• Help foster a positive, collaborative, and accountable team environment.

Skills

Leadership

Public accounting

Financial reporting

Client management

Team development

Education

Bachelor's degree in Accounting

Tools

QuickBooks Online

Excel

Job description

Professional Search Group is seeking an Accounting Services Manager to lead the accounting services function for a diverse client base in Southern California. You will build and coach a team, develop scalable processes, and drive efficient, high-quality bookkeeping and financial reporting.

The role requires 7+ years of accounting experience, 2+ years in team leadership, and a CPA or equivalent preferred. You will partner with clients and leadership to scale services and deliver value across