Advisory Manager

Liberty Personnel Services, Inc.; Ambler (Montgomery County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Base Salary + 10% Bonus potential

Profit sharing

401K match

Paid time off

Paid holidays

Summer Fridays

Insurance packages

Wellness programs

Growth opportunities

Job summary

Liberty Personnel Services, Inc. is seeking an experienced Manager to lead client engagements and deliver strategic accounting and financial advisory services to privately held businesses. This in-person role emphasizes mentoring staff and partnering with leadership on complex initiatives.

You will manage engagements and build strong client relationships. The ideal candidate has a public accounting or advisory background, excels in client-facing situations, and has prior experience leading teams

Qualifications

• 6+ years in public accounting, accounting advisory, or financial consulting.
• Active CPA or in progress of licensure preferred.
• Experience with middle-market privately held businesses on accounting/operational matters.
• Experience supervising accounting staff.
• Experience with transaction advisory, mergers and acquisitions, or business transitions is a plus.

Responsibilities

• Lead accounting advisory engagements for privately held businesses, including financial reporting, compilations, reviews, and other consulting services.
• Serve as a trusted advisor on accounting operations, reporting, budgeting, forecasting, cash flow management, and process improvements.
• Assist clients with strategic initiatives such as business transitions and capital transactions.
• Oversee engagement planning, timelines, staffing, and quality control.
• Review staff work for accuracy and US GAAP compliance.
• Develop, mentor, and coach accounting professionals.
• Build long-term client relationships and identify opportunities to expand services.
• Collaborate with professionals across financial disciplines to deliver comprehensive client solutions.

Skills

Public accounting

Client management

Team leadership

Financial advisory

CPA licensure

Education

Bachelor's degree in Accounting/Finance

Tools

US GAAP

Job description

Position Summary

A growing professional Tax, Accounting, and Audit advisory services firm is seeking an experienced Manager to lead client engagements and provide strategic accounting and financial advisory services to privately held businesses. This position offers the opportunity to manage client relationships, be a key mentor to other accounting professionals, and partner with leadership on a variety of complex financial initiatives. This is a stakeholder visible position!

The ideal candidate has a strong public accounting or advisory background, excellent client-facing skills, and experience leading teams while delivering high-quality financial solutions.

Responsibilities

• Manage accounting advisory engagements for privately held businesses, including financial reporting, compilations, reviews, and other consulting services.
• Serve as a trusted advisor to clients by providing guidance on accounting operations, financial reporting, budgeting, forecasting, cash flow management, and process improvements.
• Assist clients with strategic initiatives such as business transitions, capital transactions, and other financial projects.
• Oversee engagement planning, project timelines, staffing, and quality control.
• Review work prepared by staff and senior accountants to ensure accuracy and compliance with U.S. GAAP.
• Develop, mentor, and coach accounting professionals to support their technical and career growth.
• Build and maintain long-term client relationships while identifying opportunities to expand service offerings.
• Collaborate with professionals across multiple financial disciplines to deliver comprehensive client solutions.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA (or in the progress of obtaining a licensure) is strongly preferred.
• 6+ years of experience in public accounting, accounting advisory, or financial consulting.
• Experience with middle market privately held businesses on accounting and operational matters.
• Previous experience managing and/or supervising accounting staff.
• Experience with transaction advisory, mergers and acquisitions, or business transition projects is a plus

This is a permanent full-time position with the organization offering a comprehensive benefits package including (Base Salary, 10% Bonus potential, profit sharing, medical/dental/vision, paid time off, paid holidays, 401K match, Summer Fridays, insurances, wellness programs and growth potential that is unlimited).

Working Situation

This is an in person on site 5 days to start with hybrid options down the road.