Business Advisory Manager

Paylocity; Spartanburg (SC); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Very competitive compensation

401(k)

Medical benefits

Firm sponsored continuing education

Job summary

Platform Accounting Group is seeking a Business Advisory Manager for our Greenville, SC office on a hybrid schedule. You will manage all client work, oversee teams, and deliver financial statements and advisory outputs on deadlines.

You will coach staff, build client relationships, and apply GAAP while expanding services across individuals and businesses. This role emphasizes risk assessment, proactive problem solving, and superior client service.

Qualifications

• 5 - 15 years of professional accounting experience, preferably across multiple clients and industries.
• Ability to create and understand accurate financial statements.
• Experience with NetSuite and Sage Intacct a plus.
• Bachelor’s degree required (or equivalent experience), Master’s Degree preferred.
• CPA preferred.
• Superior accuracy and technical expertise, knowledge of client industries.
• Excellent communication, attention to detail, strong analytical skills
• Expert use of accounting software & systems, and ability to learn new systems quickly.
• Excellent customer service and interpersonal skills
• Proactive problem solving and project management.

Responsibilities

• Manage all client work
• Teach, coach, and train team members at various levels.
• Oversee and review work from entry level & senior staff.
• Provide accounting and advisory services for a variety of clients, including individuals and businesses in a variety of industries.
• Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries.
• Perform complex adjustments and reconciliations on books; clean-up of accounting systems and records.
• Utilize accounting software and systems to prepare financial reports, ensuring adherence to accounting standards such as GAAP.
• Propose and set up accounting systems and services for new clients through QuickBooks Online
• Prepare and file sales tax returns, record and report fixed assets and personal property.
• Utilize strong industry knowledge and research abilities to provide high level service on complex projects.
• Proactive risk and compliance assessments, and best practice recommendations to clients.
• Manage personal and team projects, manage competing priorities, and ensure timely completion of projects and adherence to deadlines.
• Develop relationships with clients?and gain understanding of their finances and businesses.
• Interpret financial reports provided by clients, and within accounting software.
• Propose and record journal entries for business clients.
• Build knowledge of tax laws and accounting practices to better serve our client’s needs.

Skills

Communication

Analytical skills

Project management

Attention to detail

Customer service

Education

Bachelor's degree

Master's degree preferred

CPA preferred

Tools

NetSuite

Sage Intacct

QuickBooks Online

Job description

Description

This position is for our office located in Greenville, SC - We are open to a hybrid schedule

The Business Advisory Manager is a key part of our team - In this role, you will be directly responsible for the timely completion of each engagement, including the general bookkeeping, payroll, and business advisory work for a variety of individual and business clients across the entire organization. The Business Advisory Manager must know the structure of their team well and deploy the team’s strengths across client engagements accordingly. You will review work done by Business Advisors and Senior Business Advisors, manage all client work, and deliver financial statements (and various other deliverables) on deadlines while communicating with the Senior Manager.

Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for, while providing a first-class experience for each team member.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 16 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

• Manage all client work
• Teach, coach, and train team members at various levels.
• Oversee and review work from entry level & senior staff.
• Provide accounting and advisory services for a variety of clients, including individuals and businesses in a variety of industries.
• Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries.
• Perform complex adjustments and reconciliations on books; clean-up of accounting systems and records.
• Utilize accounting software and systems to prepare financial reports, ensuring adherence to accounting standards such as GAAP.
• Propose and set up accounting systems and services for new clients through QuickBooks Online
• Prepare and file sales tax returns, record and report fixed assets and personal property.
• Utilize strong industry knowledge and research abilities to provide high level service on complex projects.
• Proactive risk and compliance assessments, and best practice recommendations to clients.
• Manage personal and team projects, manage competing priorities, and ensure timely completion of projects and adherence to deadlines.
• Develop relationships with clients?and gain understanding of their finances and businesses.
• Interpret financial reports provided by clients, and within accounting software.
• Propose and record journal entries for business clients.
• Build knowledge of tax laws and accounting practices to better serve our client’s needs.

What we look for:

• 5 - 15 years of professional accounting experience, preferably across multiple clients and industries.
• Ability to create and understand accurate financial statements
• Experience with NetSuite and Sage Intact a plus
• Bachelor’s degree required (or equivalent experience), Master’s Degree preferred.
• CPA preferred.
• Superior accuracy and technical expertise, knowledge of client industries.
• Excellent communication, attention to detail, strong analytical skills
• Expert use of accounting software & systems, and ability to learn new systems quickly.
• Excellent customer service and interpersonal skills
• Proactive problem solving and project management.

What we offer:

• Tremendous opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Very competitive compensation
• 401(k) and medical benefits
• Firm sponsored continuing education