Lead, Small Business Advisory & Growth

Socket.dev; Horsham (PA); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Flexible hybrid work model

Travel to client sites (not extensive)

Equal employment opportunity

Job summary

Kreischer Miller’s Small Business Advisory team seeks a Manager to oversee integrated tax, accounting, and advisory engagements for owner-operated and family-owned businesses. You will manage day-to-day client relationships, supervise staff, and ensure timely, high-quality deliverables across engagements in a dynamic, growth-focused firm.

Hybrid work is offered with standard office presence and travel to client sites in the greater Philadelphia area.

Qualifications

• Bachelor’s degree in accounting required.
• CPA license or equivalent certification preferred.
• 6–8 years of public accounting experience with exposure to tax and accounting services.
• Experience managing client relationships and supervising staff.
• Experience serving owner-operated or family-owned businesses desired.

Responsibilities

• Lead concurrent engagements integrating tax compliance, accounting, and advisory work.
• Act as primary day-to-day relationship manager for assigned clients.
• Coordinate work across internal teams and manage deadlines and economics.
• Review tax returns and supporting workpapers for accuracy and consistency.
• Research tax and accounting topics and present practical conclusions to clients.
• Coordinate information gathering and client communications throughout the engagement.
• Identify opportunities for advisory expansion and cross-sell services.
• Provide coaching and mentorship to staff and participate in business development.

Skills

Client relationships

Tax planning

Accounting review

Staff supervision

Research & communication

Billing & engagement management

Education

Bachelor’s degree in accounting

CPA license preferred

Job description

Kreischer Miller’s Small Business Advisory team seeks a Manager to oversee integrated tax, accounting, and advisory engagements for owner-operated and family-owned businesses. You will manage day-to-day client relationships, supervise staff, and ensure timely, high-quality deliverables across engagements in a dynamic, growth-focused firm.

Hybrid work is offered with standard office presence and travel to client sites in the greater Philadelphia area.