Manager

Strategic HR Client Job Openings; Cincinnati (OH); Remote; USD 90,000 - 130,000; Full time

Job summary

Clark Schaefer Hackett seeks an experienced Manager to own delivery across a portfolio of clients and lead a distributed team. You will review financial statements, manage budgets and realization, and serve as the first point of contact for clients.

The ideal candidate has 5–8 years of accounting experience (2+ years in a review role, 1 year coaching others), a Bachelor's in accounting or finance, CPA/CMA preferred, and advanced Excel.

Qualifications

• Bachelor’s degree in accounting or finance; required.
• 5–8 years of accounting experience; at least 2 years in a review capacity; required.
• CPA or CMA; preferred.
• Experience managing a high-volume portfolio of outsourced accounting, compilation or after-the-fact clients; preferred.
• Experience with offshore or distributed delivery teams; preferred.
• Advanced Excel skills, including reconstructing ledgers and building reusable schedules.
• Proficiency with QuickBooks Online and Desktop; working knowledge of Xero, Sage 50, or similar.
• Strong project management, coaching, and relationship-building skills.
• Ability to work across time zones and cultures; travel as needed.

Responsibilities

• Own timely delivery across monthly, quarterly, and annual engagements.
• Review trial balances, reconciliations, statements, and year-end packages; approve before release.
• Approve preparation and compilation engagements per firm standards and guidelines.
• Scope, price, and oversee cleanup and multi-period reconstructions.
• Manage portfolio budgets, billing, realization, margins, and calendars.
• Serve as first-line client relationship owner; set scope, timing, and fees; lead recovery when needed.
• Pursue advisory opportunities such as cash flow forecasting and financial planning and analysis.
• Allocate work across onshore and offshore teams; maintain standards.
• Coach 4–8 team members; provide performance input to Senior Manager.
• Improve first-pass quality and reduce rework.

Skills

Leadership

Client relationships

Coaching others

Project management

Excel proficiency

Education

Bachelor's degree in accounting or finance

CPA or CMA

Tools

QuickBooks Online

QuickBooks Desktop

Xero

Sage 50

Job description

Job Opportunity: Manager with Clark Schaefer Hackett

Are you an experienced accounting leader who enjoys developing teams, strengthening client relationships, and improving how work gets done? Do you thrive in a high-volume environment where quality, accountability, and collaboration matter? If so, we want you to join our team!

As a Manager, you will own delivery across a portfolio of clients and lead the team delivery model that supports them. You will review and approve financial statements and workpaper packages, manage portfolio budgets and realization, guide team members day to day, and serve as the first point of contact for clients.

Responsibilities include:

• Own timely, accurate delivery across a portfolio of monthly, quarterly, and annual after-the-fact accounting engagements.
• Perform detailed review of trial balances, reconciliations, schedules, financial statements, and year-end tax preparer packages, approving work before release.
• Approve preparation and compilation engagements in accordance with firm standards, documentation requirements, and reporting guidance.
• Scope, price and oversee cleanup, catch-up, and multi-period reconstruction engagements.
• Manage portfolio budgets, billing, realization, margin, and compliance calendars across a high-volume book of business.
• Serve as the first-line client relationship owner, setting expectations for scope, timing and fees and leading to recovery when issues arise.
• Take on advisory service opportunities that support clients’ broader business needs, including strategic planning, cash flow forecasting, and financial planning and analysis.
• Allocate work and manage capacity across the onshore and Mumbai teams, maintaining consistent workpaper, review and handoff standards.
• Supervise and coach 4–8 team members day to day, including the Mumbai Deputy Manager, and provide documented performance input to the Senior Manager.
• Use review points, feedback, training and process improvements to improve first-pass quality, reduce rework, and develop team capability.
• Resolve portfolio accounting questions and escape only novel or high-risk matters.
• Participate in networking, referral conversations, proposal development, and firm industry-segment activities.
• Identify clients ready to migrate into Managed Accounting Services and connect clients with additional firm specialists when needs arise.

The ideal candidate is a confident reviewer and client advisor who can manage competing priorities, coach a distributed team, and communicate accounting outcomes clearly to business owners and their advisors. Additionally, this candidate will have:

• Bachelor’s degree in accounting or finance; required.
• 5-8 years of accounting experience, including at least 2 years in a review capacity and at least 1 year directing and coaching the work of others; required.
• CPA or CMA; preferred.
• Experience managing a high-volume portfolio of outsourced accounting, compilation or after the fact clients; preferred.
• Experience with financial statement preparation or compilation engagements and related documentation and reporting requirements; required.
• Experience working with or supervising an offshore or distributed delivery team; preferred.
• Advanced Excel skills, including reconstructing ledgers from unstructured client data and building reusable schedules.
• Administrator-level proficiency in QuickBooks Online and QuickBooks Desktop, plus working proficiency in Xero, Sage 50, or another client-side accounting platform.
• Strong project management, review, coaching, and relationship-building skills.
• Ability to work effectively across time zones and cultures in a fully paperless environment.
• Availability for additional hours during close, cleanup engagements and tax-season peaks, with occasional travel to client or firm locations.

This is an opportunity to lead meaningful client work while developing people and improving a collaborative delivery model across locations. Success in this role is measured by portfolio quality and timeliness, budget and realization performance, effective review and coaching, strong client retention, seamless teamwork in serving clients, and thoughtful identification of growth opportunities.

This is a desk-based, remote-capable role. The successful candidate must be able to perform the essential functions of the position with or without reasonable accommodation, including extended computer use, frequent telephone and video communication, occasional lifting of up to fifteen pounds, and occasional travel.