Manager

Clark Schaefer Hackett; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Clark Schaefer Hackett seeks an experienced Manager to lead accounting engagements and client relationships. You will oversee timely delivery, review financial statements, and guide a distributed team across onshore and Mumbai to ensure accuracy and compliance.

The ideal candidate will have 5–8 years of accounting experience (including review and coaching), a Bachelor’s degree in accounting or finance, and CPA/CMA as a plus. Strong Excel and QuickBooks/Xero/Sage 50 skills are essential.

Qualifications

• Bachelor’s degree in accounting or finance is required.
• 5–8 years of accounting experience, with 2+ years in a review capacity.
• CPA or CMA is preferred.
• Experience managing outsourced accounting portfolios is preferred.
• Experience with financial statement preparation or compilation engagements is required.
• Experience supervising offshore or distributed delivery teams is preferred.
• Advanced Excel skills and ledger reconstruction ability are required.

Responsibilities

• Own timely, accurate delivery across monthly, quarterly, and annual engagements.
• Review trial balances, reconciliations, schedules, and year-end packages.
• Approve preparation and compilation engagements per firm standards.
• Scope and oversee cleanup and multi-period recon engagements.
• Manage portfolio budgets, billing, realization, and calendars.
• Serve as first-line client relationship owner for scope, timing, and fees.
• Lead advisory opportunities including cash flow forecasting and FP&A.
• Allocate work and manage capacity across onshore and offshore teams.
• Coach 4–8 team members and provide performance input.
• Drive process improvements to improve first-pass quality and reduce rework.
• Engage in networking, proposals, and industry activities.

Skills

Team leadership

Client relationships

Accounting expertise

Advanced Excel

QuickBooks Online

QuickBooks Desktop

Xero

Sage 50

Distributed delivery

Project management

Education

Bachelor’s degree in accounting or finance

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!

Responsibilities

• – 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 escalation 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.

Candidate Profile

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 enviro