Manager Advisory Services

L&H CPAs · Advisors; Dallas (TX); Hybrid; USD 110,000 - 160,000; Full time

Job summary

L&H CPAs & Advisors, LLC in Dallas, TX, seeks a Manager, Advisory Services to lead engagement delivery and client relationships for a diverse portfolio. The role combines technical execution with oversight, maintaining quality, economics, and client outcomes in a hybrid work setting.

You will own the close process, develop management reporting, and supervise Associates while coordinating with the Director on scope and expansion of advisory services for privately held and founder-led companies.

Qualifications

• Six or more years of relevant experience across public accounting, outsourced controller and CFO services, transaction advisory, or corporate accounting leadership.
• Demonstrated controller-level capability, including ownership of a close process.
• Substantive review experience and the ability to develop staff through the review process.
• Proven effectiveness in direct interaction with business owners and executive management.
• Strong technical accounting foundation in U.S. GAAP for privately held companies.

Responsibilities

• Own the monthly and quarterly close process for assigned clients, including review of the general ledger, accruals, account reconciliations, adjusting journal entries, and supporting workpapers
• Ensure financial statements are accurate, timely, and defensible for use by ownership, boards, lenders, investors, and prospective acquirers
• Develop and maintain management reporting packages, including key performance indicators, dashboards, budget-to-actual analysis, cash forecasting, and accompanying analytical commentary
• Design and implement accounting processes, internal controls, and close calendars for clients whose finance infrastructure has not kept pace with the business
• Resolve technical accounting matters and coordinate with the firm's tax on matters requiring cross-divisional input
• Review Associate work product, including financial models, diligence schedules, reporting packages, and workpapers, for technical accuracy, completeness, and analytical sufficiency
• Direct and review first-line accounting work performed by the firm's general accounting team, and maintain standards for quality and turnaround
• Train and develop Associates through structured review, direct coaching, and progressive delegation of responsibility
• Scope engagements, allocate staffing, monitor budget and realization, and escalating matters affecting engagement economics or client service
• Lead recurring client meetings, present financial results, interpret performance trends, and recommend appropriate action
• Identify client needs across the division's practice areas and coordinate with the Director on scoping and expansion of services
• Support proposal development, engagement scoping, and onboarding of new clients
• Lead or support financial due diligence and quality of earnings engagements on both buy-side and sell-side mandates
• Review valuation analyses, transaction models, and net proceeds calculations
• Support commercial real estate underwriting, proforma review, lender and investor reporting, and capital events
• Prepare clients in advance of transactions through remediation of financial records and establishment of credible reporting

Skills

Controller-level experience

Close process ownership

Staff development

Client relationship management

GAAP knowledge

Education

CPA licensure preferred

Tools

Excel

ERP systems

Job description

Manager, Advisory Services

L&H CPAs & Advisors, LLC

Advisory Services Division | Dallas, Texas | Full-Time

The Firm

L&H CPAs & Advisors, LLC Is a Dallas-based Professional Services Firm Providing Tax And Advisory Services To Privately Held And Founder-led Companies. The Advisory Services Division Delivers Financial Leadership And Transaction Expertise Across The Following Key Practice Areas:

• Mergers & Acquisitions Advisory. Buy-side and sell-side representation, including quality of earnings analysis, financial due diligence, valuation, transaction structuring and net proceeds modeling, data room preparation, negotiation support, and post-closing settlements.
• Client Accounting Services and Fractional Controller & CFO Advisory. Ongoing financial leadership for companies without a full internal finance function, encompassing close oversight, management reporting, budgeting and forecasting, cash management, capital planning, and strategic financial guidance.
• Commercial Real Estate Finance Advisory. Underwriting and proforma development, financial modeling maintained across the asset lifecycle, valuation and performance monitoring, acquisition and disposition support, and institutional-quality lender and investor reporting for developers, owners, and sponsors.

Clients frequently engage the division across multiple practice areas over the life of the relationship, and the division is structured to serve them accordingly.

Position Summary

The Manager holds primary responsibility for engagement delivery and client relationship management across an assigned portfolio. The role carries controller-level accountability for the integrity of client financial reporting, supervisory responsibility for Associates and first-line accounting staff, and day-to-day ownership of the client relationship.

The position combines technical execution with oversight. Managers remain substantively involved in the work while bearing accountability for engagement quality, economics, and client outcomes.

Principal Responsibilities

Controller-Level Engagement Delivery

• Own the monthly and quarterly close process for assigned clients, including review of the general ledger, accruals, account reconciliations, adjusting journal entries, and supporting workpapers
• Ensure financial statements are accurate, timely, and defensible for use by ownership, boards, lenders, investors, and prospective acquirers
• Develop and maintain management reporting packages, including key performance indicators, dashboards, budget-to-actual analysis, cash forecasting, and accompanying analytical commentary
• Design and implement accounting processes, internal controls, and close calendars for clients whose finance infrastructure has not kept pace with the business
• Resolve technical accounting matters and coordinate with the firm's tax on matters requiring cross-divisional input

Supervision and Review

• Review Associate work product, including financial models, diligence schedules, reporting packages, and workpapers, for technical accuracy, completeness, and analytical sufficiency
• Direct and review first-line accounting work performed by the firm's general accounting team, and maintain standards for quality and turnaround
• Train and develop Associates through structured review, direct coaching, and progressive delegation of responsibility
• Scope engagements, allocate staffing, monitor budget and realization, and escalating matters affecting engagement economics or client service

Client Relationship Management

• Serve as the primary day-to-day point of contact for assigned clients
• Lead recurring client meetings, present financial results, interpret performance trends, and recommend appropriate action
• Identify client needs across the division's practice areas and coordinate with the Director on scoping and expansion of services
• Support proposal development, engagement scoping, and onboarding of new clients

Transaction and Advisory Engagements

• Lead or support financial due diligence and quality of earnings engagements on both buy-side and sell-side mandates
• Review valuation analyses, transaction models, and net proceeds calculations
• Support commercial real estate underwriting, proforma review, lender and investor reporting, and capital events
• Prepare clients in advance of transactions through remediation of financial records and establishment of credible reporting

Qualifications

Required

• Six or more years of relevant experience across public accounting, outsourced controller and CFO services, transaction advisory services, or corporate accounting and finance leadership
• Demonstrated controller-level capability, including primary ownership of a close process
• Substantive review experience and the ability to develop staff through the review process
• Proven effectiveness in direct interaction with business owners and executive management, including the communication of unfavorable findings
• Strong technical accounting foundation in U.S. GAAP, applied proportionally to privately held companies

Preferred

• Active CPA licensure strongly preferred; CFA designation or MBA also valued
• Direct experience in commercial real estate accounting and finance, M&A due diligence or quality of earnings, or fractional CFO and controller delivery
• Experience supervising distributed or offshore accounting teams
• Demonstrated record of establishing finance and accounting process in environments lacking existing infrastructure

Professional Development

Managers hold client relationships directly and work across Advisory's practice areas with regular access to the Director of Advisory Services. The division is in an active growth phase, and the defined advancement path leads toward full fractional CFO responsibility and ownership of a client portfolio.

Location and Travel

The position is expected to office in Dallas, Texas, with a hybrid work schedule (primarily in-person). Periodic travel may be required for client site visits, management meetings, and on-site diligence procedures.

L&H CPAs & Advisors, LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.