Outsourced Accounting Solutions Manager

Socket.dev; Washington (District of Columbia); Hybrid; USD 90,000 - 140,000; Full time

Job summary

CBIZ CPAs in Washington, DC offers a hybrid accounting leadership position focused on client engagements, financial reporting, and budgeting. You will mentor staff, review financial statements, and ensure robust internal controls while engaging with senior management.

The role requires a Bachelor’s degree, 6+ years in public accounting, and 3 years of supervisory experience, with travel as needed. Proficiency in Excel and Office is expected.

Qualifications

• Bachelor's degree required.
• 6 years of experience in public accounting or related field.
• 3 years supervisory experience.
• Ability to manage all aspects of client engagements and communicate clearly.
• Willingness to travel based on client and business needs.
• Proficient use of applicable technology (Microsoft Excel and Office).

Responsibilities

• Develop and own relationships with clients and stakeholders to meet accounting and financial reporting needs.
• Monitor the financial performance of clients and compile financial reporting packages.
• Prepare monthly and annual operating budgets and develop financial controls.
• Review payroll and other work papers; supervise and mentor team members.
• Review monthly financial statements and cash flow statements; travel to local client sites as needed.

Skills

Verbal and written communication

Leadership / supervision

Travel readiness

Tech proficiency

Client engagement management

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Office

Job description

#LI-BL1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

• Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs

• Monitor the financial performance of Clients

• Compile and analyze financial reporting packages

• Prepare monthly and annual operating budgets

• Develop and manage financial controls in accordance with the company's procedures

• Communicate financial metrics to senior management

• Provide leadership and support to accounts receivable and accounts payable departments

• Review relevant work papers and account reconciliations, including payrolls processed

• Review monthly financial statements, including cash flow statements

• Research complex accounting transactions and document conclusions

• Supervise, mentor, and train team members

• Network with industry professionals to generate new engagements

• Travel to local client sites as needed

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field

• Active CPA or equivalent certification

• Proficient in Microsoft Excel and other Microsoft Office applications

Qualifications

Minimum Qualifications

• Bachelor's degree

• 6 years of experience in public accounting or related field

• 3 years supervisory experience

• Ability to manage all aspects of client engagements

• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

• Must be able to travel based on client and business needs

• Proficient use of applicable technology

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.