SEC Reporting & Technical Accounting Manager

Liberty Personnel Services, Inc.; Tampa (FL); Hybrid; USD 115,000 - 145,000; Full time

Benefits offered by this job

Bonus program

Hybrid work arrangement

On-site 2 days per week

Job summary

Liberty Personnel Services, Inc. seeks a SEC Reporting & Technical Accounting Manager in Tampa (Hybrid: 2 days on-site). The role leads external reporting, ensures GAAP compliance, and serves as the go-to expert on technical accounting matters for wealth advisory services.

The candidate will own SEC filings, analyze complex transactions (ASC 606, acquisitions, debt/equity), and liaise with external auditors. Strong IFRS knowledge is a plus; CPA is required and Series 27/28 may be considered.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA certification required or equivalent experience in SEC reporting.
• 5+ years of progressive accounting experience with focus on SEC reporting and technical accounting.

Responsibilities

• Lead preparation, review, and filing of SEC documents (10-K, 10-Q, 8-K, proxy).
• Research and apply U.S. GAAP and SEC rules to complex transactions.
• Collaborate with Internal Audit on SOX controls and disclosures.
• Develop and maintain accounting policies reflecting GAAP and SEC rules.
• Coordinate with external auditors on SEC reporting matters and positions.
• Work with Legal, Investor Relations, Treasury, and FP&A for accurate disclosures.

Skills

SEC reporting experience

Technical accounting

Internal controls (SOX)

Financial reporting

Education

Bachelor's degree in Accounting or Finance

CPA certification

Tools

Workiva

Hyperion

Job description

SEC Reporting & Technical Accounting Manager

Location: Tampa, FL (Hybrid: 2 days on-site required)

Liberty Personnel is working with a dynamic, rapidly growing wealth advisory firm dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals and families. We are seeking a highly skilled and strategic SEC Reporting & Technical Accounting Manager to lead our external reporting process and serve as the firm's primary expert on complex technical accounting matters and U.S. GAAP compliance.

Key Responsibilities

The SEC Reporting & Technical Accounting Manager will be responsible for the accuracy, completeness, and timely filing of all external financial reports. Key duties include:

• SEC Reporting: Lead the preparation, review, and filing of all SEC documents, including Forms 10-K, 10-Q, 8-K, and proxy statements. Ensure compliance with Regulation S-X and S-K, and XBRL tagging requirements.
• Technical Accounting Research: Act as the firm's authority on U.S. GAAP and SEC reporting rules. Research, analyze, document, and implement accounting treatment for complex, non-routine transactions (e.g., acquisitions, debt, equity issuances, revenue recognition under ASC 606, and new accounting standards).
• Internal Control (SOX): Partner with internal audit to maintain and document the integrity of the financial reporting environment, including design and testing of controls relevant to the external reporting process.
• Policy & Procedure: Develop, update, and maintain the company's accounting policies and procedures manual to reflect current GAAP and SEC regulations.
• External Audit Liaison: Coordinate closely with external auditors on SEC reporting matters and technical accounting positions, ensuring smooth and timely completion of audits and reviews.
• Collaboration: Work cross-functionally with Legal, Investor Relations, Treasury, and FP&A teams to gather necessary inputs for disclosures and support the accurate presentation of financial information.

Required Qualifications

• Education & Experience: Bachelor's degree in Accounting or Finance.
• Professional Certification: CPA certification is required. A FINRA license/certification (e.g., Series 27/28) may be considered in lieu of a CPA, depending on specific, relevant experience in SEC reporting for financial services.
• Public Accounting Experience: 5+ years of progressive accounting experience, with at least 3 years of direct experience focused on SEC reporting and technical accounting. Must include significant experience at a Big 4 or large public accounting firm.
• Technical Expertise: Expert-level knowledge of U.S. GAAP, SEC rules and regulations, and financial reporting systems (e.g., Workiva, Hyperion, or similar reporting tools).
• Industry Knowledge: Strong understanding of accounting principles specific to the financial services or wealth advisory industry is highly preferred.

Preferred Skills and Traits

• Experience in a public company that has recently completed an IPO or significant M&A activity.
• Exceptional analytical, organizational, and project management skills.
• Strong verbal and written communication skills, with the ability to effectively translate complex technical concepts into clear disclosures.
• Salary Range: The estimated salary for this role is competitive and commensurate with experience, generally falling in the range of $115,000 to $145,000 annually, plus a performance-based bonus.
• Work Arrangement: This is a hybrid position based in Tampa, FL. The employee is required to work on-site a minimum of two days per week.