Senior Accounting Manager

Capstone; Bend (OR); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Company-Paid health, dental, vision

Flexible schedule

Life Insurance

Generous PTO

Relocation assistance

Job summary

Capstone is a growing full-service accounting, tax and advisory firm seeking a Senior Accounting Manager to lead client accounting delivery, team development, and process optimization across the CAS practice. You will drive efficiency, ensure compliance, and elevate service quality while managing client relationships.

You will oversee monthly closures, performance evaluations, onboarding of new CAS clients, and ongoing staff training, with a focus on delivering exceptional client experiences and

Qualifications

• 5+ years of accounting and bookkeeping experience in US small businesses (under $20M revenue).
• Minimum 3 years of leadership experience.
• Minimum 2 years of project management with client expectations and staffing assignments.

Responsibilities

• Oversee monthly client accounting closures for accuracy and timeliness.
• Directly manage internal accounting and bookkeeping team, including workload and timelines.
• Conduct performance evaluations and measure staff efficiency and accuracy.
• Review and approve client financial statements before delivery, ensuring quality control.
• Lead onboarding of new CAS clients, including integrations and migrations.
• Implement software changes or improved workflows as needed.
• Maintain proactive client relationships and professional interactions to build trust.
• Lead staff training and ongoing education for accounting personnel.
• Document processes for standard operating procedures.
• Familiarity with QuickBooks Desktop, Xero, and QuickBooks Online.

Skills

Leadership

Team management

Project management

Client relationships

Process improvement

Tools

QuickBooks Online

QuickBooks Desktop

Xero

Microsoft Teams

SharePoint

Outlook

Job description

About Us

We are a growing, full-service firm providing accounting, tax, and advisory services to individual and business clients. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.

The Job

The Senior Accounting Manager provides firm‑wide leadership for client accounting delivery, team development, and process optimization, while ensuring exceptional client experience and compliance. Thisrole is intended for a proven accounting leader with a strong track record of managing teams, driving efficiency, and elevating service quality in a growing CAS practice.

What do we need you to do?

• Oversee and assist with monthly client accounting file closures, ensuring accuracy and timeliness.
• Directly manage the internal accounting and bookkeeping team, including workload assignment, prioritization, staffing schedules, and deliverable timelines.
• Handle Performance Evaluations of the accounting team members. Monitor and measure performance metrics of accounting staff for efficiency and accuracy.
• Review and approve client financial statements prior to delivery, maintaining firm standards and quality control.
• Lead the onboarding and implementation of new CAS clients, including complex integrations, clean‑ups, conversions, and advisory consultations.
• Implement software changes or improved workflows as necessary.
• Maintain strong client relationships through proactive communication, problem‑solving, and professional client interactions that build trust and long‑term partnerships.
• Lead staff training, professional development, workflow improvement meetings, and ongoing education for accounting personnel.
• Document processes and responsibilities for standard operating procedures.
• Have familiarity with the current suite of software products including QuickBooks Desktop, Xero, QuickBooks Online software, Microsoft Teams, SharePoint, Outlook.

Qualifications for this position:

• Software – Certified QBO ProAdvisor + real-world experience working in QuickBooks Online is preferred.
• Adept at troubleshooting and optimizing its use for client accounts.
• At least 5 years of accounting and bookkeeping work experience with small businesses (under $20 million in annual revenue) in the United States.
• Must have a minimum of 3 year of leadership experience.
• Must have a minimum of 2 year of project management experience in which you were responsible for prioritizing client expectations and assigning work to supporting staff.

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! Pay determined based on experience and education.

Benefits:

• 401(k) match
• 100% Company-Paid health, dental, vision insurance
• Flexible schedule
• Life Insurance
• Generous PTO
• Relocation assistance