Technical & Transactional Accounting Manager

CBIZ; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

CBIZ is seeking a Technical Accounting Manager in San Francisco to deliver specialized accounting advisory services. You will lead technical accounting projects and manage client engagements, while mentoring junior staff. With a focus on U.S. GAAP and SEC reporting, candidates with significant technical accounting experience, and a CPA certification are encouraged to apply. The role supports a flexible hybrid work model, accommodating both in-office and remote work arrangements.

Qualifications

• 5+ years related experience in technical accounting and financial reporting.
• Strong knowledge of U.S. GAAP and SEC reporting.
• Experience with technology systems and automation tools.

Responsibilities

• Lead technical accounting advisory projects for clients.
• Manage client engagements and relationships.
• Train and mentor junior staff members.

Skills

Technical accounting knowledge

Client management

Communication skills

Technology integration

Education

Bachelor's degree in Accounting, Finance or related field

U.S. CPA certification

Tools

MS Office (Excel, Word, PowerPoint)

Data analytics tools

Workflow automation tools

Job description

Job Description

As a Technical Accounting Manager, you'll play a pivotal role in delivering specialized accounting advisory services to our diverse and dynamic client base, including high-growth technology, biotechnology, professional services and consumer products companies. You'll serve as a trusted advisor, ensuring our clients receive expert guidance and outstanding service in complex accounting and financial reporting matters.

We ideally seek a candidate located within the San Francisco Bay Area, in proximity to our CBIZ office, to support a flexible hybrid work model. However, all qualified applicants are encouraged to apply, as we remain open to remote work arrangements.

Essential Functions And Primary Duties

• Work directly with clients and their external audit firms to lead and manage technical accounting advisory projects, covering areas such as revenue recognition (ASC 606), equity transactions, debt arrangements, business combinations, lease accounting (ASC 842), financial reporting, and SEC reporting
• Serve as the primary client contact, managing engagements, fostering strong relationships, and proactively addressing client needs
• Demonstrate a deep knowledge of the client’s business and identify high-risk accounting areas
• Oversee and manage project timelines, deliverables, and client communications to ensure successful outcomes
• Generate written components of various reports/deliverables related to engagements
• Efficiently research technical accounting topics as it pertains to the engagement
• Train, mentor, and develop staff and senior staff members, promoting a culture of technical excellence, continuous learning, and professional growth
• Identify and implement technology solutions and tools to streamline processes and enhance workflow efficiency
• Actively participate in thought leadership initiatives, contributing to internal knowledge sharing, training, and continuous improvement activities
• Supporting business development efforts through client relationships and networking

Preferred Qualifications

• CPA, CFA, CIA, CISA, or CISSP certification BA/BBA/BS in Accounting, Finance or business-related field
• U.S. CPA certification
• 5+ years related experience
• Significant technical accounting experience with a strong understanding of U.S. GAAP, including revenue recognition, equity transactions, debt structures, leases, business combinations, and SEC reporting
• IPO readiness or direct IPO experience highly desirable
• Prior industry or operational experience in technology and/or biotechnology sectors is strongly preferred
• Prior public accounting experience (Big 4 or large regional firms preferred)
• Demonstrated success in managing client service, building strong relationships, and balancing multiple concurrent engagements
• Tech-savvy with enthusiasm for experimenting with new technology tools and applications to optimize accounting processes and workflows
• Experience identifying opportunities to integrate emerging technologies and AI tools into client service delivery and internal processes
• Familiarity with workflow automation solutions (e.g., Alteryx, Power Automate, UiPath) and collaboration platforms is a plus
• Knowledge of IFRS standards
• Experience with technology systems / applications, such as data analytic tools or workflow automation tools.
• Proficiency in MS office products, including Excel, Word and PowerPoint
• Strong verbal and written communication skills

Minimum Qualifications

• Bachelor’s degree required
• 5 years of experience in related field
• 3 years of supervisory experience
• Must have and preserve required licenses
• 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
• Proficient use of applicable technology
• Must be able to travel based on client and business needs