CAS Accounting Manager

Cherry Bekaert LLP Bethesda, Maryland
cas accounting manager accounting manager management financial tax financial reporting accounts payroll quickbooks cpa
November 30, 2022
Cherry Bekaert LLP
Bethesda, Maryland
FULL_TIME

Description

For over 70 years Cherry Bekaert, the nation's 25th largest CPA firm, has been providing superior tax, accounting and advisory solutions across the globe. As one of the most recognizable and dynamic firms in the space, our shared values include uncompromising integrity, a passion for excellence, and mutual respect. Help us continue in our success and join as a CAS Accounting Manager.

The Client Accounting Services (CAS) Accounting Manager position is responsible for managing the transactional accounting operations of the firm on behalf of each Outsourced Accounting client. The Accounting Manager is responsible for all areas relating to financial reporting for firm clients. This position will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements. The Accounting Manager supervises the Accounts Receivable, Accounts Payable and Payroll Specialist staff and is responsible for managing the team to ensure that work is properly allocated and completed in a timely and accurate manner. This position addresses tight deadlines and a multitude of accounting activities, including general ledger preparation, financial reporting, year-end client tax and audit projects, and the support of budget and forecast activities. The Accounting Manager will have contact with clients and client contacts, including the client's tax accountant and other professional service providers.

Duties and Responsibilities:

  • Weekly client telephone meetings with clients relating to ongoing WIP and special projects
  • Overall day-to-day management of financial reporting accuracy and on-time processing of client information
  • Bank and other balance sheet account reconciliations
  • Payroll reconciliations
  • Review and approval of account classifications
  • Review of G/L for any missing transactions and overall accuracy
  • Management of weekly Open Items and To-Be-Coded lists, supervised/reviewed by the Controller
  • Preparation of initial/draft Management Reporting Package each month, for completion by Controller
  • New staff assigned buddy and orientation manager
  • Client Password Vault maintenance (managed by Controller)
  • Supervision and management of A/R, A/P and Payroll staff
  • Routing of Sales Tax and other reports for preparation within the firm
  • QuickBooks Online Setup, Migration, Clean-up, Configurations with other apps & systems
  • Onboarding clients into several different systems & processes & delivery procedures

Required Skills, Competencies & Abilities:

  • Prior business experience and ability to apply that experience to a wide range of client situations
  • Advanced skills in specific industry verticals, such as Family Office, Private Equity, Not-for-Profit, Hospitality/Retail, Healthcare/Life Sciences, REITs, etc.
  • Ability to motivate and manage remote staff
  • Attention to detail
  • Ability to meet objectives such as tight deadlines, special project timelines, budget, and outcomes
  • Ability to manage unexpected and sometimes urgent firm or client matters as they arise
  • Expertise in using either Sage Intacct or QuickBooks is required
  • Project management skills
  • Time management skills and excellent at delegation
  • Unrelenting commitment to client satisfaction
  • Business development expectations and results in selling and cross-selling to clients
  • On-time delivery of client financial reporting packages
  • Low error rates and overall quality of work output
  • Ability to work independently in a sometimes stressful environment with extensive multi-tasking demands
  • Superior ability to prioritize and focus in a high-paced, multi-tasking environment
  • Learning and demonstration of evolving accounting and technology skills
  • Strong interpersonal and relationship building skills
  • Positive telephone, email and other communication skills as contact with clients and others will be extensive and ongoing
  • Commitment to protecting client privacy, even within the firm, as appropriate
  • Leader and Team Player with a positive can-do approach with a coaching, mentoring, training mentality
  • A general and growing knowledge of firm products and services in the Digital Advisory Services, and a general knowledge of products and services in other areas of Cherry Bekaert
  • Prior bookkeeping experience required that involved processing of Accounts Payable, Accounts Receivable and Payroll.
  • Prior experience managing a staff strongly preferred
  • QuickBooks Consulting & Advanced Troubleshooting

Required Education And/or Experience:

  • BS in Accounting, MBA Preferred
  • CPA - Active
  • QuickBooks ProAdvisor
  • Sage Intacct Certification
  • 5-7 years Experience in private/public accounting working with clients with $1 million to $50 million in annual revenue. Some experience working with clients with revenues over $50 million preferred.
  • Up to 25% Travel may be required

Other Requirements:

  • Candidates must demonstrate they are eligible to work in the United States.
  • Available for Work Sponsorship: No

What we offer you:

  • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
  • Collaborative environment focused on career advancement and professional development
  • Competitive compensation and extensive training opportunities
  • Flexible work arrangements with generous PTO
  • Dress for your Day policy

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