Client Accounting Manager

About Us

We are a multifaceted CPA firm with 11 offices across the Pacific Northwest providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. 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.

Position Summary

The Accounting Manager will play a pivotal role in shaping the growth of Capstone CPAs, Outsourced Accounting Services Department, and providing exceptional services to our clients. This position involves managing monthly closes, preparing financial reports, ensuring compliance, supporting staff, and leading various accounting projects.

Role and Responsibilities

1. Oversee and assist with monthly client accounting file closures, ensuring accuracy and timeliness.
2. Ensure adherence to all tax and compliance obligations, including year-end reporting.
3. Maintain effective communication with clients to accurately reflect their financial activities.
4. Present a professional demeanor during client interactions, building trust and long-term relationships.
5. You would be a direct manager to our internal accounting/bookkeeping team. You will manage work/task assignments and deliverables within the team. Responsible for setting up the work schedule & prioritization for bookkeepers. Lead weekly bookkeeping meetings.
6. Handle Performance Evaluations of the accounting team members. Monitoring and measuring performance metrics of bookkeeping staff for efficiency and accuracy. 
7. Accounting Manager is responsible for checking accuracy of financial reviews that are sent to the client.
8. Implement new clients: including complex integrations, clean ups, conversions, and consultations for new clients.
9. In coordination with the Director of CAS, the Client Accounting Manager is responsible for jointly reviewing new software tools and opportunities. Accounting Manager will be critical in the implementation process of any software changes or improved workflows at Capstone CPAs.
10. Lead Staff Training & Development meetings, Client workflow improvement meetings, and Training meetings for Accounting Staff.
11. Documenting processes and responsibilities for standard operating procedure.
12. Familiarity with the current suite of software products including: QuickBooks Desktop, Xero, QuickBooks Online software, Microsoft Teams, Sharepoint, Outlook. 

Qualifications

The candidate must meet the following criteria to be considered for a position with us:

• 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 1 year of leadership experience.
• Must have a minimum of 1 year of project management experience in which you were responsible for prioritizing client expectations and assigning work to supporting staff.

A generous Benefit Package that includes:  

• 100% Company-Paid medical, dental, vision insurance
• Flexible Spending Account
• 401k Match
• Flexible schedule
• Paid Time Off
• Relocation Assistance

Schedule:

• Monday to Friday
• Flexible

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! If this sounds like what you're looking for, we encourage you to apply. Pay based on experience and education.