What are the responsibilities and job description for the Accounting Manager position at Elite Sourcing?
Accounting Manager – San Rafael, CA
Elite Sourcing is working with a well-established San Rafael CPA firm with more than 35 years of experience providing accounting, tax, advisory, and consulting services to high-net-worth individuals, families, privately held businesses, and other clients throughout the San Francisco Bay Area. We are seeking an experienced Accounting Manager to lead the firm's Financial Oversight team.
About the Role:
• Lead and manage the Financial Oversight team and its day-to-day workflow
• Oversee associates responsible for monthly accounting and financial reporting for assigned clients
• Assign and monitor recurring monthly, quarterly, and annual client responsibilities
• Review month-end financial statements, account reconciliations, cash-flow reports, budgets, and other client deliverables
• Review team members' work for accuracy, completeness, and consistency
• Coach, mentor, and develop accounting staff while providing technical guidance and best practices
• Manage multiple client engagements while monitoring deadlines, time entries, engagement budgets, and client billing
• Identify accounting issues, process improvements, and opportunities to provide additional advisory services
• Help develop efficient and scalable accounting processes and maintain strong quality control standards
• Coordinate closely with the firm's tax professionals to support tax planning and compliance
• Provide technical accounting guidance to associates as client questions and issues arise
• Conduct introductory calls with prospective clients and evaluate their accounting and advisory needs
• Determine appropriate scopes of service, prepare fee proposals, and oversee new-client onboarding
• Support business-development initiatives and identify opportunities to expand services with existing clients
Elite Sourcing is working with a well-established San Rafael CPA firm with more than 35 years of experience providing accounting, tax, advisory, and consulting services to high-net-worth individuals, families, privately held businesses, and other clients throughout the San Francisco Bay Area. We are seeking an experienced Accounting Manager to lead the firm's Financial Oversight team.
About the Role:
• Lead and manage the Financial Oversight team and its day-to-day workflow
• Oversee associates responsible for monthly accounting and financial reporting for assigned clients
• Assign and monitor recurring monthly, quarterly, and annual client responsibilities
• Review month-end financial statements, account reconciliations, cash-flow reports, budgets, and other client deliverables
• Review team members' work for accuracy, completeness, and consistency
• Coach, mentor, and develop accounting staff while providing technical guidance and best practices
• Manage multiple client engagements while monitoring deadlines, time entries, engagement budgets, and client billing
• Identify accounting issues, process improvements, and opportunities to provide additional advisory services
• Help develop efficient and scalable accounting processes and maintain strong quality control standards
• Coordinate closely with the firm's tax professionals to support tax planning and compliance
• Provide technical accounting guidance to associates as client questions and issues arise
• Conduct introductory calls with prospective clients and evaluate their accounting and advisory needs
• Determine appropriate scopes of service, prepare fee proposals, and oversee new-client onboarding
• Support business-development initiatives and identify opportunities to expand services with existing clients
Requirements:
• Bachelor's degree in Accounting, Finance, or a related field
• 6 years of progressive accounting experience
• Previous experience supervising, reviewing, or managing accounting staff
• Strong knowledge of financial statements, general ledger accounting, account reconciliations, and month-end close
• Experience with budgeting, cash-flow reporting, and financial analysis
• Demonstrated ability to manage staff workflow and multiple client accounting engagements simultaneously
• Advanced proficiency with QuickBooks Online and Microsoft Excel
• Strong written and verbal communication skills with the ability to communicate directly with clients
• Excellent organizational skills, attention to detail, and professional judgment
• Ability to work independently, take ownership of responsibilities, and collaborate across departments
• CPA firm, outsourced accounting, Client Accounting Services (CAS), family office, or public accounting experience preferred
• Experience working with high-net-worth individuals and privately held businesses preferred
• Experience with family-office reporting, personal financial statements, budgeting, and cash-flow planning is a plus
• Master's degree in Accounting, Finance, Taxation, or a related field is preferred
• Previous experience with fee proposals, client onboarding, business development, or expanding client services is a plus
• Bachelor's degree in Accounting, Finance, or a related field
• 6 years of progressive accounting experience
• Previous experience supervising, reviewing, or managing accounting staff
• Strong knowledge of financial statements, general ledger accounting, account reconciliations, and month-end close
• Experience with budgeting, cash-flow reporting, and financial analysis
• Demonstrated ability to manage staff workflow and multiple client accounting engagements simultaneously
• Advanced proficiency with QuickBooks Online and Microsoft Excel
• Strong written and verbal communication skills with the ability to communicate directly with clients
• Excellent organizational skills, attention to detail, and professional judgment
• Ability to work independently, take ownership of responsibilities, and collaborate across departments
• CPA firm, outsourced accounting, Client Accounting Services (CAS), family office, or public accounting experience preferred
• Experience working with high-net-worth individuals and privately held businesses preferred
• Experience with family-office reporting, personal financial statements, budgeting, and cash-flow planning is a plus
• Master's degree in Accounting, Finance, Taxation, or a related field is preferred
• Previous experience with fee proposals, client onboarding, business development, or expanding client services is a plus
Pay/Benefits:
• Pay: $120K-$140K plus Annual Bonus
• Monday–Thursday in office; Friday work-from-home
• Medical, Dental & Vision Insurance
• 401(k) with Employer Match
• Profit Sharing
• 3 Weeks PTO Paid Holidays
• Direct interaction with firm leadership
• Pay: $120K-$140K plus Annual Bonus
• Monday–Thursday in office; Friday work-from-home
• Medical, Dental & Vision Insurance
• 401(k) with Employer Match
• Profit Sharing
• 3 Weeks PTO Paid Holidays
• Direct interaction with firm leadership
Salary : $120,000 - $140,000