What are the responsibilities and job description for the Client Accounting Services Manager position at HLB Gross Collins, P.C.?
CAS Manager
As an Accounting Manager at HLB Gross Collins, you will play a crucial role in overseeing the day-to-day accounting operations and ensuring accuracy and compliance with regulatory standards. The ideal candidate will possess strong leadership skills, extensive knowledge of accounting principles, and a commitment to delivering high-quality service to our clients.
Essential Functions
- Manage, mentor, and supervise Client Accounting Services team members to ensure high-quality client service and operational efficiency.
- Complete and manage the month-end and year-end close processes, including bookkeeping processes, reconciliations, accruals, adjustments and financial statement preparation for dedicated clients.
- Review monthly bookkeeping & financial statements from team members and coach them for learning and development
- Coordinate and collaborate with other departments, including tax and audit, to facilitate timely and accurate reporting.
- Provide fractional CFO/Controller services as needed
- Monthly and/or Quarterly financial advisory meetings with clients
- Assist in the preparation of budgets, forecasts, and financial analysis to support strategic decision-making.
- Support senior management in special projects and initiatives as needed.
- Comfortable using and learning software applications for client needs
- Participate in industry segment meetings and marketing
- Mentor and implement training for CAS Team
- Monthly meeting with direct reports to review billable budget vs. actual, realization and goals
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field required; CPA preferred.
- 5-7 years of progressive experience in accounting, with at least 2 years in a supervisory role.
- Strong understanding of accounting principles, practices, and regulations.
- Proficiency in accounting software and Microsoft Excel; experience with QuickBooks Online preferred.
- Excellent leadership and interpersonal skills, with the ability to effectively manage and motivate a team.
- Detail-oriented with strong analytical and problem-solving abilities.
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Excellent communication skills, both verbal and written.
- Commitment to maintaining confidentiality and integrity in handling sensitive financial information.
- Ability to adapt to change and willingness to embrace new technologies and methodologies.
Some of the Benefits We Offer You
- Health, Dental, and Vision Insurance starting your first day of employment
- Parental Leave
- 401(k) Matching
- Up to 6 weeks of Paid Time Off
- Paid Holidays
- Free Gym Onsite
- Well-Being & Wellness Benefits and Programs
- Financial Support for Professional Exams and Continuing Education
- Culture based on integrity, respect, accountability, and excellence
- Competitive compensation reflecting skills, competencies, and potential
- Summer Flex Fridays
- Dress for Your Day policy