What are the responsibilities and job description for the Accounting & Advisory Manager position at Jobot?
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Job details:
Lead, Advise, and Grow — Shape the Future of Client Accounting in Orange County's Most Dynamic CPA Firm
This Jobot Job is hosted by: Connor Venanzi
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $110,000 - $150,000 per year
A bit about us:
About Us
We do more than manage numbers — we help businesses move forward with clarity and confidence. Our team of experienced accounting and advisory professionals partners with business owners and leadership teams to deliver the financial insight and operational support they need to grow, adapt, and thrive.
We work alongside our clients as true partners, taking the time to understand their goals, their challenges, and where they want to go next. From day-to-day accounting operations to long-term financial strategy, we bring the expertise and care that makes a real difference.
Our people are at the heart of everything we do. We invest in their growth, foster a culture of accountability and collaboration, and empower them to deliver exceptional work for the clients who count on us.
Whether you're a growing business looking for reliable financial leadership or an experienced professional ready to do meaningful work — we'd love to connect.
Why join us?
Fast Growing Regional Firm
High Visibility To Leadership
Job Details
Manager, Client Accounting & Advisory Services
Join our growing advisory team as a Manager, playing a key leadership role in delivering high-quality accounting support and strategic financial insights to clients. You'll oversee full-cycle accounting operations, serve as the primary client contact, and guide junior accountants through development and performance excellence.
What You'll Do
Client Service
Manage full-cycle client engagements with technical expertise across finance and accounting
Facilitate discovery meetings, assess client needs, and build accounting solutions
Produce accurate financial statements and financial analysis
Evaluate and leverage client-facing accounting technologies
Partner with senior leadership to develop recommendations on technical accounting issues
Business Development
Identify new opportunities within existing client relationships
Design and scope client solutions; develop statements of work
Participate in networking events and industry groups
Articulate advisory service offerings to prospects and contacts
Team Development
Supervise, review, and provide feedback on work produced by junior staff
Support recruiting and onboarding of entry-level team members
Foster accountability and a culture open to change
Project Management
Manage engagement billing, collections, and key financial metrics
Oversee client satisfaction and engagement performance
What You Bring
Bachelor's degree in Accounting, Finance, Business, or Economics
5 years of relevant experience; 2 years in a supervisory role
CPA preferred; consultative or advisory background a plus
Proficiency in Excel, accounting software (e.g. cloud-based platforms), and BI/data visualization tools
Strong communication, relationship management, and project management skil
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Lead, Advise, and Grow — Shape the Future of Client Accounting in Orange County's Most Dynamic CPA Firm
This Jobot Job is hosted by: Connor Venanzi
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $110,000 - $150,000 per year
A bit about us:
About Us
We do more than manage numbers — we help businesses move forward with clarity and confidence. Our team of experienced accounting and advisory professionals partners with business owners and leadership teams to deliver the financial insight and operational support they need to grow, adapt, and thrive.
We work alongside our clients as true partners, taking the time to understand their goals, their challenges, and where they want to go next. From day-to-day accounting operations to long-term financial strategy, we bring the expertise and care that makes a real difference.
Our people are at the heart of everything we do. We invest in their growth, foster a culture of accountability and collaboration, and empower them to deliver exceptional work for the clients who count on us.
Whether you're a growing business looking for reliable financial leadership or an experienced professional ready to do meaningful work — we'd love to connect.
Why join us?
Fast Growing Regional Firm
High Visibility To Leadership
Job Details
Manager, Client Accounting & Advisory Services
Join our growing advisory team as a Manager, playing a key leadership role in delivering high-quality accounting support and strategic financial insights to clients. You'll oversee full-cycle accounting operations, serve as the primary client contact, and guide junior accountants through development and performance excellence.
What You'll Do
Client Service
Manage full-cycle client engagements with technical expertise across finance and accounting
Facilitate discovery meetings, assess client needs, and build accounting solutions
Produce accurate financial statements and financial analysis
Evaluate and leverage client-facing accounting technologies
Partner with senior leadership to develop recommendations on technical accounting issues
Business Development
Identify new opportunities within existing client relationships
Design and scope client solutions; develop statements of work
Participate in networking events and industry groups
Articulate advisory service offerings to prospects and contacts
Team Development
Supervise, review, and provide feedback on work produced by junior staff
Support recruiting and onboarding of entry-level team members
Foster accountability and a culture open to change
Project Management
Manage engagement billing, collections, and key financial metrics
Oversee client satisfaction and engagement performance
What You Bring
Bachelor's degree in Accounting, Finance, Business, or Economics
5 years of relevant experience; 2 years in a supervisory role
CPA preferred; consultative or advisory background a plus
Proficiency in Excel, accounting software (e.g. cloud-based platforms), and BI/data visualization tools
Strong communication, relationship management, and project management skil
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $110,000 - $150,000