What are the responsibilities and job description for the Accounting Manager position at Navigate Search?
Key Responsibilities
- Develop a strong understanding of client businesses and their industries
- Prepare and review client write-ups and financial statements on a monthly, quarterly, and annual basis
- Review and prepare clear, well-documented working papers
- Consult with clients on transactional and operational accounting matters
- Assist with onboarding new clients and managing ongoing client transitions
- Prepare KPIs, management reports, and support budgeting and operating plans
- Train clients and staff on shared accounting software and systems
- Manage multiple client engagements simultaneously while leading assigned teams
- Serve as a trusted advisor and maintain strong, value-added client relationships
- Support special projects and firm initiatives as needed
Qualifications, Skills & Experience
- Bachelor’s degree in Accounting, Finance, or a related field
- CPA certification required
- 5–7 years of progressive experience in public accounting or related roles; Client Accounting Services experience strongly preferred
- Strong understanding of U.S. GAAP and the ability to apply it to financial reporting and analysis
- Proven ability to manage multiple clients, projects, and deadlines in a fast-paced environment
- Excellent organizational, communication, and interpersonal skills
- Strong problem-solving ability with both analytical and creative thinking
- High level of initiative, attention to detail, and commitment to client service and professional development
Software & Technology
- Advanced proficiency in Microsoft Excel and Word
- Experience with accounting systems such as QuickBooks (Desktop & Online), Xero, NetSuite, and Sage Intacct
- Experience with e-commerce platforms, inventory systems, or SaaS tools is a plus
Salary : $95,000 - $125,000