Client Accounting Services Manager

Warren Averett is a leading CPA and advisory firm that services span beyond audit and tax to include corporate advisory, technology and risk solutions, HR Solutions, and more. While gaining professional skills that you can carry throughout your career, we help our employees to build relationships that can take you where you’d like to go. Not only has Warren Averett ranked on two of Forbes’ Best lists (America’s Best Tax Firms and America’s Best Accounting Firms), but the firm has also repeatedly been named a Best Place to Work in several of our offices throughout our footprint. We strive to create a strong sense of comradery and to provide an inclusive workplace culture where our employees can grow and thrive professionally and personally.

Warren Averett is seeking an experienced accounting professional for our Montgomery, AL office. The ideal candidate will have a minimum of 5 years experience in managing others in an accounting department.
Responsibilities

• Serve as the relationship manager for a portfolio of CAS clients
• Provide outsourced accounting and advisory services to privately held businesses across various industries
• Review monthly, quarterly, and annual financial statements for accuracy and completeness
• Assist clients with budgeting, forecasting, cash flow management, KPI reporting, and operational analysis
• Present financial results and recommendations to business owners and leadership teams
• Identify opportunities to improve accounting processes, internal controls, and financial reporting
• Review work products and provide timely feedback and training
• Assist with staffing, scheduling, and workload management
• Foster a collaborative, service-oriented team culture
• Guide clients in the selection, implementation, and optimization of accounting systems and related technologies
• Promote automation and process efficiencies within client environments and internal workflows
• Maintain knowledge of emerging accounting technologies and industry best practices
• Identify additional service opportunities that create value for clients
• Assist with proposals, presentations, and prospect meetings

Requirements

• Bachelor's degree in Accounting
• CPA license preferred
• 5 years of public accounting, outsourced accounting, or corporate accounting experience
• Strong understanding of financial reporting, month-end close processes, and GAAP
• Experience managing client relationships and leading teams
• Excellent communication and presentation skills
• Ability to manage multiple engagements and deadlines simultaneously

Preferred

• Experience providing outsourced accounting or advisory services to small and mid-sized businesses
• Exposure to budgeting, forecasting, KPI reporting, and CFO-level advisory services
• Experience implementing accounting systems and process improvements

Desired Competencies

• Strong client focus and consultative mindset
• Leadership and coaching ability
• Critical thinking and problem solving
• Excellent project management skills
• Business development acumen
• Adaptability and continuous learning
• Technology-forward mindset
• Commitment to delivering exceptional client service

Warren Averett is an equal opportunity employer. We hire, promote, and make all other employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, pregnancy, genetic information, protected military service, disability, age, or any other unlawful characteristic.

Pay: $1.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Retirement plan

Work Location: In person

Benefits: