Client Accounting Services Manager - Remote

Overview

The Client Accounting Services Manager at Windham Brannon is a key member of the CAS Leadership Team, responsible for delivering high-quality client service and driving practice-wide initiatives while supporting team members' growth.

In Short

• Lead a team in providing client accounting services.
• Manage and oversee financial reconciliations and month-end close processes.
• Prepare and review GAAP and tax basis financial statements.
• Train staff on various accounting software applications.
• Support accounts payable and receivable functions.
• Ensure compliance with financial reporting standards.
• Analyze financial results and provide recommendations.
• Participate in the development of internal team members.
• Contribute to a hybrid work environment with flexibility.
• Engage in community support through the company's foundation.

Requirements

• 5+ years of relevant experience in accounting.
• CPA preferred.
• Bachelor's degree in Accounting or related field.
• Experience with GAAP and financial statements.
• Proficiency in QuickBooks, Sage Intacct, and NetSuite.
• Strong Excel skills (including pivot tables and VLOOKUP).
• Excellent time management and organizational skills.
• Strong analytical and problem-solving abilities.
• Effective communication skills, both verbal and written.
• Ability to work independently and as part of a team.

Benefits

• Hybrid and flexible work environment.
• Employer-paid insurance benefits.
• 401(k) plan with company matching.
• PTO, paid holidays, and summer hours.
• Continuous learning and development opportunities.
• Diversity, Equity, and Inclusion initiatives.
• Performance and business development bonuses.
• Community engagement through volunteer opportunities.