Manager

Summary

Join GRF CPAS & Advisors as an OAAS Manager, a fully remote position with an option to work from our Bethesda, MD office. You will serve as the liaison between partners, clients, and staff, managing multiple outsourced accounting projects. Responsibilities include planning, scheduling, and staffing engagements; preparing engagement letters; assisting with client billing; evaluating internal controls; supervising staff; and ensuring client financial statements meet professional standards. The ideal candidate possesses a Bachelor's degree in accounting or a related field, 5+ years of public accounting or private industry experience, and strong proficiency in QuickBooks and Sage Intacct. A CPA license is desirable but not required. We offer a competitive salary, 401(k), paid individual medical, and a flexible work culture.

Requirements

• Bachelor’s degree in accounting or related area (economics, finance, etc.)
• 5 years or more experience in public accounting or private industry, demonstrating a progression in complexity, scope, and number of engagements managed
• Organize projects, set priorities, and delegate tasks under evolving circumstances for different clients & partners
• Keep long term objectives in mind while focusing on daily activities
• Maintain confidentiality of sensitive firm and client information
• Effective written and oral communications with employees, partners, and clients, and vendors
• Organize projects set priorities and delegate tasks under constantly changing circumstances for different clients and partners
• Assume lead role in planning and implementing assigned projects
• Maintain confidentiality of sensitive firm and client information
• Demonstrated ability to bring in new business
• Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements
• Participates in career development program to improve managerial, communication, and interpersonal skills
• Proficiency in use of modern accounting technology such as QuickBooks, Sage Intacct, Bill.com, Nexonia, Excel, Generative AI, etc

Responsibilities

• Responsible for all phases of outsourced accounting engagements
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business
• Plans, schedules and staff engagements using firm policies and procedures
• Maintains familiarity with qualifications of all staff members; reviews and makes staff assignments accordingly
• Prepares engagement letter for approval by partner
• Assists with client billing
• Evaluates internal controls and work programs prepared by staff
• Adheres to engagement time budgets
• Supervises staff and provides on-the-job training; reviews work papers and reports
• Anticipates problem areas of engagement and questions that will arise
• Keeps partner informed of significant developments on engagements; analyzes problems and recommends solutions
• Ensures that client financial statements are prepared in accordance with professional and firm standards
• Communicates progress of engagements, problems and resolutions to client
• Develops staff by assisting in performance evaluations, recruiting, and training
• Possesses a complete knowledge of the firm's philosophy and its opinions on financial matters
• Maintains knowledge of general economic and political trends and legislation that could affect the business climate and the clients
• Mentor and train staff
• Acts as an instructor in professional development programs
• Prepares other reports and projects as requested from time to time by the partners
• Such other duties as may be assigned
• Participates in firm's practice and proposal development efforts

Preferred Qualifications

• CPA license desirable but not required
• A concentration in nonprofit organizations preferred, but we will train the right candidate
• Prior CPA firm experience is preferred
• Strong proficiency in QuickBooks and Sage Intacct preferred
• Experience with cloud-based applications such as Bill.com, Tallie, Expensify, is preferred

Benefits

• 401(k) plan
• Paid individual medical
• A culture that fosters flexibility and career development