About This Role
Combining hands-on accounting, practical client guidance, and process improvement, this role offers an opportunity to shape how a growing CPA firm delivers client advisory services. You will manage accounting and close activities while building systems, improving workflows, and using automation and AI to reduce repetitive work, working directly with business owners and their internal teams.
Responsibilities
- Manage month-end close, reconciliations, and accrual-basis accounting for an assigned group of clients using Net Suite
- Identify repetitive tasks and improve them through templates, imports, reporting tools, workflows, and integrations
- Improve accounting system configurations, reports, and dashboards to support accurate, efficient financial reporting
- Lead the systems and workflow components of new client onboarding and accounting cleanups
- Work directly with business owners and their teams to resolve issues, explain financial information, and recommend practical improvements
- Evaluate and implement AI and automation tools that improve accounting workflows and team productivity
- Document processes and train team members so improvements can be used consistently across clients
- Exercise sound judgment, take ownership of problems, and move solutions forward
Requirements
- At least 4 years of accounting experience, including public accounting or client advisory services (CAS)
- Strong experience with month-end close, account reconciliations, and accrual-basis accounting
- A proactive approach to problem-solving and the ability to make decisions with appropriate independence
- Sound judgment when reviewing financial information and identifying issues that need attention
- An interest in technology, automation, and efficiency, with a concrete example of a process you improved
- Strong Excel or Google Sheets skills
- The ability to explain accounting concepts clearly to business owners without a finance background
- Comfort balancing client needs, accounting deadlines, and systems improvement projects
Nice to have:
- Net Suite experience, including reporting, saved searches, dashboards, or workflows
- Experience with workflow automation platforms, systems integrations, or AI tools
- Experience supervising, training, or reviewing the work of accounting staff
Benefits
- Health, dental, and vision insurance
- 401(k) with employer matching
- Health savings account
- Life insurance
- Paid time off
About the Company
Our client is a growing CPA firm that helps business owners understand their numbers and builds better ways to deliver them.
