The US Accounts Manager serves as the primary liaison between a company and its clients. They oversee ongoing client relationships to ensure satisfaction, drive retention, and uncover growth opportunities via upselling or cross-selling.
Essential Duties and Responsibilities
- Engagement Management
- Review and manage complex accounting engagements, ensuring accuracy and completeness.
- Analyze engagement scope to manage schedules, budgets, and deadlines effectively.
- Monitor compliance with reporting deadlines and time budgets.
- Financial Oversight
- Provide CFO-level support, including financial reviews and management reporting.
- Develop and monitor budgets and forecasts in collaboration with clients.
- Maintain direct interaction with partners and clients, providing strategic financial insights.
- Accounting Operations
- Lead accounting clean-up projects and ensure books are audit ready.
- Oversee month-end and year-end closings, including review of financial statements prepared by staff.
- Manage inventory accounting and reporting.
- Compliance & Filings
- Ensure payroll compliance and manage payroll return filings (Forms 940 and 941).
- Handle sales tax calculations and filings across multiple jurisdictions.
- System & Process Management
- Lead accounting system migrations, ensuring smooth transitions and data integrity.
- Team Leadership & Development
- Assign duties, train staff, and oversee performance across multiple engagements.
- Mentor and coach team members to support their career development.
- Supervise Senior, Staff, and Associate Accountants, ensuring high-quality deliverables.
- Technical Expertise
- Utilize advanced knowledge of QuickBooks Desktop QBD, QuickBooks Online QBO, and Excel for financial analysis and reporting.
- Client Requirements
- Experience working with CPA Firms.
- Main Industry - LAW FIRMS Accounting Experience. Good hands on managing IOLTA Accounts.
- Finalization of Accounts.
Key Success Measures
- Client Client Satisfaction, Associate Retention and Attraction
- Financial Reduced cost-to-serve/optimization, Profitability improvement
- Operational Defined Structure, Improved Employee Value Proposition
- People Higher associate engagement, lower attrition
Education, Skills & Experience
Bachelor's or master's degree in accounting.
CA or CA inter or CPA
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Manager - US Account (Gujarat)
🏢 QX Global Group
📍 Gujarat
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