Accounting & Advisory Manager

Lead, Advise, and Grow - Shape the Future of Client Accounting in Orange County's Most Dynamic CPA Firm

This Jobot Job is hosted by: Connor Venanzi
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $110,000 - $150,000 per year

A bit about us:

About Us
We do more than manage numbers - we help businesses move forward with clarity and confidence. Our team of experienced accounting and advisory professionals partners with business owners and leadership teams to deliver the financial insight and operational support they need to grow, adapt, and thrive.
We work alongside our clients as true partners, taking the time to understand their goals, their challenges, and where they want to go next. From day-to-day accounting operations to long-term financial strategy, we bring the expertise and care that makes a real difference.
Our people are at the heart of everything we do. We invest in their growth, foster a culture of accountability and collaboration, and empower them to deliver exceptional work for the clients who count on us.
Whether you're a growing business looking for reliable financial leadership or an experienced professional ready to do meaningful work - we'd love to connect.

Why join us?

Fast Growing Regional Firm
High Visibility To Leadership

Job Details

Manager, Client Accounting & Advisory Services
Join our growing advisory team as a Manager, playing a key leadership role in delivering high-quality accounting support and strategic financial insights to clients. You'll oversee full-cycle accounting operations, serve as the primary client contact, and guide junior accountants through development and performance excellence.
What You'll Do
Client Service

Manage full-cycle client engagements with technical expertise across finance and accounting
Facilitate discovery meetings, assess client needs, and build accounting solutions
Produce accurate financial statements and financial analysis
Evaluate and leverage client-facing accounting technologies
Partner with senior leadership to develop recommendations on technical accounting issues

Business Development

Identify new opportunities within existing client relationships
Design and scope client solutions; develop statements of work
Participate in networking events and industry groups
Articulate advisory service offerings to prospects and contacts

Team Development

Supervise, review, and provide feedback on work produced by junior staff
Support recruiting and onboarding of entry-level team members
Foster accountability and a culture open to change

Project Management

Manage engagement billing, collections, and key financial metrics
Oversee client satisfaction and engagement performance

What You Bring

Bachelor's degree in Accounting, Finance, Business, or Economics
5+ years of relevant experience; 2+ years in a supervisory role
CPA preferred; consultative or advisory background a plus
Proficiency in Excel, accounting software (e.g. cloud-based platforms), and BI/data visualization tools
Strong communication, relationship management, and project management skil

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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