Accounting Manager - Client Onboarding & Project Services
Greyrock Accounting offers a wide range of accounting, tax and financial advisory services to individuals and businesses. We are presenting an exciting opportunity to join a community of professionals that thrives on creativity, innovation, and camaraderie. We believe that every member of our team plays a crucial role in our success, and we all share a passion for helping our clients achieve their financial goals.
We are currently in search of an experienced Accounting Manager that focuses on onboarding new monthly accounting engagements as well as project-based hourly engagements. These engagements range from a customized scope of services, whether our team is cleaning up historical data, developing customized financial reporting, analyzing data to prepare a client for a merger/acquisition, and much more!
Duties :
Serve as the Accounting Manager on multiple project client engagements, to include but not limited to the following:
• Review bank account reconciliations, checks, and cash reporting for multiple periods
• Review and/or perform account reconciliations and make adjustments as needed
• Review and/or prepare all month-end closing journal entries, including payroll entries, for various clients
• Establish procedures and workpapers to maintain reconciliations for all accounts as needed
• Prepare financial statements, including designing and implementing financial reporting based on industry, management, or other needs
• Develop and maintain workpapers for various balance sheet accounts, such as deferred revenue, prepaid expenses, fixed assets, etc.
• Prepare cash flow projections, budgets and forecasting projects as needed
• Assist with miscellaneous projects as they arise
Serve as Client Onboarding Manager, to include but not limited to the following:
• Act as the main point of contact for new clients and internal teams throughout the onboarding process, providing regular status updates and addressing any concerns or issues
• Maintain detailed and accurate records of client onboarding activities, ensuring all client requirements are met before transitioning to ongoing recurring team
• Coordinate with internal tax and recurring team to ensure client files are property set up in accordance with Greyrock policies and workpaper documentation procedures
• Oversee the setup and configuration of accounting software, tools, and systems for both clients and Greyrock employees, providing ongoing technical support as needed during early stages of client onboarding
• Conduct training with new clients, as needed, for accounting software, dashboards and reporting tools
Supervise and train senior accountants and staff, to include but not limited to the following:
• Work with each direct report to establish goals and objectives for each year and monitor and advise on the progress to enhance professional development
• Assist with time management to ensure that all deadlines are met
• Handle personnel and performance issues related to direct reports
• Should enjoy working with, meeting, and talking to clients and teammates on a regular basis
• Participate in ongoing educational opportunities to remain current on accounting standards
• Reports directly to Director of Client Onboarding and Project Services
Requirements:
• Bachelors or Master’s degree in accounting
• 5+ years of public accounting or relevant industry experience
• Working knowledge of financial statements
• Experience with QuickBooks (Desktop and Online) preferred
• Excellent interpersonal and proactive communication skills
• Excellent project and time management skills
• Demonstrates accountability and aspiration to deliver results on set timeline
• Attention to detail to effectively analyze general ledger accounts and financial statements
Accounting
Accounting/Auditing and Finance
Full-time