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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