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Manager - Business Advisory Accountant 🔥


As our firm continues to grow, we are seeking a Manager to join the Advisory group that focuses on working with business entities. This self-starter strives to perform at a high level of service. Under minimal supervision, the Manager can work independently and is passionate about supporting businesses.

The Manager is responsible for owning relationships and driving enhanced value with clients by identifying and implementing best practices that improve the accounting and finance operations of businesses. This individual is the liaison between the partner and staff and is regarded as the primary firm contact by the majority of assigned clients. Specific duties include budgeting, monthly closing processes, leading teams and completing special projects for business clients.

At Abdo, we’re not your typical accounting firm. For us, ‘Lighting the path forward’ means that we go well beyond traditional accounting and auditing to deliver solutions that help our clients succeed. We carefully seek out the best People and trust them to carry out a proven, client-centered Process.

Our culture is built on the following principles:

  • Relationships: We give our best to our clients and to each other.
  • Teamwork: We accomplish great things together.
  • Growth & Development: We get better every day.
  • Meets with prospective clients to gain and in-depth understanding of their needs; prepares and presents engagement proposals in conjunction with Advisory partner
  • Determines scope for new projects and constructs a fee estimate/budget; bill engagements in a timely manner
  • Manages client relationships through handling communications with client, associates, and partners
  • Provides controller services with existing clients and new opportunities; works with clients and their internal accounting department on closing monthly financials, creates management reports, participates in C-Suite meetings, improves business performance, assists with strategy
  • Performs compilation and review services including review of files, works with team and client on GAAP and Tax accounting, teaches and mentors staff, and financial reporting including writing footnote disclosures
  • Supports clients with ad hoc accounting projects such as forecasting, planning, internal controls, process evaluations, creation and monitoring of KPI’s and dashboards, helps clients navigate complex issues
  • Serves as QuickBooks liaison with Advisory Team on QBO implementation; supports conversions to QBs, set-up, and training
  • Provides client support to tax planning considerations/concepts; comprehends and analyzes the information presented on different tax return forms, helps clients navigate organization decisions and their potential financial and tax implications; identifies when to seek support from tax team members
  • Develops existing clients and markets additional services to assist with firm growth
  • Delegates work, plans and manages workflow and multiple engagements to ensure timely completion
  • Educates clients on how their accounting and finance needs will evolve as their business grows; supports change management process.
  • Bachelor's degree in Accounting or Finance
  • CPA license preferred
  • 5+ years' experience working in public accounting/finance; experience with demonstrated progression to leadership role
  • Possess and apply sound technical and operational knowledge in the practice area
  • Knowledge and ability to apply Generally Accepted Accounting Principles, FASB regulations, and various software applications
  • Strong computer skills and Microsoft Excel skills
  • Excellent communication skills; both verbal and written
  • Ability to effectively interact with all levels of management and staff, clients, and other external business contacts
  • Excellent client-service orientation with an ability to expand services and develop new business

Attracting, developing, and retaining the best employees are our highest priorities at Abdo, LLP. Listed as one of America's Top Recommended Tax and Accounting Firms by Forbes, we are always seeking talented individuals who can contribute to the continued growth and success of our firm. If you desire flexibility and control in your work schedule along with recognition for your efforts, Abdo has the opportunity you’re looking for! Apply online TODAY!

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Flexible Workplace: *

As a flexible workplace, we support a variety of working arrangements including working mostly from home, a hybrid model, or working mostly from the office. We want our people to work where they work best! We are also open to remote candidates for this position.

Interviews for this position may be conducted via Zoom video. Please let us know if you need assistance with this technology.

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EEO Policy: Abdo LLP and its subsidiary companies are committed to providing equal employment opportunities to all employees and applicants for employment without regard to any legally-recognized basis “protected class” including but not limited to: veteran status, uniform service member status, race, color, religion, sex, national origin, age, physical or mental disability, sexual orientation or marital preference, genetic information or any other protected class under federal, state, or local law._

Job Type: Full-time


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