Group Manager/Senior Manager - US Accounting - CA/CPA

Group Manager / Sr Manager - US Accounting/Bookkeeping

Job Description:

The Client Accounting Senior Manager is responsible for managing client accounts for Partner Firms , reviewing detailed bookkeeping tasks, and ensuring the accuracy of financial records.

Review and approve journal entries, account reconciliations, and other accounting transactions.

This role demands a high level of attention to detail, excellent organizational skills, and a commitment to maintaining client confidentiality.

Key Responsibilities:

Quality Assurance and Compliance:

- Ensure compliance with accounting standards, regulatory requirements, and internal policies.

- Ensure compliance with relevant regulations and internal procedures.

Bookkeeping:

- Managing a team of 10-15 Client Accounting Preparers and Reviewers and reviewing their work to ensure quality delivery

- Review day-to-day financial transactions and complete the posting process.

- Maintain an accurate record of financial transactions.

- Review bank and credit card statements.

- Review and own accounts payable and receivable processes.

Client Account Management:

- Manage and update client accounts.

- Review and deliver monthly, quarterly, and annual financial statements for clients.

- Assist clients with inquiries related to their accounts and transactions.

Client Service:

- Serve as the main point of contact for client inquiries and issues.

- Provide clients with clear and accurate information regarding their accounts.

- Build & maintain strong client relationships through effective communication & problem-solving.

Process Improvement:

- Identify opportunities for process improvements in bookkeeping and client account management.

- Collaborate with team members to refine accounting procedures and systems.

Qualifications:

Education:

- Bachelor's degree in accounting/commerce or a related field preferred.

Professional Qualification:

- CA/CPA certification is mandatory

- Experience and Competencies:

- Minimum of 8-12 years of experience in US accounting, bookkeeping or a similar role.

- Experience in client account management.

- Strong working knowledge of US GAAP - accounting principles and auditing standards.

- Strong working knowledge of 1099s, various US tax forms, payroll.

- Working experience in both cash and accrual accounting.

- Detail-oriented with excellent analytical and problem-solving skills.

- Strong organizational and time management abilities to handle multiple projects and deadlines.

- Effective communication skills, both written and verbal, to interact with clients and internal teams.

- Ability to work independently and collaboratively in a team environment.

- Ability to manage multiple tasks and prioritize workload.

- Proficiency in bookkeeping software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook).