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Assurance Manager - CAAS

Jobot

Huntington Beach, CA

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JOB DETAILS
SALARY
$110,000–$135,000 Per Year
SKILLS
Accounting, Accounting Software, Business Development, Business Growth, Business Intelligence, Certified Public Accountant (CPA), Cloud Computing, Communication Skills, Credit and Collections, Customer Relations, Customer Satisfaction, Customer Support/Service, Customer/Client Research, Data Visualization Tools, Economics, Finance, Financial Analysis, Financial Metrics, Financial Operations, Financial Strategy, Leadership, Legal, Networking Events, Onboarding, Operational Support, Project/Program Management, Relationship Management, Sales Management, Sales Prospecting, Statement of Work (SOW), Team Building, Technical Accounting
LOCATION
Huntington Beach, CA
POSTED
Today
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 "Quick Apply" buttonand sending us your resume.
Salary: $110,000 - $135,000 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 "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com