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Manager, CAAS

Boos & Associates A Professional Corporation

East Long Beach, CA

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JOB DETAILS
SALARY
$100,000–$125,000 Per Year
SKILLS
Accounting, Accounting Software, Accounts Receivable, Administrative Skills, Analysis Skills, Best Practices, Billing, Business Development, Business Intelligence, Business Strategy, Cartography, Certified Public Accountant (CPA), Change Management, Communication Skills, Consulting, Credit and Collections, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction, Customer Support/Service, Customer Training, Customer/Client Research, Data Mapping, Data Visualization, Data Warehousing, Database Report Tools, Delivery Management, Diversity, Economics, Emerging Technology, Employee Relations, Finance, Financial Management, Financial Reporting, Financial Statements, Financial Support, Financial Trend Analysis, Forecasting, Geography, Industry Standards, Information/Data Security (InfoSec), Intuit Quickbooks, Leadership, Medical Conditions, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Product Family, Microsoft Word, Multitasking, Onboarding, People Management, Presentation/Verbal Skills, Pricing, Process Improvement, Product Reviews, Project Planning, Project/Program Management, Proposal Development, Public Accounting, Purchasing/Procurement, Resolve Customer Issues, Sales, Sales Management, Sales Prospecting, Service Delivery, Set Goals, Staff Requirements, Statement of Work (SOW), Strategic Planning, Tax Accounting, Tax Planning, Team Player, Technical Accounting, Technical Leadership, Technical Support, Time Management, Writing Skills
LOCATION
East Long Beach, CA
POSTED
4 days ago
Boos & Associates is recognized for the 8th consecutive year as one of the Fastest Growing Companies in the Central San Joaquin Valley. Join our growing Client Accounting & Advisory Solutions (CAAS) team as a Manager, where you’ll play a key leadership role in delivering high‑quality accounting and financial support and strategic insights to our clients. In this position, you will oversee full‑cycle accounting operations, serve as the primary point of contact for business owners and stakeholders, and guide a team of junior accountants through training, development, and performance excellence. We’re seeking a solutions‑oriented accounting professional who thrives in a collaborative environment, excels in client service, and is passionate about optimizing processes and delivering consistent, accurate financial results. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the Manager will be responsible for client relationship management including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, providing business insights and developing the what’s next for the client. If you're ready to serve clients, grow professionally, help expand our firm, and lead others, consider applying. What you will be doing: Client Service Delivery Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function; produces accurate financial statements, and provides financial analysisUnderstands the technology packages clients are using to support their accounting/finance functions; can describe the major functions each system performs, and knows how the system performs those functions; learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are for using them, and applies these technologies to an engagementFacilitates effective discovery meetings with clients; is inquisitive by nature; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structureAccurately determines the cost of building a client solution; calculates the benefit to a client in dollar terms of the solution, using the pricing process; and can effectively communicate the real value of the engagementWorks with Senior Managers and Directors to learn to formulate recommendations to client leadership on technical accounting issues; educates clients on how their finance and accounting needs will change as their business evolves; helps clients identify areas of opportunity and future business needs.Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changesLearns to support the client through business changes and helps to develop and execute the change management plan; handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting functionGathers information necessary from the client and organizes this information so it is easily accessible for the team and the client as applicable and creates, develops and maintains strong business relationships with clients, both internal and external Business Development Learns business development strategies and service offerings targeted for various industries and ensures prospect and sales information is entered into CRM as appropriateRecommends and designs solutions for clientsEvaluates clients for acceptance and develops statements of work based on solutions they have proposed, with support from leadershipDevelops exposure to industry teams and business development resources; develops an awareness of the impact that different industries and service offerings have on technical work and final deliverable; participates in industry trade groups and networking eventsListens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadershipArticulates the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact Developing Others Fosters a culture that embraces change and accountabilityIdentifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvementsParticipates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding processServes as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure; knows what is required from a compliance perspective and develops an understanding of what is considered a standard or best practice for the industry or business structure Project Management Creates a work plan following best practices of project Bills engagements in a timely and effective manner, appropriate to the client’s situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metricsOversees client satisfaction with quality of work products, assigned staff, and engagement performanceEnsures clients are billed timely in accordance with the SOW and follows billing and collections best practices; works with team to resolve any client billing issues Supervisory Responsibilities Supervises overall client engagement; Works with personnel on applicable client engagements by reviewing work and providing feedback on final work productEvaluates the performance of Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firm’s objectives What You Bring: Education Qualifications, Knowledge, Skills and Abilities Bachelor’s degree in Accounting, Finance, Business or Economics, requiredMBA or other relevant advanced degree, preferred Experience Five (5) or more years of relevant experience, requiredTwo (2) or more years of supervisory experience, preferredConsultative or business advisory experience, preferred License/Certifications CPA certification preferred Software Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, requiredExperience utilizing industry standard accounting software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferredExperience using advanced financial reporting tools and using data warehousing, mapping and other tools to provide information mapping, analysis and presentationExperience using modern visual analytics and business intelligence (BI) platforms and Data Visualization technologyPrior experience utilizing industry recognized accounting research tools, preferred Other Knowledge, Skills & Abilities Excellent verbal and written communication skillsUnderstands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where the firm can add valuePresents well in one-on-one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediatelyGAAP knowledge, financial statement presentation, and report writingProven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service deliveryAbility to successfully manage multiple tasks while working independently or within a group environmentInteracts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal staff members and clients Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. More About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 130 and anticipate continued expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs. We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages. We are an independent member of the BDO Alliance USA. As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally. Compensation details: 100000-125000 Yearly Salary PI5f20ed21eb40-25448-403352575c143e31-5e48-4549-b638-05792d185386

About the Company

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Boos & Associates A Professional Corporation