Accounting Manager – CPA Firm
Carlin & Associates, CPAs is seeking an experienced Accounting Manager to lead our Financial Oversight team. Our well-established San Rafael CPA firm has more than 35 years of experience providing accounting, tax, advisory, and consulting services to high-net-worth individuals, families, privately held businesses, and other clients throughout the San Francisco Bay Area.
This position is responsible for managing and developing the associates who oversee the day-to-day accounting needs of their assigned clients. The Accounting Manager will supervise workflow, review financial reporting and client deliverables, monitor deadlines and budgets, maintain quality-control standards, and coordinate closely with the firm’s tax professionals. The role also includes prospective-client calls, fee proposal preparation and new-client onboarding.
- Pay: $120,000 plus Annual Bonus
- Schedule: Full-time, Monday–Thursday in office; Friday work-from-home
- Location: San Rafael, CA
Team and Engagement Oversight
- Lead the Financial Oversight team and manage the department’s day-to-day workflow.
- Oversee associates’ monthly accounting and financial-reporting engagements.
- Assign and monitor recurring monthly, quarterly, and annual client responsibilities.
- Review month-end financial statements, account reconciliations, cash-flow reports, budgets, and other client deliverables prepared by associates.
- Review team members’ work for accuracy, completeness, and consistency.
- Coach and develop staff while sharing technical knowledge and best practices.
- Monitor project progress, deadlines, time entries, engagement budgets, and client billing.
- Help establish efficient, scalable processes and quality-control standards.
Accounting and Advisory
- Identify accounting issues, process improvements, and advisory opportunities.
- Coordinate closely with the firm’s tax professionals to support accurate and timely tax planning and compliance.
- Provide technical guidance and support to associates as client accounting questions arise.
New Clients and Business Development
- Conduct introductory calls with prospective clients.
- Evaluate prospective-client needs and determine the appropriate scope of services.
- Prepare fee proposals and lead the onboarding of new clients.
- Depending on experience, support business-development efforts and identify opportunities to provide additional services.
Required Qualifications
- Bachelor’s degree in accounting, finance, or a related field.
- At least six years of progressive accounting experience.
- Previous experience supervising, reviewing, or managing accounting staff.
- Strong knowledge of financial statements, general-ledger accounting, account reconciliations, month-end close, budgeting, and cash-flow reporting.
- Demonstrated ability to manage staff workflow and multiple accounting engagements.
- Strong written and verbal communication skills.
- Excellent organizational skills and attention to detail.
- Professional judgment and a commitment to outstanding client service.
- Ability to work independently, take ownership of responsibilities, and collaborate with other departments.
- Advanced proficiency with QuickBooks Online and Microsoft Excel.
Preferred Qualifications
- Master’s degree in accounting, finance, taxation, or a related field.
- Experience working in a CPA firm, outsourced accounting practice, client accounting services group, or family office.
- Experience serving high-net-worth individuals and privately held businesses.
- Prior public-accounting experience.
- Experience preparing fee proposals and onboarding new clients.
- Experience with family-office reporting, personal financial statements, budgeting, and cash-flow planning.
- Demonstrated involvement in business development or expansion of client services.
Compensation and Benefits
- Starting annual salary of $120,000.
- Annual Bonus
- Medical, dental, and vision insurance.
- 401(k) plan with employer matching.
- Profit Sharing
- 3 weeks paid time off and paid holidays.
- A collaborative and professional work environment.
- Direct interaction with firm leadership.
- Opportunities to expand management, advisory, and business-development skills.
- A firm culture that values excellent client service, lasting relationships, professional growth, and a sustainable work-life balance.
Job Type: Full-time
Pay: $120,000.00 - $135,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Application Question(s):
- Do you have experience working in a CPA firm?
- Are you ok with coming into the our office in San Rafael as this is an in-person position?
- Please rate your QuickBooks Online skill level: Beginner, Intermediate, Advanced. Briefly explain why you chose that level.
- Are you located in Marin County, Northern San Francisco or Sonoma County? Only candidates in these areas will be considered
- How many years of Staff Management experience do you have?
Experience:
- Accounting: 6 years (Required)
Work Location: In person
