Position Title: Accounting Manager
Location: Flower Mound, TX
About the Opportunity
Our client is a growing accounting and advisory firm serving high net worth individuals and business owners, known for close, high touch client relationships and a team built to handle sophisticated financial situations with a personal touch.
The Accounting Manager is the bridge between the firm's clients and its bookkeeping team. This person owns the client relationship on accounting engagements, presenting and explaining financial results, managing expectations, and making sure every client is satisfied, while directing the bookkeeping team's day to day work so that monthly closes and cleanup projects are completed accurately and on time. The ideal candidate combines strong technical review skills with the communication ability to translate financial statements for non-accountant business owners. This is a senior role, an active CPA license and 10+ years of experience are required.
Client Relationship & Communication
• Serve as the primary point of contact for accounting clients across onboarding, monthly deliverables, and ad hoc requests
• Present and explain financial statements in plain language, walking business owners through their P&L, balance sheet, and cash position, and answering questions about results, trends, and variances
• Set and manage client expectations on scope, timelines, and deliverables; communicate status proactively and flag delays before the client has to ask
• Oversee client document requests (bank statements, credit card statements, loan documents, receipts) and follow-ups, ensuring outstanding items don't stall the close
• Consolidate the team's open questions on unclear or uncategorized transactions into organized, periodic client communications rather than piecemeal requests
• Handle client concerns and escalations directly, and confirm ongoing satisfaction with deliverables and service
Team Management & Workflow Coordination
• Direct the day to day work of the bookkeeping team, including remote and offshore staff: assign clients, prioritize tasks, and balance workloads across multiple concurrent engagements
• Own the monthly close calendar, track each client's status, enforce internal deadlines, and escalate bottlenecks early so no close slips
• Review and approve the team's work before anything is delivered to a client
• Coach and train bookkeepers: give clear review notes, and build checklists, procedures, and review templates that raise quality and reduce rework over time
• Work with the tax team to ensure year end books are closed, reconciled, and tax ready, and that the financial statements are in line and consistent with the tax returns as filed
Technical Review & Quality Control
• Perform final review of monthly financials, bank and credit card reconciliations, and journal entries before client delivery
• Review non-routine entries: fixed asset purchases, loan payoffs, owner distributions, and intercompany transactions across multi-entity structures
• Review payroll register reconciliations against the general ledger
• Troubleshoot reconciliation breaks and bank feed issues the team cannot resolve on its own
• Review prospective clients' existing books in cloud-based accounting software and produce a clear cleanup scope: task list, timeline, and effort estimate
• Oversee multi-year cleanup projects from scoping through completion, keeping the team on plan and the client informed
Real Estate & E-commerce Client Experience
• Comfortable reviewing accounting for property sales, purchases, and 1031 like-kind exchanges recorded from closing and settlement statements, including gain/loss calculations, loan payoffs, and escrow items
• Able to oversee books for rental property portfolios held across multiple entities
• Able to review Amazon and Shopify reconciliations, settlements, payouts, fees, refunds, and sales tax, tied out to bank deposits, with channel level P&L reporting
Payroll & Sales Tax Compliance
• Proficient in running payroll and assisting with payroll tax matters, primarily in Gusto, with the ability to work in other payroll providers as well
• Prepare and file sales tax returns for clients who need them
Qualifications & Software
• Active CPA license required
• 10+ years of accounting or bookkeeping experience, including experience reviewing others' work or supervising a small team
• Strong grasp of accounting fundamentals (debits/credits, accrual concepts, chart of accounts) and able to pick up new software quickly
• Proficient in QuickBooks Online; experience with Wave, Xero, or Odoo is a plus
• Experience with Gusto payroll strongly preferred
• Experience with Ramp is a plus
• Excellent written and verbal communication, able to explain financial information clearly and confidently to non-accountants
For immediate consideration, please contact Gage Plueger or Gatlin Johnson directly.
About The Agency Recruiting
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