Client Accounting Manager

Job Description

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. The Client Accounting Manager oversees financial reporting, manages accounting principles, and practices, and supervises accounting staff. This role ensures accuracy in financial information, compliance with regulations, and effective internal controls. Additionally, the Accounting Manager collaborates on year-end client tax and audit projects, participates in forecasting activities, and contributes to strategic financial planning.

INDUSTRY FOCUS: Construction

Roles and Responsibilities

Technical Expertise & Quality

• Oversee Financial Reporting to ensure accurate and timely preparation of financial statements.
• Review financial reports for completeness and compliance with accounting standards.
• Coordinate with internal stakeholders to provide relevant financial information to clients and team members.
• Assist in developing and implementing efficient and effective accounting policies and procedures.
• Maintain current and relevant knowledge of accounting regulations and compliance requirements.
• Manage accounting processes by planning and delegating tasks and assignments to the appropriate team members effectively.
• Oversee General Ledger preparation, maintenance, and reconciliation by ensuring accurate journal entries and ledger postings.
• Review and analyze ledger accounts for discrepancies or errors.
• Coordinate and assist in preparation for year-end closing processes.
• Continuously evaluate accounting workflows to identify and address quality and accuracy gaps.
• Prepare schedules and documentation for external audits and tax filings.
• Serve as a liaison to auditors and tax professionals to facilitate smooth audit processes.
• Analyze variances between actual results and forecasts to assist in the development of financial forecasts and budgets.
• Provide insights and recommendations to improve forecast accuracy.

Professionalism & Service Excellence

• Serve as a positive representative of YHB by demonstrating the ability to communicate with others effectively and respectfully in both written and spoken correspondence and to act in a professional manner.
• Ensure complete confidentiality of all client and firm information.
• Maintain open and frequent communication with accounting team regarding the status of open tasks, assistance needed, and/or anticipated roadblocks or challenges.
• Maintain a thorough understanding of client’s needs and expectations by drawing on prior experience, as well as through peer inquiry, observation, and independent research.
• Uphold YHB’s firmwide quality standards in all client communications, reports, and deliverables.
• Understand the importance of meeting client expectations, deadlines, as well as the importance of flexibility to assist the team to meet these expectations and deadlines.

Productivity & Business Development

• Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing purposes.
• Take responsibility and ownership of work to meet goals and performance expectations.
• Ability to manage available time to ensure assigned work is completed within budgeted timeframes while also dedicating time to coaching and developing less experienced Associates.
• Maintain a general working knowledge of YHB’s service capabilities and develop the ability to articulate this information to clients or prospective clients.
• Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.

Continuous Learning & Professional Development

• Actively participate in professional development activities during period of non-billable time such as continuing education, training others, firm recruiting initiatives, firm committees, and/or firm marketing and business development.
• Complete assigned training courses or learning tracks within the appropriate timeframe and seek opportunities to further develop industry-specific expertise.
• Demonstrate an increasing ability to set challenging goals and to work through challenging assignments, seeking guidance and mentorship from in-charge staff as needed.
• Demonstrate the ability to generate creative and innovative solutions and to confidently express these ideas.

Leading & Developing Others

• Actively participates in the development of less experienced team members and the overall growth of the firm through peer coaching, campus recruiting activities, internship/externship support, etc.
• Actively seek feedback and input from peers and leadership as a resource for personal development and information sharing.
• Ability to maintain a positive working relationships with firm leadership, clients, and other team members.
• Possesses an understanding of the importance of cooperation and teamwork in working toward the collective success of the team and the firm.
• Provide guidance and mentorship to Client Accountants and Specialists on completed work quality, necessary adjustments, and best practices.

Benefits & Perks

We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy:

Competitive Compensation & Rewards:

• Market-competitive salary with performance-based bonuses.
• Retirement savings plan with a 401(k) & profit-sharing plan.

Comprehensive Health & Wellness:

• Health, dental, and vision insurance.
• Wellness programs and employee assistance programs (EAP).
• Paid parental leave and family support.

Professional Development:

• Learning and development opportunities.
• Tuition reimbursement.
• CPA exam support, certification reimbursements, and mentorship programs.
• Internal promotions and career pathing opportunities.

Work-Life Balance:

• Generous paid time off (PTO) and holidays.
• Flexible work arrangements (hybrid/remote options available).

Engaging Work Culture:

• Collaborative and inclusive work environment.
• Employee resource groups and diversity initiatives.
• Social events, team-building activities, and volunteer opportunities.

YHB is strongly committed to providing equal employment opportunity for all employees and all applicants for employment. For us, this is the only acceptable way to do business!