Client Advisory Services Manager

Our Firm is a boutique Certified Public Accounting Firm specializing in accounting, tax, audit, bookkeeping, and advisory services. Our clients are based both within the U.S. and abroad and come from a variety of industries. We serve individual businesses and clients of all sizes.

We believe in the value of relationships and believe that in order for our Firm to succeed, our team members must also succeed. We provide our team members with the opportunity to grow in a supportive environment. We provide a competitive compensation and benefit package and work with our team members to achieve a sustainable work-life balance.

The Role

As a managing member of CAS, you will operate in a team setting and help to cultivate and drive personal and team successes through mentorship, training, upward mobility, and leadership. You’ll collaborate with our cross-functional partners in the Firm, forging relationships with the Tax and AA departments in order to deliver best-in-class services to our clients in all industries.

  • Oversee the preparation of financial reports and maintenance of general ledger which includes assistance in calculations, posting journal entries, verification of financial data, etc.
  • Routinely review and analyze financial reports.
  • Routinely review compliance filings such as sales tax, payroll tax, etc.
  • Provide day-to-day direction, mentorship, and functional guidance to staff.
  • Perform research and formulate responses to clients.
  • Provide QuickBooks support to staff and clientele.
  • Participate in the development of new concepts that will help automate workflow to achieve efficiency and scalability.
  • Maintain the integrity of accounting records by ensuring staff complies with organization accounting policies and procedures.
  • Coordinates and oversees all open items related to month-end/quarter-end/annual close, ensuring completeness, accuracy and timeliness of reporting.
  • Ensure job execution, documentation, consultation, and completion in accordance with required policies and procedures.
  • Delegation of assignments to staff and workflow scheduling and monitoring.

Candidate Requirements

  • Must have at least 10 years of experience in a supervisory role in either the Public or Private sectors.
  • Must have at least 10 years of direct supervising, mentoring, and training of staff accountants.
  • Must possess strong basic accounting fundamentals, be detail oriented, and knowledgeable of various accounting software programs.
  • Must have a strong comprehension of accounting concepts for a variety of business types, including revenue and expense recognition, and maintenance of balance sheet including supplementary schedules and reconciliations.
  • Strong communication skills for daily interaction with partners, managers, staff, and clients.
  • Daily tasks will vary and candidate must be able to transition regularly among client accounts and daily tasks.
  • Experience in maintaining financial statements for a variety of clientele.
  • Must have reported to partner, senior manager, or business owner.

Hiring Requirements

  • Examples of written communication in connection with financial reporting will be required.
  • Must be available to work the following hours:

Regular Season Hours
-Standard office hours: 9:00 a.m. to 5:30 p.m. (1 hour lunch)
-Flexible start time: 8:00 a.m. to 10:00 a.m.
-7.5 hour work day
Tax Season Monday through Friday Hours (Jan – April)
-Standard office hours: 9:00 a.m. to 6:00 p.m. (1 hour lunch)
-Flexible start time: 8:00 a.m. to 10:00 a.m.
-8 hour work day
Tax Season Saturday Hours (Jan – April)
-10:00 a.m. to 1:00 p.m. (compensatory time/pay provided)

Education and Computer Skills

  • Bachelor’s or Master’s Degree in Accounting or related field
  • QuickBooks Desktop – Certification required
  • QuickBooks Online – Certification required
  • Microsoft Word, Excel, Outlook

LH Friskoff Offerings

  • Competitive Industry Salary
  • Hybrid Work Schedule (6 WFH days/month)
  • Flexible Start Time (8:00 a.m. to 10:00 a.m.)
  • Friday Hours (Memorial Day through Labor Day): 9:00 a.m. to 3:00 p.m. (1 hour lunch)
  • Comprehensive Medical, Dental, Vision, FSA, Commuter, and Ancillary Benefits
  • 401K Profit Sharing Plan with Match
  • Generous Paid Time Off Policy

Interested in this job? Please email your resume and cover letter to