Outsourced Accounting & Advisory Services Manager

Location: Bethesda, MD (hybrid or remote available).

Salary range: $120,000 - $165,000

GRF CPAS & Advisors has been part of the Washington, DC metropolitan region since 1981. The firm provides outsourced accounting, auditing, risk advisory and consulting, and tax services to an extensive client base, which consists of nonprofit organizations, government contractors, professional service firms and others.

Looking for Manager/Senior Controller role at an energetic & passionate company? GRF CPAS & Advisors, a Bethesda, MD CPA Firm is in search of a Supervisor/Controller join our Outsourced Accounting and Advisory Services team. This position is fully remote although persons local to the DMV area are welcomed to come to the office at any time.

The OAAS Manager is the liaison between the partner, the client, and the professional staff.  The manager is responsible for managing multiple outsourced accounting projects and engagements simultaneously, and scheduling, staffing, and coordinating of engagement workflow and quality.  Also develops and trains staff and builds relationships leading to new business for the firm.

Essential Functions:

• Responsible for all phases of outsourced accounting engagements.
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business.
• Plans, schedules and staff engagements using firm policies and procedures.
• Maintains familiarity with qualifications of all staff members; reviews and makes staff assignments accordingly.
• Prepares engagement letter for approval by partner.  
• Assists with client billing.
• Evaluates internal controls and work programs prepared by staff.
• Adheres to engagement time budgets.
• Supervises staff and provides on-the-job training; reviews work papers and reports.
• Anticipates problem areas of engagement and questions that will arise.
• Keeps partner informed of significant developments on engagements; analyzes problems and recommends solutions.
• Ensures that client financial statements are prepared in accordance with professional and firm standards.
• Communicates progress of engagements, problems and resolutions to client.
• Develops staff by assisting in performance evaluations, recruiting, and training.
• Possesses a complete knowledge of the firm's philosophy and its opinions on financial matters.
• Maintains knowledge of general economic and political trends and legislation that could affect the business climate and the clients.
• Mentor and train staff.

Other (Secondary) Functions:

•  Acts as an instructor in professional development programs.

• Prepares other reports and projects as requested from time to time by the partners.
• Such other duties as may be assigned.
• Participates in firm's practice and proposal development efforts.

• Bachelor’s degree in accounting or related area (economics, finance, etc.).
• CPA license desirable but not required.
• 5 years or more experience in public accounting or private industry, demonstrating a progression in complexity, scope, and number of engagements managed. A concentration in nonprofit organizations preferred, but we will train the right candidate. Prior CPA firm experience is preferred.
• Strong proficiency in QuickBooks and Sage Intacct preferred.
• Experience with cloud-based applications such as Bill.com, Tallie, Expensify, is preferred.
• Organize projects, set priorities, and delegate tasks under evolving circumstances for different clients & partners.
• Keep long term objectives in mind while focusing on daily activities.
• Maintain confidentiality of sensitive firm and client information.

Demonstrated Skill and Ability Requirements:

• Effective written and oral communications with employees, partners, and clients, and vendors.
• Organize projects set priorities and delegate tasks under constantly changing circumstances for different clients and partners.
• Assume lead role in planning and implementing assigned projects.
• Keep long term objectives in mind while focusing on daily activities.
• Maintain confidentiality of sensitive firm and client information.
• Demonstrated ability to bring in new business.

Continuing Accounting Educational Requirements:

• Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.
• Participates in career development program to improve managerial, communication, and interpersonal skills.

Required Licenses, Certificates or Knowledge:

• Proficiency in use of modern accounting technology such as QuickBooks, Sage Intacct, Bill.com, Nexonia, Excel, Generative AI, etc.

This is a full time position with option to work remotely or at our headquarters in Bethesda, MD. Our office is located 2 blocks from the metro. Our benefits include a 401(k) plan, paid individual medical and a culture that fosters flexibility and career development. We look forward to hearing from you!

GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.