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Modern CPAs, Inc.

Boutique. Modern. Different. The CPA Firm You&rsquo;ll Actually Love Working For. Modern CPAs&reg; is a boutique, forward-thinking CPA firm based in Newport Beach, California. We deliver fully integrated accounting, tax strategy, and wealth advisory services to a select group of business owners.Our clients are entrepreneurs, service-based business owners, and professionals who want more than compliance. They want a strategic partner. We build deep relationships and help them reduce taxes, improve profitability, and make smarter financial decisions.We are not a traditional firm. We operate as a collaborative, tech-enabled, and relationship-driven team. We are focused on proactive strategy and delivering an exceptional client experience.About the RoleThis is not a traditional accounting manager role.We&rsquo;re looking for an accounting manager who genuinely enjoys working with clients, someone who is comfortable leading conversations, proactively reaching out, and building relationships.In addition, you&rsquo;ll oversee workflows, improve systems, and act as the bridge between our offshore team, U.S. team, and clients.This role is ideal for someone who:<ul><li>Wants to grow into leadership</li><li>Enjoys improving systems and processes</li><li>Thrives in a collaborative, team-based environment</li><li>Is confident working directly with clients</li></ul>What Success Looks Like<ul><li>You take ownership of accounting quality across all client engagements</li><li>You build strong, trust-based relationships with clients</li><li>You create clarity and coordination between offshore and U.S. teams</li><li>You proactively identify issues and implement better processes</li><li>You collaborate closely with our tax team to deliver integrated insights</li></ul>Key ResponsibilitiesReview &amp; Quality Control<ul><li>Review monthly bookkeeping work prepared by our offshore team in QuickBooks Online (QBO)</li><li>Ensure financials are accurate, reconciliations are complete, and meet firm standards</li><li>Provide clear, constructive feedback to both offshore and U.S. team members</li><li>Identify opportunities to improve processes and standardize workflows</li></ul>Workflow &amp; Project Management<ul><li>Manage accounting workflow and deadlines across multiple clients</li><li>Coordinate workload between offshore and onshore team members</li><li>Assist with onboarding new clients, including system setup and process implementation</li><li>Lead and support accounting clean-up projects</li></ul>Client Advisory &amp; Communication<ul><li>Serve as a key point of contact for clients</li><li>Lead client meetings via Zoom to review financials and provide insights</li><li>Explain financial data in a clear, simple, and actionable way</li><li>Collaborate with clients on cash flow, financial performance, and decision-making</li><li>Partner with the tax team to ensure alignment between accounting and tax strategy</li></ul>Requirements<ul><li>4&ndash;7+ years of experience in recent public accounting providing client accounting services (CAS)</li><li>Strong experience with QuickBooks Online (QBO)</li><li>Experience reviewing bookkeeping and ensuring accuracy of financials</li><li>Experience working with multiple clients across different industries</li><li>Comfortable interacting with clients and presenting financial information</li><li>Experience mentoring or guiding team members (direct management not required)</li><li>Strong attention to detail and problem-solving skills</li><li>Ability to manage deadlines and prioritize effectively in a fast-paced environment</li><li>Embraces technology and is comfortable adopting new tools to improve efficiency and client experience</li></ul>Preferred (but not required)<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, or related field preferred (or equivalent practical experience)</li><li>Experience working with offshore or remote teams</li><li>Experience with accounting clean-ups and process improvement</li><li>Familiarity with tools such as Double, Asana, Microsoft Office Suite, and Zoom</li></ul>Schedule <ul><li>Work week: Monday through Friday</li><li>Core collaboration hours: Monday- Thursday 10:00 AM &ndash; 4:00 PM PST</li><li>Flexibility outside of core collaboration hours</li><li>Ability to work extended hours during peak deadlines</li></ul>If you are looking for a role where you can take ownership, collaborate with a strong team, and grow into a leadership position, we would love to hear from you!Job Type: Full-timePay: From $95,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Work from home</li></ul>Application Question(s):<ul><li>Please provide your experience of working remotely. </li><li>How many years of experience do you have working in public accounting providing client accounting services (CAS) using QBO?</li><li>Do you have the ability to work our core hours of 10:00am &ndash; 4:00pm PST Monday &ndash; Thursday?</li></ul>Work Location: Remote

Accounting Manager

Join Modern CPAs, Inc. and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Modern CPAs, Inc.

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Accounting Manager