Accounting Manager

Boutique. Modern. Different. The CPA Firm You’ll Actually Love Working For.

Modern CPAs® 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 Role

This is not a traditional accounting manager role.

We’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’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:

• Wants to grow into leadership
• Enjoys improving systems and processes
• Thrives in a collaborative, team-based environment
• Is confident working directly with clients

What Success Looks Like

• You take ownership of accounting quality across all client engagements
• You build strong, trust-based relationships with clients
• You create clarity and coordination between offshore and U.S. teams
• You proactively identify issues and implement better processes
• You collaborate closely with our tax team to deliver integrated insights

Key Responsibilities

Review & Quality Control

• Review monthly bookkeeping work prepared by our offshore team in QuickBooks Online (QBO)
• Ensure financials are accurate, reconciliations are complete, and meet firm standards
• Provide clear, constructive feedback to both offshore and U.S. team members
• Identify opportunities to improve processes and standardize workflows

Workflow & Project Management

• Manage accounting workflow and deadlines across multiple clients
• Coordinate workload between offshore and onshore team members
• Assist with onboarding new clients, including system setup and process implementation
• Lead and support accounting clean-up projects

Client Advisory & Communication

• Serve as a key point of contact for clients
• Lead client meetings via Zoom to review financials and provide insights
• Explain financial data in a clear, simple, and actionable way
• Collaborate with clients on cash flow, financial performance, and decision-making
• Partner with the tax team to ensure alignment between accounting and tax strategy

Requirements

• 4–7+ years of experience in recent public accounting providing client accounting services (CAS)
• Strong experience with QuickBooks Online (QBO)
• Experience reviewing bookkeeping and ensuring accuracy of financials
• Experience working with multiple clients across different industries
• Comfortable interacting with clients and presenting financial information
• Experience mentoring or guiding team members (direct management not required)
• Strong attention to detail and problem-solving skills
• Ability to manage deadlines and prioritize effectively in a fast-paced environment
• Embraces technology and is comfortable adopting new tools to improve efficiency and client experience

Preferred (but not required)

• Bachelor’s degree in Accounting, Finance, or related field preferred (or equivalent practical experience)
• Experience working with offshore or remote teams
• Experience with accounting clean-ups and process improvement
• Familiarity with tools such as Double, Asana, Microsoft Office Suite, and Zoom

Schedule

• Work week: Monday through Friday
• Core collaboration hours: Monday- Thursday 10:00 AM – 4:00 PM PST
• Flexibility outside of core collaboration hours
• Ability to work extended hours during peak deadlines

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-time

Pay: From $95,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Application Question(s):

• Please provide your experience of working remotely.
• How many years of experience do you have working in public accounting providing client accounting services (CAS) using QBO?
• Do you have the ability to work our core hours of 10:00am – 4:00pm PST Monday – Thursday?

Work Location: Remote