Accounting Manager at Current Advisors — Charlotte, NC

# About the Company

Our member firm is hiring for their office based in Charlotte, NC!

Join a growing Charlotte-based CPA firm as an Accounting Manager and become a key leader within a collaborative, client-focused team. This role is ideal for an experienced accounting professional who enjoys building strong client relationships, mentoring team members, and delivering strategic accounting solutions to privately held small- and mid-sized businesses. You'll oversee client engagements, provide trusted financial guidance, and help develop staff while continuing to grow your own career through leadership opportunities, professional development, and a clear path for advancement.

Responsibilities

• Client Accounting Services (“CAS”), which encompasses quarterly or monthly outsourced controllership and consulting to clients’ accounting staff or office managers.
• Oversee and review all general ledger reconciliations and Review client journal entries.
• Review fixed asset registers.
• Review prepaid and accrual schedules.
• Review the month-end close process.
• Review and troubleshoot any issues with bank and credit card reconciliations.
• Review schedules for external auditor requests.
• Supervise and mentor a team of staff and interns within our mentorship program.
• Lead the client on-boarding process, including developing financial reports, chart of accounts, and initial revisions.
• Analyze financial results and make recommendations to client management.
• Reconcile, review and post monthly payroll entries.
• Review annual 1099 forms and annual/quarterly payroll tax returns.
• Review business personal property tax returns.
• Review income tax returns for small businesses and their owners.
• Work as a team with the client manager to coordinate multiple service deliverables and setting timelines for the accounting, attest, and tax compliance as a holistic service provider.
• Generate invoices for client services for partner review.
• Start to develop new business relationships with potential clients and company personnel to grow the clientele base and work to foster on-going efforts to obtain additional opportunities for the firm.

Requirements

• 6+ years of relevant experience, specifically external client-facing services.
• Prior experience in training and technical review of staff work.
• Experience with various versions of QuickBooks Desktop and Online.
• Excellent attention to detail with a high degree of accuracy.
• Ability to prioritize effectively and meet tight monthly deadlines.
• Strong judgment skills and ability to know when to escalate an issue to the partner on a client account.

Preferred

• Active CPA License or EA
• Experience with business clients $1-$15+ million in revenue.
• Knowledge of federal and state payroll tax requirements.
• Intermediate to Advanced skills with Excel (including pivot and VLOOKUP).
• Industry knowledge for construction/contractors, real estate, and/or professional services.
• Motivated to be an advisor to a variety of business clients with varying skill levels.
• Seeking opportunities to guide and foster team members towards their technical and career goals.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $100,000.00-$130,000.00 annually, commensurate with experience and qualifications.

## Compensation & Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

## Equal Opportunity