Responsibilities
- Coordinate planning, budgeting, scheduling, and execution of client engagements.
- Oversee transactional accounting, monthly close, staff augmentation, back-office transformation, and controllership functions.
- Develop, implement, and maintain processes, procedures, and new client setup — including chart of accounts, opening balances, and workpapers — based on the client's needs and engagement complexity.
- Review deliverables for accuracy, completeness, and compliance with U.S. GAAP.
- Serve as the primary liaison between client, staff, and Firm management.
- Track and report engagement status, progress, and key milestones to the CAS Manager, presenting solutions for identified issues to help meet budget and timeline goals.
- Take on administrative responsibilities as delegated by the Manager.
- Serve as a key contact for assigned clients, including for-profit and nonprofit organizations.
- Maintain regular communication with client personnel and develop strong working relationships grounded in an understanding of each client's business, industry, and stakeholders.
- Deliver strategic recommendations for process improvement, internal controls, and technology adoption.
- Support clients with financial accounting and reporting, audit preparation, general excise tax filings, annual reconciliations, subsidiary schedules, and staff augmentation.
- Demonstrate an understanding of Firm services to offer appropriate services to clients and cultivate referrals.
- Delegate work and supervise bookkeepers and CAS associates, ensuring the most efficient and effective use of staff time.
- Assign and review staff workpapers; provide coaching, on-the-job training, and timely, constructive feedback to promote professional development.
- Mentor junior team members and support their career progression.
- Foster a culture of collaboration, accountability, and continuous learning.
- Proactively identify skill gaps in self and staff; seek out development opportunities and apply new knowledge to improve performance and support team growth.
- Ensure client deliverables meet deadlines and Firm quality standards, upholding the Firm's quality control (QC) practices on every engagement.
- Prepare and review financial statements, workpapers, and account reconciliations for accuracy, completeness, and compliance with U.S. GAAP.
- Oversee the reconciliation process across client accounts, maintaining thorough documentation and supporting schedules to uphold the highest standards of transparency and compliance.
- Research technical accounting issues and develop practical, technology-enabled solutions.
- Leverage technology to efficiently deliver client work, including cloud-based accounting platforms, automation tools, and BI reporting.
- Take an innovative approach to identifying and resolving problems as they arise, recommending improvements to processes, systems, and client workflows.
- Maintain internal controls and data security protocols across client engagements.
Requirements
- Minimum of 5 years of progressive experience in public accounting and/or private-industry full-charge accounting, including accounts receivable, accounts payable, bank reconciliations, adjusting journal entries, month-end close, general ledger maintenance, and financial statement compilation.
- At least 1–2 years in a supervisory capacity.
- Strong working knowledge of U.S. GAAP and general accounting principles.
- Proficient in QuickBooks Online and QuickBooks Desktop.
- Demonstrated ability to leverage technology to efficiently deliver client deliverables, including strong command of Microsoft Office 365 (Word, Excel, Outlook, Teams, SharePoint).
- Demonstrates the propensity to lead and manage staff, develop talent, and drive team performance.
- Takes a creative, solutions-oriented approach to addressing issues as they arise.
- Communicate clearly and effectively, both verbally and in writing, to convey complex information professionally and concisely to clients and team members.
- Excellent administration and time management skills to oversee concurrent responsibilities and meet deadlines.
- Stay updated on industry trends, new regulations, and best practices.
- Maintain high standards of integrity and confidentiality. Adhere to industry regulations and firm policies, setting a positive example for the team and earning client trust.
- Understand business operations and financial processes, enabling strategic decision-making and effective advisory tailored to each client's industry.
- Build and maintain strong client relationships and foster a collaborative team environment. Navigate different personalities and work styles for a cohesive team dynamic.
- Demonstrate an ability to adapt quickly and appropriately to rapidly changing circumstances or varying management styles.
- Bachelor's degree in Accounting or a related field with a strong accounting concentration. Equivalent combinations of relevant education and experience will be considered.
Nice to Have
- Prior experience with nonprofit accounting — including fund accounting, restricted net assets, and Form 990 support — is strongly preferred.
- CPA license preferred but not required. CPA licensure in the State of Hawaii is a plus.
- QuickBooks ProAdvisor or equivalent platform certifications preferred.
Additional Information
- Overtime and occasional client site visits are expected in connection with professional development activities or client assignments.
- This position has opportunities for advancement based upon experience, technical competencies, and leadership abilities.
- Standard business hours are Monday through Friday, 8:00 AM – 5:00 PM.
- Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this role.
- The final salary offer is contingent upon the candidate's experience, qualifications, and market and business conditions.
- In addition to typical benefits, perks, and technical training, Accuity offers a progressive benefits package with unique offerings including unlimited time off, life coaching, fitness and wellness classes, and subsidies for cell phones and meals.