Accounting and Financial Advisory Manager - Boos & Associates A Professional Corporation

Boos & Associates is growing, we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. That growth has led us to expand to different markets and we are in need of a Accounting and Advisory Manager to be at the center of our business needs in the Long Beach and Las Vegas office. If you are looking for an opportunity to help grow our firm, have an entrepreneur spirit, and enjoy leading and developing professional individuals this might be the role for you!

This role is responsible for leading a team of accountants and financial analysts in delivering high-quality client accounting and advisory services. This role involves overseeing client relationships, managing financial reporting, and providing strategic advisory services to clients. You will ensure that all work complies with regulatory standards and is completed on time with a proven track record of maintaining high client satisfaction. The ideal candidate will possess strong leadership, technical, and client management skills to support clients in achieving their financial and operational goals.

What you will do:

Client Management & Advisory

• Serve as the primary point of contact for assigned clients, building and nurturing trusted relationships.
• Provide clients with financial insights, recommendations, and strategic guidance to support business growth and operational improvements.
• Conduct regular meetings with clients to review financial results, KPIs, and discuss forecasts or budgeting needs.

Financial Oversight & Reporting

• Oversee the preparation of financial statements, management reports, and performance analysis for clients.
• Ensure the accuracy and integrity of all financial data provided to clients, adhering to applicable GAAP or IFRS standards.
• Assist clients with budgeting, forecasting, and cash flow management to support their financial planning.

Leadership & Team Development

• Manage a team of accounting professionals, providing coaching, mentorship, and performance feedback.
• Oversee workflow, workload balancing, and project prioritization to ensure timely and efficient completion of client deliverables.
• Conduct training and development initiatives to improve the team's skills in both technical accounting and advisory functions.

Process Improvement & Efficiency

• Identify opportunities to enhance service delivery and streamline accounting processes for clients.
• Lead technology implementation projects (e.g., accounting software or automation tools) to improve efficiency and accuracy.
• Collaborate with internal teams to establish best practices and share knowledge across the firm.

Compliance & Risk Management

• Ensure compliance with federal, state, and local regulatory requirements for all client accounting and reporting services.
• Maintain high ethical standards and enforce policies and procedures to protect client data and confidentiality.
• Conduct regular reviews to ensure adherence to the firm’s quality control standards and best practices.

What you bring to the role:
Education:

• Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree preferred.
• CPA or equivalent certification required

Experience:

• Minimum of 10 years of experience in accounting, with at least 3+ years in a managerial or supervisory role.
• Experience in Client Accounting and Advisory Services including direct management of client services or outsourced accounting services is highly desirable.
• Strong background in GAAP and knowledge of financial reporting standards; IFRS knowledge is a plus.

Technical Skills:

• Proficiency in accounting software such as QuickBooks, Xero, NetSuite, or other CAAS platforms.
• Advanced Excel skills and experience with data analytics tools.
• Familiarity with cloud-based accounting solutions and automation tools.

Skills & Competencies:

• Strong analytical skills with the ability to translate financial data into actionable business insights.
• Excellent interpersonal and communication skills, with the ability to present complex financial information to non-financial stakeholders.
• Proven leadership skills with experience in team management and development.
• Detail-oriented and committed to delivering high-quality work in a deadline-driven environment.
• Ability to manage multiple clients and projects simultaneously, prioritizing work based on client needs and firm objectives.

More About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 90 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.

We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.

Compensation Information:Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

PI254593151