Certified Public Accountant Jobs

Accounting Manager – CPA Firm

Carlin & Associates, CPAs is seeking an experienced Accounting Manager to lead our Financial Oversight team. Our well-established San Rafael CPA firm has more than 35 years of experience providing accounting, tax, advisory, and consulting services to high-net-worth individuals, families, privately held businesses, and other clients throughout the San Francisco Bay Area.

This position is responsible for managing and developing the associates who oversee the day-to-day accounting needs of their assigned clients. The Accounting Manager will supervise workflow, review financial reporting and client deliverables, monitor deadlines and budgets, maintain quality-control standards, and coordinate closely with the firm’s tax professionals. The role also includes prospective-client calls, fee proposal preparation and new-client onboarding.

• Pay: $120,000 plus Annual Bonus
• Schedule: Full-time, Monday–Thursday in office; Friday work-from-home
• Location: San Rafael, CA

Team and Engagement Oversight

• Lead the Financial Oversight team and manage the department’s day-to-day workflow.
• Oversee associates’ monthly accounting and financial-reporting engagements.
• Assign and monitor recurring monthly, quarterly, and annual client responsibilities.
• Review month-end financial statements, account reconciliations, cash-flow reports, budgets, and other client deliverables prepared by associates.
• Review team members’ work for accuracy, completeness, and consistency.
• Coach and develop staff while sharing technical knowledge and best practices.
• Monitor project progress, deadlines, time entries, engagement budgets, and client billing.
• Help establish efficient, scalable processes and quality-control standards.

Accounting and Advisory

• Identify accounting issues, process improvements, and advisory opportunities.
• Coordinate closely with the firm’s tax professionals to support accurate and timely tax planning and compliance.
• Provide technical guidance and support to associates as client accounting questions arise.

New Clients and Business Development

• Conduct introductory calls with prospective clients.
• Evaluate prospective-client needs and determine the appropriate scope of services.
• Prepare fee proposals and lead the onboarding of new clients.
• Depending on experience, support business-development efforts and identify opportunities to provide additional services.

Required Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• At least six years of progressive accounting experience.
• Previous experience supervising, reviewing, or managing accounting staff.
• Strong knowledge of financial statements, general-ledger accounting, account reconciliations, month-end close, budgeting, and cash-flow reporting.
• Demonstrated ability to manage staff workflow and multiple accounting engagements.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Professional judgment and a commitment to outstanding client service.
• Ability to work independently, take ownership of responsibilities, and collaborate with other departments.
• Advanced proficiency with QuickBooks Online and Microsoft Excel.

Preferred Qualifications

• Master’s degree in accounting, finance, taxation, or a related field.
• Experience working in a CPA firm, outsourced accounting practice, client accounting services group, or family office.
• Experience serving high-net-worth individuals and privately held businesses.
• Prior public-accounting experience.
• Experience preparing fee proposals and onboarding new clients.
• Experience with family-office reporting, personal financial statements, budgeting, and cash-flow planning.
• Demonstrated involvement in business development or expansion of client services.

Compensation and Benefits

• Starting annual salary of $120,000.
• Annual Bonus
• Medical, dental, and vision insurance.
• 401(k) plan with employer matching.
• Profit Sharing
• 3 weeks paid time off and paid holidays.
• A collaborative and professional work environment.
• Direct interaction with firm leadership.
• Opportunities to expand management, advisory, and business-development skills.
• A firm culture that values excellent client service, lasting relationships, professional growth, and a sustainable work-life balance.

Job Type: Full-time

Pay: $120,000.00 - $135,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Application Question(s):

• Do you have experience working in a CPA firm?
• Are you ok with coming into the our office in San Rafael as this is an in-person position?
• Please rate your QuickBooks Online skill level: Beginner, Intermediate, Advanced. Briefly explain why you chose that level.
• How many years of Management experience do you have?
• Are you located in Marin County, Northern San Francisco or Sonoma County? Only candidates in these areas will be considered

Experience:

• Accounting: 6 years (Required)

Work Location: In person