Client Finance Manager

Remote Telecommute Accountingfly

Our client, a business services firm providing accounting, HR & administrative outsourcing to the Design, Architecture, Events, Media & Marketing sectors is seeking a REMOTE Client Finance Manager. Their mission is to enable growth and reduce risk for their clients. 

Job type: 

Full time, W2


  • Collaborate on client onboarding, depending on client, cleanup or transfer of historic data
  • Day-to-day accounting for clients including adjusting entries for projects and monthly close
  • Basic to moderate complexity cashflow planning
  • Basic to moderate complexity budgeting and analysis
  • Periodic financial reviews with clients where insights about the client’s business are presented and discussed (account manager is primary client contact)
  • Sales tax compliance for clients that require it (this is a minority of their clients)
  • Collaborate on workflows 
  • Proactively innovate and improve our work and the client experience

 You should have five years of experience as:

  • a finance manager or accountant at a company in our targeted size and industries or a mix of industries OR
  • a finance manager or accountant at a firm servicing companies of our target size

 You must be able to:

  • Communicate with non-financial people in a way they can understand, with patience and respect
  • Understand the accounting and financial needs and practical considerations of service businesses with revenues of 1-50M
  • Determine and prioritize tasks to be done without excessive supervision or input from others
  • Communicate clearly and effectively
  • Focus on details without losing sight of the bigger picture
  • Work as part of a team, celebrate the successes of the team
  • Think conceptually about workflows, understand the difference between effectiveness and efficiency
  • Learn and embrace new tools and methods
  • Work expertly with QuickBooks Online

It would be great if you had:

  • CPA license
  • The expertise and experience to prepare state and federal business tax returns and basic tax planning for clients that require it (this is a minority of our clients and we only do tax for clients whose books we keep)
  • Licensure to prepare tax returns in California
  • Experience using NetSuite
  • Experience with niche ERP systems (e.g., ProCim, Design Manager)
  • Experience with workflow/project management software (i.e., Asana)
  • Experience working in a paperless environment
  • Experience with Expensify and/or
  • Experience with HR/Human Capital Management software (e.g. Rippling)
  • Experience with or interest in Human Resources
  • An interest in the business and/or accounting and/or design/creative communities


Current Client Benefits:

  • Health benefits TBD
  • Generous and flexible vacation policy
  • 401K available
  • Flexible working conditions
  • Hidden
  • Max. file size: 128 MB.

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