Eide Bailly - Salt Lake City, UT

posted 2 months ago

Full-time - Mid Level
Salt Lake City, UT
11-50 employees
Professional, Scientific, and Technical Services

About the position

As an Outsourced Accounting Manager at Eide Bailly, you will play a pivotal role in managing client relationships and ensuring their accounting needs are met effectively. Your day-to-day responsibilities will include overseeing the accounting functions for various clients, acting as their dedicated accounting department. You will be responsible for monitoring client needs, building value into the professional services provided, and ensuring that all accounting transactions are accurately recorded in real-time using advanced technology. In this role, you will also oversee and review the work of outsourced accounting specialists and senior specialists, serving as a key point of contact for clients on all accounting matters. You will reconcile client bank accounts, calculate month-end balances, and prepare journal entries while providing detailed analyses of general ledger accounts. Additionally, you will work closely with clients to provide advisory services, including budgeting, forecasting, and cash flow management, often acting as their outsourced CFO. Your responsibilities will extend to communicating month-end results to clients, preparing necessary reports and documents such as sales tax reports and financial statements, and making recommendations to streamline accounting processes. You will also be involved in mentoring and training staff within the outsourced accounting services area, identifying opportunities to cross-sell Eide Bailly services, and participating in business development activities. Ensuring timely and accurate performance on assigned projects while maintaining compliance with project budgets and deadlines will be crucial to your success in this position.

Responsibilities

  • Manage client relationships by monitoring client needs and building value into professional service.
  • Handle day-to-day accounting needs for clients, functioning as their accounting department.
  • Oversee and review the work of outsourced accounting specialists and senior specialists.
  • Serve as a key point of contact on day-to-day accounting matters for the client.
  • Utilize technology to account for all accounting transactions for the client in real-time.
  • Reconcile client bank accounts.
  • Calculate month-end balancing and journal entries and provide an analysis of GL accounts.
  • Act as the outsourced CFO to provide advisory services to clients including budgeting, forecasting, and cash flow management.
  • Communicate month-end results to clients.
  • Prepare reports, returns, and other documents as required, including sales tax reports and financial statements.
  • Provide the outsourced CFO with analysis of accounting information for high-level advisory services.
  • Make recommendations on how to streamline processes.
  • Provide feedback to develop the outsourced accounting practice.
  • Mentor and provide technical training for staff in the outsourced accounting services area.
  • Identify opportunities to cross-sell Eide Bailly services to clients.
  • Perform client billings for accounting services provided.
  • Participate in all areas of business development.
  • Ensure timely and accurate performance on assigned projects.
  • Maintain compliance with project budgets, turnaround times, and deadlines.

Requirements

  • Bachelor's Degree in Accounting preferred; an equivalent combination of education and experience may be substituted.
  • 5+ years of accounting or bookkeeping experience required.
  • Valid CPA or CMA license or working towards obtaining one of these licenses preferred.
  • Prior experience with healthcare accounting; rural healthcare experience is preferred.
  • Advanced knowledge of general ledger accounting and principles.
  • Ability to think innovatively to incorporate technology.

Benefits

  • Work/life balance prioritization
  • Opportunities for community involvement and volunteering
  • Charitable donation matching by the firm
  • Professional and fun work environment with frequent events and activities
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