Manager, Accounting & Advisory Services

Berkowitz Pollack Brant Advisors + CPAs

Manager of Accounting & Advisory Services leading client engagements focused on accounting technology solutions. Overseeing delivery while ensuring operational improvements and financial transparency.

Posted 5/13/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

ERPPMP

About the role

Key responsibilities & impact

Lead and manage client engagements related to accounting technology implementation, financial system optimization, and managed accounting solutions.
Oversee the configuration, deployment, and support of accounting systems and ERP platforms for client organizations.
Evaluate client financial processes and identify opportunities for automation, system integration, and operational improvement.
Serve as a primary point of contact for clients, ensuring clear communication, timely delivery of services, and high-quality outcomes.
Manage engagement timelines, budgets, and project deliverables while ensuring alignment with client expectations.
Supervise and mentor associates and senior associates, providing guidance, feedback, and professional development support.
Review team deliverables, including system documentation, workflow designs, and financial reporting outputs, to ensure accuracy and quality.
Collaborate with cross-functional teams to design and implement integrated technology solutions that support client business objectives.
Assist in the development of data dashboards, financial analytics tools, and reporting frameworks that enhance decision-making capabilities.
Stay informed on emerging technologies, accounting software platforms, and industry trends to continuously improve service offerings.
Support practice development initiatives by identifying new service opportunities and contributing to client proposals and business development activities.

Requirements

What you’ll need

Bachelor’s degree in accounting, Information Systems, Finance, Business Analytics, or a related field is required.
Five (5) to seven (7)+ years of relevant professional experience in accounting technology consulting, financial systems implementation, managed accounting services, or related areas.
Experience managing teams or leading client engagements in a consulting or professional services environment.
Professional certifications such as CPA, CMA, PMP, or relevant technology certifications are preferred.
Strong leadership and project management skills with the ability to oversee multiple client engagements simultaneously.
Advanced understanding of accounting processes, financial reporting systems, and operational workflows.
Experience implementing or managing ERP systems or accounting platforms such as NetSuite, Sage, QuickBooks, or similar solutions.
Ability to analyze complex business processes and recommend effective technology-enabled improvements.
Excellent communication and interpersonal skills with the ability to build strong client relationships.
Strong analytical and problem-solving capabilities with attention to detail.
Ability to manage multiple priorities and deadlines in a fast-paced consulting environment.
Proficiency in Microsoft Excel and other Microsoft Office applications.

Benefits

Comp & perks

A competitive and equitable workplace
Professional development and career growth opportunities
A diverse and inclusive culture

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

accounting technology implementationfinancial system optimizationmanaged accounting solutionssystem integrationautomationdata dashboardsfinancial analytics toolsreporting frameworksERP systemsfinancial reporting systems

Soft Skills

leadershipproject managementcommunicationinterpersonal skillsanalytical skillsproblem-solvingattention to detailmentoringclient relationship managementtime management

Certifications

CPACMAPMPtechnology certifications