Perkins & Co

Client Accounting Services Manager – Construction and Real Estate

Perkins & Co

full-time

Posted on:

Location Type: Hybrid

Location: Portland • Oregon • United States

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Salary

💰 $103,000 - $125,000 per year

About the role

  • Manage a portfolio of construction and real estate development clients, including onboarding, workflow design, monthly close oversight, and delivery of financial packages.
  • Train, supervise, and mentor CAS Associates and Seniors, delegating project‑based accounting work and ensuring technical accuracy and ongoing skill development.
  • Engage clients in strategic discussions on job costing structures, project workflows, billing processes, internal controls, and reporting best practices.
  • Lead client meetings and present financial statements, WIP schedules, Schedule of Values (SOV) billings, project performance reports, and development cost tracking.
  • Review and approve general ledger activity, including job cost allocations, cost‑to‑complete updates, budget revisions, retention entries, and capitalization of development costs.
  • Support clients in selecting and implementing construction accounting and project management systems (Procore, Sage, Acumatica, Spectrum, IES, etc.).
  • Identify construction‑ and development‑specific KPIs—backlog, job profitability, percent‑complete revenue, committed costs, overhead absorption, project cash flow—and translate them into actionable insights.
  • Draft financial reports and project‑specific accounting packages, including WIP analyses and job cost summaries.
  • Assist clients with internal cash flow and profitability models for construction projects, development pipelines, and capital planning.
  • Collaborate with our tax team to identify and elevate tax planning considerations (e.g., 263A, 460, 1031 exchanges, entity structures).
  • Contribute to business development—prepare proposals, support scoping conversations, and participate in meetings with prospective clients.
  • Attend construction and real estate industry events to maintain technical expertise and expand professional relationships.
  • Co‑lead weekly management and team meetings and help foster a positive, collaborative CAS culture.

Requirements

  • Bachelor’s degree in Accounting or Finance (required)
  • 5+ years of construction or real estate accounting experience, including Job costing and cost code management; SOV preparation and progress billing; WIP schedule preparation and percent‑complete calculations; Retainage, subcontractor compliance, and lien waiver tracking; Development project accounting and cost capitalization
  • Experience supervising accounting staff and managing project‑based workflows in a professional services environment (strongly preferred)
  • Experience with construction ERPs or project management tools (Procore, Sage, Acumatica, Spectrum, IES, etc.) preferred
  • QuickBooks Online ProAdvisor Certification (or willingness to obtain within 6 months)
  • CPA license a plus
  • Strong knowledge of GAAP, revenue recognition for construction, and development‑specific accounting principles
  • Excellent communication skills with the ability to translate financial information into meaningful insights
  • A collaborative, solutions‑oriented mindset
Benefits
  • 401(k) profit sharing plan with immediate vesting
  • 14.5 paid holidays
  • 5 weeks of PTO
  • Paid Family and Medical Leave
  • Incentive plan for sales leads
  • In-office perks include paid parking, public transit access, a bike garage, gym, outdoor space, and plenty of snacks
Applicant Tracking System Keywords

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

Hard Skills & Tools
job costingcost code managementSOV preparationprogress billingWIP schedule preparationpercent-complete calculationsretainage trackingsubcontractor compliancedevelopment project accountingcost capitalization
Soft Skills
communication skillscollaborative mindsetsolutions-oriented mindsetmentoringsupervisingdelegatingclient engagementstrategic discussionsteam collaborationbusiness development
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceQuickBooks Online ProAdvisor CertificationCPA license