Client Accounting & Advisory Services Manager

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your accounting career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Overview

Marcum is one of the largest independent public accounting and advisory services firms in the nation. Marcum offers an extensive range of professional services and a high degree of specialization. The Firm serves both privately held and publicly registered companies, as well as nonprofit and social sector entities, high net worth individuals, private equity funds, and hedge funds, with a focus on middle-market companies and closely held family businesses.

Marcum’s Client Accounting & Advisory Services (CAAS) Department is actively seeking a mission driven, client-facing Manager to join our growing team in our Washington, DC. CAAS supports the accounting function for a variety of diverse clients, primarily in the nonprofit sector. This is a great opportunity for an experienced Manager from the public accounting industry or a tenured Assistant Controller from the private sector who is looking for challenging, highly rewarding work. The ideal candidate has demonstrated expertise in managing multiple engagement teams for clients with complex accounting needs, has demonstrated executive presence, business development experience and has a continued focus on growth and development.

Job Summary

The CAAS Manager oversees multiple engagement teams that serve as the Accounting Department for a variety of clients. The Manager is the liaison between the partner, the client and the staff, and is responsible for all phases of an engagement. The Client Accounting & Advisory Services Manager should view the role as a partner-in-training in terms of performance goals and ideally should be involved in virtually all areas for which partners are responsible.

Essential Duties and Responsibilities

• Manage the engagement team and the overall engagement for each assigned client.

• Manage annual budgeting process, strategic planning, and provides other consulting support in related areas such as HR, IT, etc.

• Build a thorough understanding and deep knowledge of each client’s operations.

• Developed expertise in complex accounting functions and guidance; develop expertise in certain areas of client’s/firm’s business.

• Prepare/review the client billing history, engagement letters, and planning for approval by a partner.

• Train and supervise senior and staff accountants to ensure that objectives are accomplished effectively and efficiently and assist in completing these objectives when necessary.

• Review workpapers and financial statements to ensure all are prepared to Marcum and client standards.

• Follow and maintain work progress during the engagement in relation to budgeted time and scheduled dates of completion.

• Keep the partner informed of all important developments involving the client and staff, and present any major problems that occur, with all the facts, his or her conclusions, and recommendations.

• Analyze job overruns and present possible additional billing to the partner for approval as well as discuss the additional billing with the client.

• Provide recommendations to clients as opportunities arise for additional Marcum services and support other business development functions for the department and organization.

• Oversee annual external audit and annual budgeting process.

• Other functions may include private and federal grant reporting and budget drafting and modification, assisting with the transition and implementation to different accounting software or other third-party providers.

Supervisory Responsibilities

• Responsible for the overall direction, coordination, and evaluation of senior and staff accountants

• Responsible for interviewing new staff; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and facilitating the resolution of problems

• Involved in other department-wise training and management, to include involvement on the training or onboarding committee, and other department leadership and supervisory roles

Minimum Qualifications:

• Bachelor’s degree in accounting, Business Administration or other related education

• Certified Public Accountant, Master of Accountancy or Master of Business Administration

• 6+ years of accounting experience in public accounting or at a non-profit organization

• 3+ years of experience supervising accounting professionals.

• Proficient in Microsoft Excel and other Microsoft Office applications

• Proficient with various accounting software programs including but not limited to: QuickBooks, Intacct, Solomon and Great Plains

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