Accounting Manager

Accounting Manager

Our client, a boutique financial consulting firm in Wellesley, MA, is hiring an Accounting Manager to lead its in-office accounting team. The firm manages the books and financial operations for families, privately held businesses, nonprofits, and trusts. As team lead, you will be responsible for making sure every deliverable is complete and accurate before it reaches the principal.

Position Details

• Pay: $85,000 to $95,000 per year, commensurate with experience
• Location: Wellesley, MA 02482; in-person
• Schedule: Monday through Friday, 9:00 AM to 5:00 PM or 8:00 AM to 4:00 PM
• Job type: Full time; reduced hours considered at a prorated salary
• Start date: As soon as possible

What You Bring

Required:

• Bachelor's degree in accounting, finance, or a related field
• 10 or more years of accounting experience
• Advanced, hands-on experience with both QuickBooks Online and QuickBooks Desktop, with at least one used in the last year and both in the last three years
• Advanced Microsoft Excel skills and working knowledge of Outlook
• Experience reviewing the work of other accounting staff or leading a team
• Strong attention to detail and clear, concise written communication
• Ability to work in person in Wellesley and travel within Massachusetts for 2 to 3 client meetings per year

Preferred:

• Family office experience
• Bookkeeping background
• Experience in a multiclient setting such as an accounting firm or CPA practice

What You Will Do

• Lead, train, and review the work of the team
• Complete month end close for multiple clients, including general ledger journal entries, reconciliations, and supporting documentation
• Record intercompany entries between multiple QuickBooks company files
• Prepare monthly financial statements, including income statements and balance sheets
• Build budgets, cash flow projections, and financial forecasts
• Pull custom reports on client request and present them in a clean, professional format
• Gather and summarize data for tax preparation; prepare 1099s and 1096s
• Track payments, coordinate vendor invoices and bill pay, and resolve discrepancies
• Learn each client's file: the services the firm provides and how the books are set up

What to Expect

This is a fast-paced role. You will move between many clients and industries in a single day, often switching tasks with little notice. Every position at the firm is client billable, and the team tracks all work performed and corresponding time.

The team works independently after an initial training period. Workload peaks around tax season and year-end, yet work past 5:00 is rare.

Compensation and Benefits

• Salary of $85,000 to $95,000
• Health and dental insurance, currently 75% of the individual premium paid by the firm
• SIMPLE IRA retirement plan launching by the end of 2026
• Paid vacation and sick time
• Flexible start time
• Autonomous, small team environment with exposure to a wide range of industries

How to Apply

Please submit your resume along with a cover letter. Candidates who advance will complete skills assessments in QuickBooks, Excel, and written communication and will be evaluated on these skills in-person in the office before receiving an offer. Offers are contingent on a background check and a signed confidentiality agreement.

Pay: $85,000.00 - $95,000.00 per year

Benefits:

• Dental insurance
• Health insurance

Application Question(s):

• Have you used Quickbooks Online with the last three years?
• Have you used QuickBooks Desktop with the last three years?
• Have you used either QuickBooks Online or Desktop within the last year?
• How many years have you reviewed the work of or supervised other accounting staff?
• This role tracks time. Are you comfortable with that?

Education:

• Bachelor's (Required)

Experience:

• accounting: 10 years (Preferred)
• QuickBooks: 3 years (Required)

Ability to Commute:

• Wellesley, MA 02482 (Required)

Work Location: In person