Note: The job is a remote job and is open to candidates in USA. Oak Services Group, Inc. is a startup managed services firm specializing in fractional accounting, controllership, and CFO services. The Manager, Accounting Services, oversees multiple client accounting engagements, supervises accounting staff, and ensures accurate, compliant delivery of managed and fractional accounting services. The role also involves technical accounting, process improvement, client communication, reporting, and issue resolution.
Responsibilities
- Serve as an accounting subject matter expert and engagement manager for assigned client organizations
- Manage multiple client engagements, ensuring timely, accurate, and consistent delivery of accounting services across the full accounting lifecycle
- Supervise, coach, and develop Senior Accountants and Accountants, including reviewing work, providing feedback, supporting prioritization, and helping staff build technical and client-service skills
- Oversee monthly close processes, reconciliations, journal entries, accruals, financial statement preparation, and related reporting activities
- Maintain the integrity of financial records for multiple client organizations and ensure strong internal controls, confidentiality, and compliance with applicable accounting standards
- Identify, design, and implement process improvements to standardize client service delivery, improve efficiency, and mitigate execution risk
- Support KPI development, management reporting, and financial analysis to help clients understand performance and make informed decisions
- Maintain a high level of internal and external communication, including clear escalation of issues, proactive client updates, and effective collaboration with Senior Managers and Managing Directors
- Handle client and personnel situations professionally, demonstrating sound judgment, accountability, responsiveness, and discretion
- Model Oak Services Group’s standards for ethics, integrity, confidentiality, teamwork, and client service excellence
Skills
- Bachelor's degree in Accounting or Finance required
- 7+ years of progressive accounting experience, ideally including a mix of public accounting, managed services, fractional accounting, nonprofit, private company, or industry accounting experience
- Strong technical accounting expertise in U.S. GAAP, with demonstrated ability to manage close processes, financial reporting, reconciliations, accruals, and internal controls
- Experience managing accounting staff, reviewing work product, coaching team members, and helping drive accountability and professional growth
- Ability to manage multiple clients, deadlines, priorities, and workstreams in a fast-paced, evolving environment
- Advanced proficiency in Excel, accounting systems and ERPs
- Excellent written and verbal communication skills, with the ability to communicate clearly and professionally with clients, staff, senior leadership, and cross-functional stakeholders
- Strong judgment, problem-solving ability, and ownership mentality, with a willingness to roll up your sleeves and help build scalable processes in an early-stage organization
- High degree of integrity, discretion, confidentiality, and commitment to ethical conduct and compliance
- Master's degree, CPA, CMA, MBA, or other relevant credential preferred
- QuickBooks and NetSuite experience preferred
- Experience with Power BI and Tableau is a plus
Benefits
- A remote-first, cloud-based work environment as a general default, with in-person availability when requested by clients or for select company and team meetings.
- Benefits will include medical, dental, vision, long-term disability, and group life insurance.
- A planned 401(k) plan to be introduced once the company is eligible, with the potential to build in a match over time.
- A collegial, professional managed services / fractional services company culture.
Company Overview