Client Accounting & Advisory Manager – CAAS

  • full_time
  • Germany


Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program.


We are currently looking for a Manager to join our growing Client Accounting & Advisory Services (CAAS) team. We have opportunities available virtually or in our East Brunswick, NJ office!



  • Manage client deliverables and schedules for accountants
  • Review monthly financial reporting including dashboards, KPIs, and narratives
  • Provide outsourced controller services to clients
  • Budgeting and cash flow forecasting
  • Oversee the day-day outsourced accounting and finance services to clients
    • General ledger coding
    • Accounts payable processing including bill payment
    • Employee expense reimbursement
    • Review and approve payroll
    • General accounting and finance consulting
    • Frequent interaction with clients
  • Review the month-end close process
    • Review of reconciliations for balance sheet accounts
    • Analyze the balance sheet and profit and loss statement
    • Ensure compliance with GAAP, cash basis/Income tax, or other Comprehensive Basis of Accounting
    • Meet with clients to review monthly financial reports and respond timely to client inquiries


  • Bachelor’s degree in Accounting
  • CPA license or similar accreditation (required)
  • 5+ years of recent work experience as an outsourced accountant (preferred) or auditor for a public accounting firm
  • Experience with QuickBooks Online (required) and Sage Intacct accounting system (preferred)
  • Proficient in Excel
  • Experience supervising, managing teams, and mentoring staff
  • Outstanding collaboration, communication, organization, and analytical skills
  • Possess and demonstrate strong understanding and alignment with our firm’s core values of Honesty and Candor, Continual Learning, Innovation, Mentorship, Leadership, Team Player, Client Committed, and Community Oriented


Why us?

  • We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!
  • We offer a competitive salary and benefits package, including Unlimited Work Options, Unlimited PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website.
  • Our collaborative work environment is strongly committed to your professional growth and success
  • We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm
  • We have a track record of ranking in the Best Place to Work NJ for the past seventeen years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms To Work For, and many more!
  • The estimated salary range for this position is $100,000 to $120,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.


We believe in equal opportunity:

Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.


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