US Accounting Manager

Multiply Advisors
Position: US Accounting Manager
Location: Remote (Based in the Philippines)
Reports To: Chief Operating Officer (COO)

There are a lot of words here. Our goal with every Job Description is to create a “no surprises” job outlook. Meaning this job description lays out what we know to be true about this role, what we know we’re looking for, what the daily ebbs and flows look like. What this doesn’t include is your growth path, or all the possibilities for what you can be involved in, ultimately that’s for us to craft together as you grow. We at Multiply believe deeply in the growth opportunity of our clients, and that’s no different for our team. So, if you’re just looking for a job, this isn’t it, but if you’re looking for a journey and your oxygen is meaningful work ... read on. Read on.

Company Overview: Multiply Advisors is committed to empowering small business owners in the US with financial clarity and confidence. By leveraging our expertise in tax regulations and accounting, along with advanced technology, we deliver tailored financial solutions designed to drive business growth and informed decision-making. We believe in transforming numbers into a vision that supports lasting, impactful relationships.

Role Summary: We are seeking a dynamic Accounting Manager. Although the title for this role is Accounting Manager, it is VERY critical to note this role is a highly technical work driven role. Meaning most of the day is spent doing actual Accounting/Advisory/process work. Although there will be multiple Accounting Analysts reporting in this role, there is no expectation of a person's managerial function. That would come from our HR and executive tea m me mbers. However, this role is “managing” and owning the accounting functions and accounting output.

Big Picture Role Duties:
Oversee the Multiply Advisors accounting practice, ensuring excellence in all operations.?
Guide the Accounting Analysts to achieve peak performance.?
Deliver outstanding service to our US-based clients, enhancing their overall experience.?
Develop and refine the Multiply Accounting Standards playbook to set new benchmarks in accounting practices.?


Role Characteristics:

Curiosity: Willingness to follow that feeling in your gut when something doesn’t seem quite right or the “better” answer is possible.

Motivated by Meraki: Meraki is a term that means “Motivated by the essence of yourself that you put into your work.” No matter the obstacle, the daily rhythm, someone who has this Meraki in their life sees the opportunity in every obstacle and finds the spark to show up with energy and optimism. This motivation keeps you focused as you manage the tension between who you are and who you could be.

Problem Centered: For some strange reason, when a problem arises you get energized. Sure, maybe an eye roll, but the emergence of a problem sparks excitement because you know this proble m me ans we’re about to find a solution we previously didn’t have.

Pace: You prefer the pace of a day to be on the quicker side, even when things almost start to feel a bit out of control you come alive and rise too.

Leadership: This is just in your DNA. The words “not my job” don’t even enter your thinking. Creating a positive, hope filled environment even without direct managerial authority is the only way you see life.

Proactive: Listen. Life is lived one of two ways. Proactively or reactively. One of these is the right way and one is the wrong way. If you disagree with this statement, I don’t think we’re the company for you.

Empathy: Life can be hard sometimes. As much as i hate how pessimistic that sounds... there’s an element of truth to the statement. Those we work with experience life. Our clients experience life. Yes, the organization needs to service our clients. And yes, our clients have businesses to run, but the mome nt we lose the ability to be human... we all lose.

Patience and Perseverance: To continue with the empathy train... there is a real tension between patience and perseverance and it’s hella difficult to manage, but it’s real and something that needs acknowledged. Truth is, we are a team of human beings working for other humans. Systems and processes create clarity and hopefully this clarity brings a positive outcome – however, there are times where we need to increase our patience while not giving up (perseverance). This reminds me of the quote by Les Brown... the greatest travesty in life isn’t aiming too high and missing but aiming too low and hitting right on the mark.

Adaptability: Your hamstrings may be tight – but your mental plasticity and willingness to curiously explore the possibility represents Gumby.

Attention to Detail + Analytical Thinking + Communication Skills: Just felt wrong to leave these off the list. But yeah... you get it, these things matter.

Key Responsibilities:

Multiply Team Collaboration:?
Collaborate closely with the CEO and COO to support organizational goals and strategic initiatives.?
Conduct daily syncs and weekly meetings with accounting analysts to ensure alignment and manage operations effectively.?
Participate in senior management, client advisor, trainer, and company meetings to provide insights that enhance business operations and client relationships.?

Leadership:?
Providing technical support and guidance on accounting principles, standards, and best practices.?
Lead by example, fostering a culture of accountability, integrity, and continuous improvement on technical accounting knowledge and skills within the team.?

Financial Reporting and Analysis:?
Review and analyze financial statements and balance sheets for accuracy and compliance with US GAAP.?
Consolidate inquiries and offer in-depth financial analysis to Client Advisors.?

Compliance and Taxation:?
Ensure timely and accurate completion of federal and state tax returns for small to medium-sized businesses.?
Stay updated with US tax laws and regulatory requirements, implementing necessary changes to ensure compliance.?

Process Improvement:?
Enhance month-end and year-end closing processes to streamline workflow and improve efficiency.?
Enhance client cleanup checklist and process for newly onboarded clients.?
Implement quality control (QC) procedures to maintain the accuracy and integrity of accounting services.?
Contribute to the development and refinement of service offerings tailored to growing small and medium-sized businesses of our clientele.?

Multiply Accounting Standards:?
Collaborate with senior management to update Multiply Accounting Standards (accounting playbook).?
Develop policies and procedures to ensure consistent application of accounting standards across the organization.?
Support the Trainer and the accounting team on Multiply Accounting Standards, providing knowledge-based information and ensuring adherence.?
Semi-annual Business & Tax Insight Meetings:?
Organize and participate in semi-annual meetings to provide business and tax insights to clients.?
Bookkeeping and Financial Reporting:?
Ensure books are closed accurately before the 14th of each month.?
Prepare custom financial reports and conduct bi-weekly update meetings to discuss financial performance.?
Annual Budgeting, Forecasting, and Tax Strategy Planning:?
Collaborate with the Client Advisor team to develop client’s annual budgets, forecasts, and tax strategies aligned with their business goals.?
Collaborate closely with the Client Advisor Lead (CA Lead) to address client needs and provide proactive financial solutions.?

Your Typical Day at Work:
Daily Meetings: Spend 20-30 minutes with Accounting Analysts to answer questions and review client books.
Touchpoint Meetings:
15 minutes with the Client Advisor Lead to ensure alignment.
15 minutes with the Project Manager to align Accounting Department priorities and identify roadblocks.
Reviewing Financials: Oversee month-end close financials and finalize client projects.
Client Financial Processes: Map out and optimize client financial processes.
Collaboration with Trainer: Provide accurate accounting knowledge and context for standard operating procedures and difficult questions. The trainer will conduct the meetings and prepare resources.
Senior Leadership Meetings: Meet with COO/CEO/CPA to review complex client scenarios and ensure informed decision-making.
Support Onboarding: Assist the Client Advisor team with onboarding and creating the Accounting NorthStar document.

Critical Work Items:
Client and Internal Queries: Answer client questions with the Client Advisor team and handle internal questions.
Review Journal Entries: Oversee journal entries across all clients.
Strategic Review: Move beyond bookkeeping to strategic review and advisory.
Business Insight Presentations: Final review of clients’ quarterly Business Insight presentations before the Client Advisor tea m me ets with clients.
Tax Return Experience: Useful but not required for this role.

Six Qualities That Make You Unique:
You expertly navigate tough conversations, always leaving clients smiling and satisfied.?
You are a productivity guru who can argue the merits of traditional spreadsheets versus the latest tech apps.?
You’re driven by the curiosity of always making things better.
You have an undeniable belief that our clients deserve our best work everyday.
You have a knack for making financial data fun and interesting, not just informative.?
Whether it is adobo vs. sinigang, or mango shake vs. buko juice, you have strong opinions on the best Pinoy food and drinks!?

Required Qualifications:
Bachelor's degree in accounting, finance, or related field.?
5-10 years of progressive US accounting experience.?
Certified and proficient in QuickBooks Online and Xero.?
Proficient in some of the following: Microsoft 365, Google Sheets/Docs, SharePoint, Slack, ClickUp, Calendly, DEXT, Keeper, Fathom, and Loom.?

Preferred Qualifications:
CPA (Certified Public Accountant) certification.?
Master's degree in accounting or finance.?
Certifications in Certified Management Accountant (CMA) or Enrolled Agent (EA).?
Significant working experience in a US-based accounting firm and in a start-up/fast-paced environment.?
Proficient in NetSuite, ProConnect, etc.

Skills and Competencies:
Excellent written and verbal English skills for clear, prompt remote communication.?
Proactive in spotting and seizing opportunities, driving transformative results.?
Strong leadership and team management, fostering collaboration and excellent performance.?
Exceptional problem-solving and analytical skills with attention to detail and accuracy.?
Outstanding organizational and time-management skills, handling multiple priorities and deadlines in a remote setting.?

Working Conditions and Management Expectation:
Full-time, Permanent Remote Setup: Enjoy the flexibility of working from home full-time with adaptable hours that fit both team and client needs.

Technical Requirements: Ensure a reliable internet connection with at least 50 to 100 Mbps download speeds and 10 Mbps upload speeds; and provide your own PC.

Working Hours and Communication: Shift will be 8am – noon ET plus 4 flexible hours daily of your choosing, with the expectation of prompt responses on Slack when you're online.

Performance Standards: Uphold high ethical standards of work and maintain Multiply Advisors’ core values and reputation.

Benefits:
Annual healthcare stipend after 6 months.
Competitive hourly rate: USD 13.00 - USD 16.50 per hour.
Performance-based Incentives.
Anniversary Bonus
Company Performance Bonus
Company Event
Professional and leadership development opportunities.

Application Instructions: Join us at Multiply Advisors and embark on a rewarding career where your expertise and leadership can make a significant impact on our clients' success.