Accounting Technician with the Coast Guard Community Services Command performing various accounting tasks and providing technical support for internal and external clients. Handling financial records and reporting in Chesapeake, VA.
PC
Hybrid Client Accounting Services Manager – Construction and Real Estate
Posted last month
About the role
- Client Accounting Services Manager supporting Real Estate & Construction practice. Managing client relationships and project-based accounting in a dynamic environment.
Responsibilities
- Manage a portfolio of construction and real estate development clients, including onboarding, workflow design, monthly close oversight, and delivery of financial packages.
- Train, supervise, and mentor CAS Associates and Seniors, delegating project‑based accounting work and ensuring technical accuracy and ongoing skill development.
- Engage clients in strategic discussions on job costing structures, project workflows, billing processes, internal controls, and reporting best practices.
- Lead client meetings and present financial statements, WIP schedules, Schedule of Values (SOV) billings, project performance reports, and development cost tracking.
- Review and approve general ledger activity, including job cost allocations, cost‑to‑complete updates, budget revisions, retention entries, and capitalization of development costs.
- Support clients in selecting and implementing construction accounting and project management systems (Procore, Sage, Acumatica, Spectrum, IES, etc.).
- Identify construction‑ and development‑specific KPIs—backlog, job profitability, percent‑complete revenue, committed costs, overhead absorption, project cash flow—and translate them into actionable insights.
- Draft financial reports and project‑specific accounting packages, including WIP analyses and job cost summaries.
- Assist clients with internal cash flow and profitability models for construction projects, development pipelines, and capital planning.
- Collaborate with our tax team to identify and elevate tax planning considerations (e.g., 263A, 460, 1031 exchanges, entity structures).
- Contribute to business development—prepare proposals, support scoping conversations, and participate in meetings with prospective clients.
- Attend construction and real estate industry events to maintain technical expertise and expand professional relationships.
- Co‑lead weekly management and team meetings and help foster a positive, collaborative CAS culture.
Requirements
- Bachelor’s degree in Accounting or Finance (required)
- 5+ years of construction or real estate accounting experience, including Job costing and cost code management; SOV preparation and progress billing; WIP schedule preparation and percent‑complete calculations; Retainage, subcontractor compliance, and lien waiver tracking; Development project accounting and cost capitalization
- Experience supervising accounting staff and managing project‑based workflows in a professional services environment (strongly preferred)
- Experience with construction ERPs or project management tools (Procore, Sage, Acumatica, Spectrum, IES, etc.) preferred
- QuickBooks Online ProAdvisor Certification (or willingness to obtain within 6 months)
- CPA license a plus
- Strong knowledge of GAAP, revenue recognition for construction, and development‑specific accounting principles
- Excellent communication skills with the ability to translate financial information into meaningful insights
- A collaborative, solutions‑oriented mindset
Benefits
- 401(k) profit sharing plan with immediate vesting
- 14.5 paid holidays
- 5 weeks of PTO
- Paid Family and Medical Leave
- Incentive plan for sales leads
- In-office perks include paid parking, public transit access, a bike garage, gym, outdoor space, and plenty of snacks
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