Capstone Logistics, LLC

Capstone Logistics, LLC

Senior Accounting Manager

Bend, Oregon · Senior

Sponsorship not specifiedDetected 44 days ago
Project ManagementAccountingQuickBooksProcess ImprovementLeadershipCommunicationMicrosoft TeamsSharePoint

About the role

  • We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.
  • The Job The Senior Accounting Manager provides firm‑wide leadership for client accounting delivery, team development, and process optimization, while ensuring exceptional client experience and compliance.
  • This role is intended for a proven accounting leader with a strong track record of managing teams, driving efficiency, and elevating service quality in a growing CAS practice.

Requirements

  • Must have a minimum of 3 year of leadership experience.
  • Must have a minimum of 2 year of project management experience in which you were responsible for prioritizing client expectations and assigning work to supporting staff.
  • Adept at troubleshooting and optimizing its use for client accounts.
  • At least 5 years of accounting and bookkeeping work experience with small businesses (under $20 million in annual revenue) in the United States.
  • Although we take our work very seriously, we don't take ourselves too seriously.
  • This is more than just a place to get through the work day.
  • We enjoy our work and our time together!
  • If this sounds like what you're looking for, we encourage you to apply.
  • Pay determined based on experience and education.

Nice to have

  • Software - Certified QBO ProAdvisor + real-world experience working in QuickBooks Online is preferred.

Compensation

  • At least 5 years of accounting and bookkeeping work experience with small businesses (under $20 million in annual revenue) in the United States.

Benefits

  • 100% Company-Paid health, dental, vision insurance
  • Flexible schedule
  • Life Insurance

Company info

  • We are a growing, full-service firm providing accounting, tax, and advisory services to individual and business clients. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.
  • The Senior Accounting Manager provides firm‑wide leadership for client accounting delivery, team development, and process optimization, while ensuring exceptional client experience and compliance. This role is intended for a proven accounting leader with a strong track record of managing teams, driving efficiency, and elevating service quality in a growing CAS practice.
  • What do we need you to do?
  • Oversee and assist with monthly client accounting file closures, ensuring accuracy and timeliness.
  • Directly manage the internal accounting and bookkeeping team, including workload assignment, prioritization, staffing schedules, and deliverable timelines.
  • Handle Performance Evaluations of the accounting team members.
  • Monitor and measure performance metrics of accounting staff for efficiency and accuracy.
  • Review and approve client financial statements prior to delivery, maintaining firm standards and quality control.
  • Lead the onboarding and implementation of new CAS clients, including complex integrations, clean‑ups, conversions, and advisory consultations.
  • Implement software changes or improved workflows as necessary.
  • We are a growing, full-service firm providing accounting, tax, and advisory services to individual and business clients.
  • The Senior Accounting Manager provides firm‑wide leadership for client accounting delivery, team development, and process optimization, while ensuring exceptional client experience and compliance.
  • Maintain strong client relationships through proactive communication, problem‑solving, and professional client interactions that build trust and long‑term partnerships.
  • Lead staff training, professional development, workflow improvement meetings, and ongoing education for accounting personnel.
  • Document processes and responsibilities for standard operating procedures.
  • Have familiarity with the current suite of software products including QuickBooks Desktop, Xero, QuickBooks Online software, Microsoft Teams, SharePoint, Outlook.
  • Qualifications for this position:
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