Lead Consultant - Business Enterprise Advisors - Advisory

Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, we recruit only the best and brightest people with a genuine passion for the business.

The Accounting Lead will be responsible for managing accounting engagements for a portfolio of closely held, owner-operated businesses. This role serves as the primary accounting advisor to clients while leading day-to-day accounting operations, financial reporting, month-end close activities, quarterly & annual write-up engagements, and yearly clean up. The ideal candidate possesses strong technical accounting knowledge, client relationship management skills, and experience leading accounting teams in a fast-paced advisory environment.

Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, easy to work with a sense of purpose and caring for their co-workers and whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You'll Spend Your Time:

Client Service & Advisory

• Serve as the primary point of contact for assigned small business clients.
• Build trusted relationships with BEA engagement leaders.
• Provide accounting and financial advisory support to help clients make informed business decisions.
• Identify opportunities to improve client accounting processes and internal controls.
• Support business development initiatives and contribute to client retention efforts.
• Coordinate with other firm service offerings as client needs arise.
• Work closely with tax team to support client decision making in relation to tax outcomes.

Accounting Operations

• Perform quarterly / annual write ups and yearly clean ups
• Oversee the preparation and review of monthly, quarterly, and annual financial statements.
• Manage month-end and year-end close processes for multiple clients.
• Review general ledger activity, reconciliations, journal entries, and account analyses.
• Ensure accuracy and completeness of financial records in accordance with the appropriate accounting method.
• Coordinate with clients, tax teams, and external stakeholders to support various accounting requirements.
• Monitor accounting deliverables and ensure timely completion.

Process Improvement & Technology

• Evaluate and recommend process improvements to increase efficiency and service quality.
• Leverage accounting technologies and automation tools to streamline workflows.
• Maintain documentation of accounting procedures and client-specific processes.
• Support implementation and optimization of accounting software solutions.
• Help develop team members to assist with day to day tasks and create opportunities for future growth.

Requirements:

• Commerce Graduate / Postgraduate; CPA or CA qualification preferred.
• Experience: 5 - 10 years in U.S. accounting
• Focus on technology skills as well as accounting skills
• Good exposure to Excel (formatting info and/or creating worksheets for imports,
• exporting)
• Strong knowledge of accounting and financial reporting.
• Experience managing multiple clients or entities simultaneously.
• Advanced Microsoft Excel skills.
• Expert in QuickBooks Online
• Excellent communication and client relationship management skills.
• Ability to work independently
• Ability to be flexible with scheduling to meet workflow demands
• Ability to present a professional appearance and demeanor
• Ability to maintain client confidentiality, personal objectivity and professional skepticism

Website: www.withum.com

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, nationalorigin, age, maritalstatus, genetic information, disability or because he or she is a protected veteran.