Merritt Innovative Consulting & Advisory, LLC · 2 days ago
Consulting Accounting Manager
Greater Houston
Full-time
Hybrid
Senior Level
$85K/yr - $115K/yr
5+ years expMerritt Innovative Consulting & Advisory, LLC (MICA) is a Houston-based consulting firm that helps small businesses take control of their finances and operations. The Consulting Accounting Manager is responsible for delivering accounting services to a portfolio of clients while leading a small team to ensure timely and accurate service delivery across all engagements.
Management Consulting
Responsibilities
Manage a portfolio of clients, serving as their primary accountant and point of contact
Perform monthly bookkeeping tasks including:
Bank and credit card reconciliations
Journal entries, accruals, and adjustments
Month-end and year-end closing procedures
Prepare and deliver monthly financial statements to clients
Process client payroll accurately and on schedule
Prepare and review accounts payable (AP) reports
Prepare and review accounts receivable (AR) reports
Review expense categories for accuracy and consistency month over month
Lead software implementations for clients, including setup, configuration, and training on accounting systems
Develop and implement accounting processes and workflows tailored to client needs
Conduct regular client-facing meetings to review financials, discuss deliverables, and address questions or concerns
Communicate proactively with clients regarding deadlines, deliverables, and any issues
Coordinate with external tax accountants on client tax filings as needed
Oversee the accuracy of all bookkeeping performed by team members before client delivery
Review and approve financial statements prepared by staff
Review payroll processing completed by team members for accuracy and compliance
Review AP and AR reports prepared by staff for completeness and accuracy
Identify and correct errors before deliverables are sent to clients
Ensure compliance with company standards, procedures, and accounting best practices
Manage and supervise a team of 2-3 direct reports, which may sometimes include remote/overseas team member(s)
Conduct regular check-ins with team members to monitor progress, provide feedback, and address obstacles
Hold team members accountable to deadlines and quality standards through clear expectations and consistent follow-up
Provide training, coaching, and mentoring to support team development
Coordinate work across time zones to ensure seamless collaboration with remote staff
Track all client deliverables—both personal and team—and ensure deadlines are consistently met
Manage project timelines using the company's project management system (Double)
Identify bottlenecks and implement solutions to improve workflow efficiency
Recommend and implement process improvements to increase team productivity
Ensure proper documentation and organization of client files and work papers
Redistribute workload as needed to ensure all deadlines are met
Handle escalated client concerns from team members and work to resolve issues promptly
Ensure all client interactions—personal and team—are professional, courteous, and timely
Step in to support team members on complex client situations as needed
Maintain required Continuing Professional Education (CPE) hours in accordance with certification and licensing standards
Stay current with accounting regulations, software updates, and industry best practices
Pursue ongoing professional development to enhance skills in financial management, leadership, and client advisory services
Qualification
Required
Bachelor's degree in Accounting required
5-7 years of accounting experience, with at least 2 years in a supervisory or team lead role required
Strong working knowledge of bookkeeping, reconciliations, financial statement preparation, payroll processing, and AP/AR management
Demonstrated ability to manage multiple clients and projects simultaneously while meeting all deadlines
Consistent attendance and dependability are essential for this role
Strong written and verbal communication skills for client and team interactions
Exceptional organizational skills and attention to detail
Proficiency with QuickBooks Online required
Valid driver's license and reliable transportation required for client site visits
Preferred
Experience implementing or configuring accounting software for clients is a plus
Experience with payroll systems and project management tools preferred
Experience coordinating with remote team members across different time zones is a plus
Benefits
Medical Insurance: 75% employer-paid for employee coverage.
Dental & Vision Insurance: 75% employer-paid for employee coverage.
Life Insurance: Employer-paid life insurance.
Supplemental Insurance: Access to supplemental coverage including critical illness, telehealth, cancer, heart, stroke, and additional life insurance.
401(k): Company match up to 5% of salary.
Unlimited PTO: Available after 90 days of employment.
Paid Holidays: 11 paid holidays per year.
Extended Thanksgiving Break: Additional paid time off during Thanksgiving week. Available after 90 days of employment.
Winter Holiday Break: 2-week paid office closure from late December through early January. Available after 90 days of employment.
Company
Merritt Innovative Consulting & Advisory, LLC
Empowering Entrepreneurs with Fractional CFO & COO Services
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase