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Hiring an Accounting Manager for Your Tax & Accounting Firm

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Once your tax and accounting firm is successfully growing with the right pricing, packaging and scope, it’s time to consider hiring an accounting manager. You’ve learned how to show the value of your firm and how to produce client deliverables. Now, we need to transfer that skill to a qualified accounting manager who can represent your firm, consistently deliver quality work on your behalf and build a successful team to increase capacity and help you grow your firm.

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hiring account manager

Hire, Train and Develop the Right Accounting Manager

One of the most difficult challenges of building a tax and accounting business is learning how to organize your human capital and manage it on an ongoing basis. We’ll help you develop a clear strategy for hiring, including identifying when you need to hire an accounting manager versus a staff accountant, organizing your overall team and establishing your expectations of them, as well as knowing when to execute your strategies.

Everything You Need to Hire an Accounting Manager

Everything You Need to Hire an
Accounting Manager

Recruiting is the first and most important part of the process of hiring an accounting manager. But it most likely won’t happen overnight. We’ll give you the job advertisement, interview questions, offer letter and compensation structure to land a qualified, professional accounting manager who can represent your firm and successfully deliver high-quality work to your clients.

Onboarding and Ongoing Training to Ensure Your Accounting Manager’s Success

As the position is critical, you’ll want to make sure you set your new accounting manager up for success, starting with their first week. Depending on their experience, they may need to brush up on core technical competencies. They’ll also need to understand what and how your tax and accounting firm delivers services, and what type of culture and mission your firm has defined and is consistently working towards.  

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Onboarding and Ongoing Training to Ensure Your Accounting Manager's Success
Skills and Outcomes Necessary for a Great Accounting Manager

Skills and Outcomes Necessary for a Great Accounting Manager

A great accounting manager will be able to:

  • Prepare and present financial information to clients
  • Solve problems when not all answers are present
  • Drill down into identifying reconciliation issues
  • Handle client clean-ups and set-ups
  • Understand how Key Performance Indicators should be presented to clients
  • Provide feedback, assessments and encouragement while managing a successful and growing accounting team

Success Profiles and Accountability
to Retain Top Talent

“A” players want to work with other “A” players. Your accounting manager’s role is to hire, train and mentor your staff accountants so that they can serve your clients in the most efficient and effective way.  

We’ll help you identify key goals for your accounting manager and how to measure those goals. In addition, we’ll clearly lay out the skills and outcomes necessary for them to succeed in this role. 

Once your accounting manager is clear on what they need to do to succeed in the role, overlay this process with performance and accountability meetings to help continue to develop them. These efforts will also trickle down and contribute to the success of their department. 

Success Profiles and Accountability to Retain Top Talent

Our Clients Say It Best

Hear from tax and accounting firm owners who have hired successful accounting managers to their firms.

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How to Grow an Accounting Firm from Zero to 7-Figures in Under 4 Years

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Accountant Grows a 7 Figure Firm By Developing Accounting Firm Processes

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Former Bookkeeper Transforms Her Tax and Accounting Firm Despite All Odds Being Stacked Against Her

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