About this opportunity
Dallas CPA Firm lists this Manager Advisory Services opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Manager, Advisory Services
L&H CPAs & Advisors, LLC
Advisory Services Division | Dallas, Texas | Full-Time
The Firm
L&H CPAs & Advisors, LLC is a Dallas-based professional services firm providing tax and advisory services to privately held and founder-led companies. The Advisory Services division delivers financial leadership and transaction expertise across the following key practice areas:
Mergers & Acquisitions Advisory. Buy-side and sell-side representation, including quality of earnings analysis, financial due diligence, valuation, transaction structuring and net proceeds modeling, data room preparation, negotiation support, and post-closing settlements.
Client Accounting Services and Fractional Controller & CFO Advisory. Ongoing financial leadership for companies without a full internal finance function, encompassing close oversight, management reporting, budgeting and forecasting, cash management, capital planning, and strategic financial guidance.
Commercial Real Estate Finance Advisory. Underwriting and proforma development, financial modeling maintained across the asset lifecycle, valuation and performance monitoring, acquisition and disposition support, and institutional-quality lender and investor reporting for developers, owners, and sponsors.
Clients frequently engage the division across multiple practice areas over the life of the relationship, and the division is structured to serve them accordingly.
Position Summary
The Manager holds primary responsibility for engagement delivery and client relationship management across an assigned portfolio. The role carries controller-level accountability for the integrity of client financial reporting, supervisory responsibility for Associates and first-line accounting staff, and day-to-day ownership of the client relationship.
The position combines technical execution with oversight. Managers remain substantively involved in the work while bearing accountability for engagement quality, economics, and client outcomes.
Principal Responsibilities
Controller-Level Engagement Delivery
Own the monthly and quarterly close process for assigned clients, including review of the general ledger, accruals, account reconciliations, adjusting journal entries, and supporting workpapers
Ensure financial statements are accurate, timely, and defensible for use by ownership, boards, lenders, investors, and prospective acquirers
Develop and maintain management reporting packages, including key performance indicators, dashboards, budget-to-actual analysis, cash forecasting, and accompanying analytical commentary
Design and implement accounting processes, internal controls, and close calendars for clients whose finance infrastructure has not kept pace with the business
Resolve technical accounting matters and coordinate with the firm's tax on matters requiring cross-divisional input
Supervision and Review
Review Associate work product, including financial models, diligence schedules, reporting packages, and workpapers, for technical accuracy, completeness, and analytical sufficiency
Direct and review first-line accounting work performed by the firm's general accounting team, and maintain standards for quality and turnaround
Train and develop Associates through structured review, direct coaching, and progressive delegation of responsibility
Scope engagements, allocate staffing, monitor budget and realization, and elevate matters affecting engagement economics or client service
Client Relationship Management
Serve as the primary day-to-day point of contact for assigned clients
Lead recurring client meetings, present financial results, interpret performance trends, and recommend appropriate action
Identify client needs across the division's practice areas and coordinate with the Director on scoping and expansion of services
Support proposal development, engagement scoping, and onboarding of new clients
Transaction and Advisory Engagements
Lead or support financial due diligence and quality of earnings engagements on both buy-side and sell-side mandates
Review valuation analyses, transaction models, and net proceeds calculations
Support commercial real estate underwriting, proforma review, lender and investor reporting, and capital events
Prepare clients in advance of transactions through remediation of financial records and establishment of credible reporting
Qualifications
Required
Six or more years of relevant experience across public accounting, outsourced controller and CFO services, transaction advisory services, or corporate accounting and finance leadership
Demonstrated controller-level capability, including primary ownership of a close process
Substantive review experience and the ability to develop staff through the review process
Proven effectiveness in direct interaction with business owners and executive management, including the communication of unfavorable findings
Strong technical accounting foundation in U.S. GAAP, applied proportionately to privately held companies
Preferred
Active CPA licensure strongly preferred; CFA designation or MBA also valued
Direct experience in commercial real estate accounting and finance, M&A due diligence or quality of earnings, or fractional CFO and controller delivery
Experience supervising distributed or offshore accounting teams
Demonstrated record of establishing finance and accounting process in environments lacking existing infrastructure
Professional Development
Managers hold client relationships directly and work across Advisory's practice areas with regular access to the Director of Advisory Services. The division is in an active growth phase, and the defined advancement path leads toward full fractional CFO responsibility and ownership of a client portfolio.
Location and Travel
The position is expected to office in Dallas, Texas, with a hybrid work schedule (primarily in-person). Periodic travel may be required for client site visits, management meetings, and on-site diligence procedures.
Application
L&H CPAs & Advisors, LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.
#J-18808-Ljbffr
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.