Associate Manager, Technical Reviews & Training - CPA
Chazin · Tampa, United States · remote
ASSOCIATE MANAGER, TECHNICAL REVIEWS & TRAINING – CPA
(Full-time Remote Position)
This is a full-time fully remote position open to candidates based in the United States. Please note that, due to business and regulatory requirements, we are currently unable to consider applications from residents of California.
Chazin is a woman-owned firm, established by Adele Chazin in 2005. While accounting is our business, nonprofits are our passion. This passion, coupled with years of practical experience, has made Chazin a premier provider of virtual accounting and finance solutions for the nonprofit sector. Chazin is proud to have been recognized nationwide with Best of Accounting awards for Client Satisfaction and Employee Satisfaction for five consecutive years! Take a look at what our clients and employees have to say: Chazin reviews - Best of Accounting Winner (clearlyrated.com)
About the Role
Chazin is seeking an experienced Associate Manager, Technical Reviews & Training – CPA, to serve as our internal subject matter expert on U.S. GAAP and lead technical accounting training across the organization. This role plays a key part in maintaining quality and compliance standards while building the technical knowledge of our Accounting Services team. This is an excellent opportunity for a CPA with strong nonprofit and public accounting experience who enjoys staying current on emerging standards and strengthening technical knowledge across an organization.
Core Responsibilities
Monthly close and audit readiness reviews
- Review assigned monthly close workpapers, reconciliations, and financial statements for accuracy, completeness, U.S. GAAP, and firm procedures. Complete reviews within agreed timelines.
- Evaluate support for significant balances, estimates, unusual transactions, and accounting conclusions. Identify inconsistencies, missing documentation, and departures from firm standards.
- Document clear, actionable review comments; explain the accounting rationale, follow up with preparers, and verify that corrections and supporting documentation resolve findings before clearing assigned reviews.
- Review year-end schedules and supporting workpapers for external audits.
- Help engagement teams resolve accounting questions and improve audit readiness.
- Track assigned review status and recurring issues. Report results and capacity concerns to the Manager; escalate significant errors, unresolved judgments, and delivery risks promptly.
Technical research and nonprofit accounting
- Serve as a technical resource for nonprofit accounting matters, including contributions and grants, donor restrictions and releases, net assets, functional expenses, endowments, revenue recognition, and leases.
- Research assigned questions using authoritative guidance; prepare concise memoranda documenting facts, analysis, proposed conclusions, and implementation considerations for Manager review.
- Monitor accounting developments and contribute to updates to policies, close checklists, templates, and training materials.
Training development and delivery
- Develop and present internal training and approved client-facing education using clear learning objectives, relevant nonprofit examples, practical exercises, and assessments.
- Convert recurring review findings into targeted coaching, job aids, case studies, and refresher training. Support role-based learning and onboarding of new team members.
- Develop reusable curriculum and instructor materials; maintain assigned courses and resources in the firm’s content library or learning platform.
- For programs offered for CPE, prepare content and maintain assigned documentation in accordance with applicable AICPA/NASBA standards and firm sponsor procedures. Support attendance verification, evaluations, certificates, and records with the designated administrator.
Coaching and coordination
- Coach accountants and assigned reviewers on technical judgment, documentation, self-review, and effective resolution of review comments. Provide constructive feedback that strengthens independent problem-solving.
- Coordinate assigned review work and training projects; communicate priorities, deadlines, and dependencies, and support other reviewers during peak periods.
- Recommend improvements to review practices and learning resources. Provide performance input on assigned team members; formal personnel decisions remain with the Manager unless specifically delegated.
Content and technology support
- Contribute technically accurate webinar materials, articles, and client resources under the Manager’s direction; route external content through the firm’s approval process.
- Maintain version control and update assigned technical resources when accounting guidance or firm procedures change.
- Use approved accounting, workflow, analytics, and AI tools to improve review and training efficiency. Validate outputs, confirm authoritative sources, document conclusions, and protect client information.
- Participate in process improvements and other related projects as assigned, communicating progress and results.
Required Skills & Abilities
- A bachelor’s degree in accounting
- CPA license required.
- Extensive knowledge of GAAP
- A minimum of three years of nonprofit accounting experience
- A minimum of five years of general ledger accounting experience
- A minimum of three years of public accounting experience preferred
- Experience in audit preparation and management
- Ability to thrive in a virtual team-oriented environment
- Excellent organizational, problem-solving, project management, and communication skills
- Advanced knowledge of Microsoft Office, Excel, and multiple Accounting Software platforms
- Successful history of remote work
Compensation
The salary range for this position is $103k - $110k, depending on qualifications and experience. We offer a comprehensive benefits package and support opportunities for growth and advancement within our organization.
Benefits
At Chazin, we provide a 100% remote work environment, *flexible work schedules, a comprehensive benefits program, competitive compensation, strong work-life balance, and a people-focused culture that supports your success and well-being.
Work-Life Balance & Flexibility
- Flexible remote schedules
- 15 days of paid time off (PTO), increasing with tenure
- 10 paid holidays annually, including 1 Floating Holiday
- Annual all-employee paid retreat
Core Health & Wellness
- Medical, dental, and vision insurance
- Health Savings Account (HSA) / Flexible Spending Account (FSA)
- Life, short-term and long-term disability (STD & LTD)
- Supplemental insurance options
Financial & Retirement Support
- 401(k) with company match and 100% vesting after the first year
- Monthly technology stipend
Professional Development & Recognition
- 100% reimbursement of CPA licensing fees
- 50% reimbursement of AICPA membership
- Continued ongoing education/training
- Employee reward & recognition perks
*At Chazin we offer partial flexibility with work hours, allowing team members to adjust schedules within specified parameters. This accommodates individual needs while maintaining core business hours for collaboration and meetings, fostering a harmonious and productive work atmosphere.
We are an equal opportunity employer and value diversity at our company. We are committed to creating an inclusive work environment and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage individuals from all backgrounds and experiences to apply