About Us:

Level Financial Group, LLC is a leading financial consulting firm specializing in forensic accounting, litigation support, and business valuation services. Our team is committed to delivering high-quality, objective, and reliable financial expertise to clients across various industries.

Job Description:

We are seeking an experienced professional to lead the development, implementation, and management of our Client Accounting Services (CAS) department. This role is responsible for building a scalable bookkeeping and accounting platform that supports both external client needs and internal forensic workflows.

The ideal candidate will combine strong technical accounting expertise with an operational mindset to design processes, manage a team, and deliver consistent, high-quality financial reporting. This is a leadership opportunity for a professional who wants to build and manage a department within a growing and specialized firm.

Key Responsibilities:

Maintain compliance with professional and ethical standards.
Work in a team environment on multiple matters with challenging and changing deadlines.
Develop and implement standardized workflows for bookkeeping, reconciliations, and month-end close
Manage and oversee client accounting engagements across multiple entities and industries
Establish quality control procedures to ensure accuracy, consistency, and defensibility of financial data
Build, train, and supervise a team of client accountants and bookkeepers
Maintain strong client relationships and manage engagement timelines
Serve as primary point of contact for client accounting relationships

Qualifications:

High ethical standards.
Unwavering attention to detail.
Strong work ethic with a desire to grow.
Entrepreneurial mindset.
Ability to accept and apply feedback.
Desire to grow and develop a top performing team.
Ability to handle to cleanup projects and historical financial reconstruction.
Degree in Accounting or related field.
8+ years of accounting or bookkeeping experience in a client facing capacity.
Must be willing to work on-stie in Summerville, SC.

Benefits:

Competitive salary based on experience.
Health, dental, and vision insurance.
401(k) retirement plan with company match.
Professional development and certification support.
Flexible work environment.

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