GRF CPAs & Advisors

• Serve as the primary sales resource for all marketing-generated leads, inbound inquiries, and partner-referred opportunities owing each opportunity from first engagement through close. • Collaborate closely with the marketing team on campaign strategy, messaging, webinars, user groups, and events to ensure a strong and consistent flow of qualified opportunities. • Nurture leads across varying stages of readiness, maintaining consistent follow-up and engagement to advance opportunities through the sales cycle. • Maintain disciplined pipeline hygiene and accurate forecasting in CRM; provide regular reporting to leadership on pipeline health and deal progression. • Conduct thorough discovery sessions to understand prospect pain points, financial operations, requirements, and strategic objectives. • Lead interactive, discovery-driven Sage Intacct demonstrations independently and without pre-sales support tailored to each prospect’s industry, pain points, and key stakeholders. • Develop and present full implementation proposals including Statements of Work (SOWs), ROI analyses, and pricing strategies. • Manage the full sales cycle from qualification through contract execution, engaging multiple stakeholders and navigating complex buying processes. • Represent the firm at industry events, Sage partner programs, webinars, and user groups to build market presence and expand referral relationships.

Role Description We are seeking a seasoned Sage Intacct Sales Executive to own and grow our new business pipeline from first contact through signed contract without reliance on a dedicated pre-sales or solution engineer resource. This is a rare opportunity for a true subject matter expert who combines proven sales performance with the product depth to independently deliver compelling, customized Sage Intacct demonstrations. Working in close partnership with our marketing team, you will convert marketing-generated opportunities into closed business while contributing to the overall growth strategy of our consulting practice. Location: Remote Salary range: $85,000 - $105,000 Essential Functions & Responsibilities - Pipeline Development & Lead Nurturing - Serve as the primary sales resource for all marketing-generated leads, inbound inquiries, and partner-referred opportunities owing each opportunity from first engagement through close. - Collaborate closely with the marketing team on campaign strategy, messaging, webinars, user groups, and events to ensure a strong and consistent flow of qualified opportunities. - Nurture leads across varying stages of readiness, maintaining consistent follow-up and engagement to advance opportunities through the sales cycle. - Maintain disciplined pipeline hygiene and accurate forecasting in CRM; provide regular reporting to leadership on pipeline health and deal progression. - Contribute feedback to marketing on lead quality, market messaging, and competitive intelligence to continuously improve top-of-funnel effectiveness. - Discovery & Solution Selling - Conduct thorough discovery sessions to understand prospect pain points, financial operations, requirements, and strategic objectives. - Engage mid-market prospects by mapping their current-state operations to Sage Intacct’s capabilities including multi-entity support, dimensional reporting, and industry-specific modules and develop customized messaging to accelerate decision-making. - Function as a subject matter expert (SME) on Sage Intacct’s core financials and relevant modules, drawing from hands-on platform experience. - Build strong relationships with C-level executives, Controllers, and finance teams throughout the evaluation process. - Independent Product Demonstrations - Lead interactive, discovery-driven Sage Intacct demonstrations independently and without pre-sales support tailored to each prospect’s industry, pain points, and key stakeholders. - Own the full demo narrative from post-discovery preparation through live presentation and follow-up, ensuring each demonstration directly connects platform capabilities to the prospect’s business challenges. - Stay current on quarterly Sage Intacct product releases to ensure demonstrations reflect the latest platform capabilities and differentiators. - Proposals, Negotiation & Closing - Develop and present full implementation proposals including Statements of Work (SOWs), ROI analyses, and pricing strategies. - Manage the full sales cycle from qualification through contract execution, engaging multiple stakeholders and navigating complex buying processes. - Coordinate a smooth handoff of new clients to the delivery and implementation team, ensuring expectations set during the sales process are honored. - Meet or exceed quarterly and annual revenue targets. - Practice & Market Development - Represent the firm at industry events, Sage partner programs, webinars, and user groups to build market presence and expand referral relationships. - Suggest ongoing improvements to sales processes, tools, proposal content, and demo environments to improve win rates and shorten sales cycles. - Contribute to practice growth initiatives including hiring input and onboarding of future sales resources as the team scales. Qualifications - 5+ years in ERP/SaaS sales, consulting, or practice leadership, with direct Sage Intacct experience in sales, implementation, or a combined role. - Demonstrated ability to independently deliver polished, discovery-driven Sage Intacct product demonstrations without pre-sales support; this is a non-negotiable requirement. - Proven success engaging mid-market prospects (50–500 employees) and closing complex, multi-stakeholder sales cycles. - Strong consultative sales skills: able to diagnose business problems and credibly articulate how Sage Intacct solves them across finance, operations, and executive audiences. - Proficiency with CRM platforms (HubSpot, Salesforce, or similar); disciplined pipeline management habits. - Excellent written, verbal, and presentation skills; comfortable presenting to CFOs, Controllers, and C-suite decision-makers. - Bachelor’s degree in Business, Finance, Accounting, or related field preferred. - Ability to travel up to 20% for client meetings, demos, or industry events. Requirements - Sage Intacct certifications: Sales Consultant and/or nonprofit industry-specific certifications is a strong plus. - Hands-on Sage Intacct implementation or consulting background — understanding the delivery side dramatically strengthens credibility in the sales process. - Familiarity with vertical-specific Sage Intacct capabilities relevant to nonprofit accounting. Benefits - Competitive benefits package, including a 401(k) plan with profit sharing. - Employer-supported medical coverage. - Company-paid life and disability insurance. - Student loan repayment. - Generous PTO. - A culture that fosters flexibility and career development.

• Manage Sage Intacct software implementation projects by providing proactive client consulting, project planning, leadership and ensuring a high quality of service delivery and satisfied clients. • Document processes, timelines and deliverables leveraging appropriate tools and resources. • Conduct in-depth client business process reviews meetings and prepare solution designs to meet complex system requirements. • As the subject matter expert on the solution, provide guidance and direction to both internal implementation team and client implementation team. • Develop financial and operational reports for clients. • Conduct end-user training for both clients and internal team members. • Import and assist clients in validating historical data from legacy systems. • Provide high-quality, timely customer service and support. • Assist in developing and nurturing internal community of expertise and knowledge base in Sage Intacct solutions. • Assist with continuous improvement efforts for internal processes and documentation. • Identify and recommend new strategic initiatives.

• Manage various aspects of the monthly close process including reconciliations, preparation of supporting schedules, financial analysis, quality review, and financial reporting. • Apply strong knowledge of accrual basis accounting to enter and review transactions, resolve variances, and ensure accurate general ledger management. • Utilize, train, and implement cloud-based accounting tools such as Bill.com, Expensify, and other platforms commonly used by government contractors. • Coordinate different phases of engagements with supervisors or managers, review workpapers for accuracy and completeness, and maintain clear client communication. • Provide oversight and coaching to staff accountants; offer guidance, feedback, and support professional development. • Assist clients with understanding financial statements, compliance with government contracting requirements, indirect rate calculations, and cost accounting standards. • Ensure deliverables are prepared in accordance with applicable accounting standards and firm protocols. • Maintain strong client relationships and prioritize responsive, high-quality service delivery.

GRF CPAs & Advisors has been part of the Washington, DC metropolitan region since 1981. The firm provides outsourced accounting, auditing, risk advisory and consulting, and tax services to an extensive client base, which consists of nonprofit organizations, government contractors, professional service firms and others. This is a remote position. Salary range: $110,000 - $140,000

• Manage various aspects of the monthly close process including reconciliations, preparation of supporting schedules, financial analysis, quality review, and financial reporting. • Apply strong knowledge of accrual basis accounting to enter and review transactions, resolve variances, and ensure accurate general ledger management. • Utilize, train, and implement cloud-based accounting tools such as Bill.com, Expensify, and other platforms commonly used by government contractors. • Coordinate different phases of engagements with supervisors or managers, review workpapers for accuracy and completeness, and maintain clear client communication. • Provide oversight and coaching to staff accountants; offer guidance, feedback, and support professional development. • Assist clients with understanding financial statements, compliance with government contracting requirements, indirect rate calculations, and cost accounting standards. • Ensure deliverables are prepared in accordance with applicable accounting standards and firm protocols. • Maintain strong client relationships and prioritize responsive, high-quality service delivery.

Summary of Responsibilities: GRF CPAs & Advisors has served the Washington, DC metropolitan region since 1981, providing outsourced accounting, auditing, risk advisory and consulting, and tax services to a diverse client base including government contractors, professional service firms, nonprofit organizations, and others. We are currently seeking an experienced senior-level accountant to join our dynamic and growing Outsourced Accounting and Advisory Services team. The ideal candidate will have experience supporting government contractors and working within the Unanet or QuickBooks accounting platforms. In this position, you will help supervise and execute client engagements using cloud-based accounting systems, particularly Unanet and QuickBooks Online. Our team-based environment requires the ability to manage multiple priorities, collaborate effectively, quickly adopt new technologies, and communicate clearly with clients. Salary Range: $73,000 - $80,000 Location: Fully Remote or In-Office (Bethesda, MD) Essential Functions: 1. Manage various aspects of the monthly close process including reconciliations, preparation of supporting schedules, financial analysis, quality review, and financial reporting. 2. Apply strong knowledge of accrual basis accounting to enter and review transactions, resolve variances, and ensure accurate general ledger management. 3. Utilize, train, and implement cloud-based accounting tools such as Bill.com, Expensify, and other platforms commonly used by government contractors. 4. Coordinate different phases of engagements with supervisors or managers, review workpapers for accuracy and completeness, and maintain clear client communication. 5. Provide oversight and coaching to staff accountants; offer guidance, feedback, and support professional development. 6. Assist clients with understanding financial statements, compliance with government contracting requirements, indirect rate calculations, and cost accounting standards. 7. Ensure deliverables are prepared in accordance with applicable accounting standards and firm protocols. 8. Maintain strong client relationships and prioritize responsive, high-quality service delivery.

Summary of Responsibilities: GRF CPAs & Advisors has served the Washington, DC metropolitan region since 1981, providing outsourced accounting, auditing, risk advisory and consulting, and tax services to a diverse client base including government contractors, professional service firms, nonprofit organizations, and others. We are currently seeking an experienced senior-level accountant to join our dynamic and growing Outsourced Accounting and Advisory Services team. The ideal candidate will have experience supporting government contractors and working within the Unanet or QuickBooks accounting platforms. In this position, you will help supervise and execute client engagements using cloud-based accounting systems, particularly Unanet and QuickBooks Online. Our team-based environment requires the ability to manage multiple priorities, collaborate effectively, quickly adopt new technologies, and communicate clearly with clients. Salary Range: $79,000 - $105,000 Location: Fully Remote or In-Office (Bethesda, MD) Essential Functions: 1. Manage various aspects of the monthly close process including reconciliations, preparation of supporting schedules, financial analysis, quality review, and financial reporting. 2. Apply strong knowledge of accrual basis accounting to enter and review transactions, resolve variances, and ensure accurate general ledger management. 3. Utilize, train, and implement cloud-based accounting tools such as Bill.com, Expensify, and other platforms commonly used by government contractors. 4. Coordinate different phases of engagements with supervisors or managers, review workpapers for accuracy and completeness, and maintain clear client communication. 5. Provide oversight and coaching to staff accountants; offer guidance, feedback, and support professional development. 6. Assist clients with understanding financial statements, compliance with government contracting requirements, indirect rate calculations, and cost accounting standards. 7. Ensure deliverables are prepared in accordance with applicable accounting standards and firm protocols. 8. Maintain strong client relationships and prioritize responsive, high-quality service delivery.

Location: Bethesda, MD (in-office, hybrid, or remote available). Salary range: $79,000 - $104,000 Are you looking for an experienced level accountant role at an energetic & passionate company? GRF CPAS & Advisors, a Bethesda, MD CPA Firm is in search of a Senior Accountant to join our Outsourced Accounting and Advisory Services team. In this position, you will help supervise and execute engagements that center on cloud-based accounting systems like Sage Intacct and QuickBooks Online. Our team-based environment requires the ability to prioritize projects, collaborate with others, learn new technologies and interface with clients. Essential Functions: - As part of a team, handle aspects of the monthly close including reconciliations, preparation of supporting schedules, financial analysis and quality review, financial reporting. - Usage, training, and implementation of cloud-based tools such as Bill.com, Nexonia, Tallie and others. - Coordinates various phases of engagements with engagement supervisor or manager; reviews working papers for accuracy & completeness, communicates with clients. - Provides supervision and on-the-job training to staff assigned to engagement as needed. - Trains staff members, offers guidance and direction and gives constructive criticism. - Assists clients with an understanding of financial reporting and other accounting matters. - Ensures that deliverables are prepared in accordance with generally accepted professional and firm standards. - Communicates engagement's progress, problems, resolutions, financial information, tax activity and other business concerns to the client and the partner in charge. - Maintain strong client relationships.

Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Salary range: $175,000 - $225,000   Essential Functions: 1.     Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations. 2.     Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary. 3.     Delegates, manages, and performs tax research projects to achieve an accurate and efficient product. 4.     Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients. 5.     Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions. 6.     Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients. 7.     Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. 8.     Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements. 9.     Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs. 10.  Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns. 11.  Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters. 12.  Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate. 13.  Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities. 14.  Technical expertise in international tax issues and forms including Forms 706, 5227, and 1041. Other Functions: - Prepares other reports and projects as requested from time to time by the partners. - Researches and evaluates tax preparation and tax research software for recommendation to partners. - Performs such other duties as may be assigned.