Accounting Manager

Application Deadline: 23 January 2026

Department: Professional Services (HR, Finance, IT, Marketing)

Employment Type: Permanent - Full Time

Location: Williston, VT

Reporting To: Christopher Russin

Compensation: $120,000 - $150,000 / year

Description

Our Story
Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.
Job Overview
This position is responsible for the day to day management of an increasingly complex portfolio of captive insurance clients, including risk retention groups and/or other complex structures, the number of which varies depending on complexity of the accounts, as well as serving as a mentor and resource to the Account Managers and Staff Accountants.  This position oversees a team of account managers and staff and accountants, working closely with them to ensure excellent client service.  The Account Team Lead has demonstrated ability to work independently, present financial statements at board meetings, serve as a mentor and resource to staff, as well as ability to train and lead.  Assist company by adhering to and maintaining standards in accordance with ISMS policy and procedure.

Work Environment

This job operates in a professional work environment.  This role routinely uses standard office equipment such as computers, phones, photocopiers

Key Responsibilities

Duties may include, but are not limited to:
• Serve as principal client liaison
• Supervise, train, mentor and serve as a resource to Account Managers and Staff Accountants, to include periodic performance reviews.  May include staff in remote locations
• Be the office leader regarding all account management and administrative staff working in designated offices, with the exception of functions/operations staff members, e.g. HR, Corporate Accounting & Finance and IT.  This includes oversight and responsibility of all staff, including performance evaluations.
• Ensure designated offices are supported by appropriate resources and there is a consistent review process in place for all managed clients to meet all financial and regulatory requirements
• Preparation of periodic financial statement packages tailored to individual client needs and completion of self review
• Preparation of quarterly and annual NAIC statements (if applicable)
• Preparation of Annual Statement/Report start to finish
• Preparation of written analysis of financial statements
• Planning and coordination of annual audit and actuarial review
• Maintain up to date knowledge of accounting, insurance and regulatory issues affecting captives
• Review of premium tax returns
• Monitor compliance with regulations and advise clients of changes as necessary
• Preparation of regulatory correspondence, to include monitoring any changes in business plan
• Act as liaison with captive’s legal, actuarial, audit and other service providers
• Independent preparation and presentation of materials at Board Meetings
• Coordination and planning of annual (or more frequent) Board Meetings
• Ensure Account Manager, Staff Accountant and/or Vice President are copied on all relevant correspondence
• Involvement in emerging and technical issues and serving as a resource for dissemination of this information
• Ability to review complex financial statement packages and prepare accompanying supervisory checklist
• Maintain client confidentiality

Accountabilities
• Responsible for the delivery of high-quality service, ensuring that all client service standards are met for portfolio of captive clients
• Responsible for adherence to established regulatory, company and client timelines and deadlines
• Responsible for following established guidelines, checklists and procedures, ensuring that managed companies remain compliant and internal controls are followed.  Responsible for enforcing said guidelines, checklists and procedures with managed staff
• Responsible, with assistance from Human Resources, for recruiting, hiring and retaining top talent
• Responsible for identifying and mentoring future leaders of the organization

Skills, Knowledge & Expertise

• Able to manage complex captive insurance portfolio with little supervision
• Able to handle client issues independently
• Demonstrated abilit