Client Accounting Services Manager

HLB Gross Collins

• $80K — $95K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field required; CPA preferred.
  • 5-7 years of progressive accounting experience, including at least 2 years in a supervisory role.
  • Strong knowledge of accounting principles, practices, and regulations.
  • Proficiency in accounting software and Microsoft Excel; QuickBooks Online experience preferred.
  • Excellent leadership and interpersonal skills to manage and motivate a team.

Responsibilities

  • Manage and mentor Client Accounting Services team to ensure high-quality service.
  • Oversee month-end and year-end close processes, including financial statement preparation.
  • Review and coach team members on monthly bookkeeping and financial statements.
  • Collaborate with tax and audit departments for reporting accuracy.
  • Provide fractional CFO and Controller services as necessary.
  • Lead financial advisory meetings with clients on a monthly or quarterly basis.
  • Support senior management in strategic financial analysis and special projects.

Benefits

  • Opportunities for professional development and training.
  • Participation in industry segment meetings.
  • Involvement in special projects and initiatives.
  • Conducive environment for maintaining client relationships and effective teamwork.
Full Job Description
CAS Manager

As an Accounting Manager at HLB Gross Collins, you will play a crucial role in overseeing the day-to-day accounting operations and ensuring accuracy and compliance with regulatory standards. The ideal candidate will possess strong leadership skills, extensive knowledge of accounting principles, and a commitment to delivering high-quality service to our clients.
Essential Functions
  • Manage, mentor, and supervise Client Accounting Services team members to ensure high-quality client service and operational efficiency.
  • Complete and manage the month-end and year-end close processes, including bookkeeping processes, reconciliations, accruals, adjustments and financial statement preparation for dedicated clients.
  • Review monthly bookkeeping & financial statements from team members and coach them for learning and development
  • Coordinate and collaborate with other departments, including tax and audit, to facilitate timely and accurate reporting.
  • Provide fractional CFO/Controller services as needed
  • Monthly and/or Quarterly financial advisory meetings with clients
  • Assist in the preparation of budgets, forecasts, and financial analysis to support strategic decision-making.
  • Support senior management in special projects and initiatives as needed.
  • Comfortable using and learning software applications for client needs
  • Participate in industry segment meetings and marketing
  • Mentor and implement training for CAS Team
  • Monthly meeting with direct reports to review billable budget vs. actual, realization and goals

Qualifications:

  • Bachelor's degree in Accounting, Finance, or related field required; CPA preferred.
  • 5-7 years of progressive experience in accounting, with at least 2 years in a supervisory role.
  • Strong understanding of accounting principles, practices, and regulations.
  • Proficiency in accounting software and Microsoft Excel; experience with QuickBooks Online preferred.
  • Excellent leadership and interpersonal skills, with the ability to effectively manage and motivate a team.
  • Detail-oriented with strong analytical and problem-solving abilities.
  • Ability to prioritize tasks and meet deadlines in a fast-paced environment.
  • Excellent communication skills, both verbal and written.
  • Commitment to maintaining confidentiality and integrity in handling sensitive financial information.
  • Ability to adapt to change and willingness to embrace new technologies and methodologies.

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