Bachelor's degree in Accounting, Finance, or related field; CPA or CMA preferred.
Extensive experience in client accounting services with a focus on team management.
Strong knowledge of accounting principles and financial reporting standards.
Excellent communication and interpersonal skills for client relationship building.
Proficiency in accounting software and advanced Microsoft Excel skills.
Demonstrated leadership abilities in coaching and team development.
Strong analytical and problem-solving skills with attention to detail.
Responsibilities
Lead and manage the client accounting services department for efficient workflow.
Develop and maintain long-term client relationships as the primary contact.
Collaborate with clients to tailor services to their financial objectives.
Monitor and analyze financial data, providing insights for client performance.
Ensure compliance with accounting principles and maintain accurate records.
Mentor and develop team members, fostering professional growth.
Implement process improvements for enhanced efficiency and service delivery.
Benefits
Work-life balance with reasonable hours outside of peak tax season.
Health, dental, and vision insurance.
401(k) plan with firm match.
Flexible time off policy.
CPE support and continuing education reimbursement.
Supportive, team-oriented office culture.
Full Job Description
Job Type
Full-time
Description
Position Summary
We are seeking an accomplished and dedicated Senior Client Accounting Services Manager who will play a pivotal role in overseeing and leading our client accounting services team. The ideal candidate will have extensive experience in client relationship management, a deep understanding of accounting principles, and a track record of delivering exceptional service. This position requires a strategic thinker who can optimize processes, develop staff, and ensure client satisfaction.
Key Responsibilities
Lead and manage the client accounting services department, overseeing day-to-day operations and ensuring efficient workflow.
Develop and maintain strong, long-term relationships with clients, acting as their primary point of contact for accounting needs.
Collaborate with clients to understand their financial objectives and tailor services to meet their unique requirements.
Monitor and analyze financial data, providing insights and recommendations to enhance client performance and achieve financial goals.
Ensure compliance with accounting principles and regulations, maintaining accurate financial records and reports.
Mentor, train, and develop team members, fostering a culture of continuous professional growth and teamwork.
Implement process improvements to enhance efficiency, accuracy, and service delivery.
Prepare and present financial reports, summaries, and strategic recommendations to clients and senior management.
Stay updated on industry trends, regulations, and best practices to ensure our services are competitive and cutting-edge.
What We Offer
Competitive salary based on experience
Work-life balance, including reasonable hours especially outside of peak tax season
Health, dental, and vision insurance
401(k) with firm match
Flexible time off
CPE support / continuing education reimbursement
Supportive, team-oriented office culture
Requirements
Bachelor's degree in Accounting, Finance, or a related field; CPA or CMA certification preferred.
Extensive experience in client accounting services, with a proven track record of managing teams and delivering exceptional client service.
Strong knowledge of accounting principles, financial reporting standards, and relevant regulatory requirements.
Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
Proficiency in accounting software and advanced Microsoft Excel skills.
Demonstrated leadership abilities and experience in coaching and developing teams.
Strong analytical and problem-solving skills, with a keen attention to detail.
Ability to work effectively under pressure, manage multiple priorities, and meet deadlines.
