The Client Accounting Manager position is responsible for managing and monitoring the daily activities of assigned Client Accounting staff and ensuring that all Transwestern/Owner policies and ...
The Client Accounting Manager position is responsible for managing and monitoring the daily activities of assigned Client Accounting staff and ensuring that all Transwestern/Owner policies and ...
Client Accounting Manager
Houston, TX · On-site
The Client Accounting Manager position is responsible for managing and monitoring the daily activities of assigned Client Accounting staff and ensuring that all Transwestern/Owner policies and ...
Client Accounting Manager
Houston, TX · On-site
The Client Accounting Manager position is responsible for managing and monitoring the daily activities of assigned Client Accounting staff and ensuring that all Transwestern/Owner policies and ...
Client Accounting Manager
Dallas, TX · On-site
The Client Accounting Manager position is responsible for managing and monitoring the daily activities of assigned Client Accounting staff and ensuring that all Owner policies and procedures are ...
Client Accounting Manager
Dallas, TX · On-site
The Client Accounting Manager position is responsible for managing and monitoring the daily activities of assigned Client Accounting staff and ensuring that all Owner policies and procedures are ...
Client Accounting Manager
Houston, TX · On-site
The Client Accounting Manager position is responsible for managing and monitoring the daily activities of assigned Client Accounting staff and ensuring that all Owner policies and procedures are ...
Client Accounting Manager
Houston, TX · On-site
The Client Accounting Manager position is responsible for managing and monitoring the daily activities of assigned Client Accounting staff and ensuring that all Owner policies and procedures are ...
Client Accounting Coordinator
Houston, TX · On-site
$68K - $90K/yr
The Client Accounting Coordinator ensures that client bills are processed timely and as directed by the billing attorney, performs audit of client bills to ensure accuracy, completeness and ...
Client Accounting Coordinator
Houston, TX · On-site
$68K - $90K/yr
The Client Accounting Coordinator ensures that client bills are processed timely and as directed by the billing attorney, performs audit of client bills to ensure accuracy, completeness and ...
Accounting Manager - Client Accounting Services
Cypress, TX · Remote
$95K - $120K/yr
Accounting Manager | Client Accounting Services Firm Located In Houston | 100% Remote Opportunity Full-time | Growth-focused CPA / advisory firm Are you the kind of accounting leader who loves ...
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Accounting Manager - Client Accounting Services
Cypress, TX · Remote
$95K - $120K/yr
Accounting Manager | Client Accounting Services Firm Located In Houston | 100% Remote Opportunity Full-time | Growth-focused CPA / advisory firm Are you the kind of accounting leader who loves ...
Accounting Manager - Client Accounting Services
Canutillo, TX · Remote
$95K - $120K/yr
Accounting Manager | Client Accounting Services Firm Located In Houston | 100% Remote Opportunity Full-time | Growth-focused CPA / advisory firm Are you the kind of accounting leader who loves ...
Quick apply
Accounting Manager - Client Accounting Services
Canutillo, TX · Remote
$95K - $120K/yr
Accounting Manager | Client Accounting Services Firm Located In Houston | 100% Remote Opportunity Full-time | Growth-focused CPA / advisory firm Are you the kind of accounting leader who loves ...
Accounting Manager - Client Accounting Services
Dallas, TX · Remote
$95K - $120K/yr
Accounting Manager | Client Accounting Services Firm Located In Houston | 100% Remote Opportunity Full-time | Growth-focused CPA / advisory firm Are you the kind of accounting leader who loves ...
Quick apply
Accounting Manager - Client Accounting Services
Dallas, TX · Remote
$95K - $120K/yr
Accounting Manager | Client Accounting Services Firm Located In Houston | 100% Remote Opportunity Full-time | Growth-focused CPA / advisory firm Are you the kind of accounting leader who loves ...
Client Accounting Services (CAS) Supervisor - Tyler / Longview, Texas Henry & Peters is seeking Client Accounting Services (CAS) Supervisors to support our Tyler and Longview offices. This role is ...
Client Accounting Services (CAS) Supervisor - Tyler / Longview, Texas Henry & Peters is seeking Client Accounting Services (CAS) Supervisors to support our Tyler and Longview offices. This role is ...
Client Accounting Services (CAS) Supervisor - Tyler / Longview, Texas Henry & Peters is seeking Client Accounting Services (CAS) Supervisors to support our Tyler and Longview offices. This role is ...
Client Accounting Services (CAS) Supervisor - Tyler / Longview, Texas Henry & Peters is seeking Client Accounting Services (CAS) Supervisors to support our Tyler and Longview offices. This role is ...
Client Accounting Services (CAS) Manager
$100K - $115K/yr
The Accounting Services Manager, also known as a Client Advisory Services (CAS) Manager, is responsible for delivering outsourced accounting, financial advisory, and client accounting services to a ...
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Client Accounting Services (CAS) Manager
$100K - $115K/yr
The Accounting Services Manager, also known as a Client Advisory Services (CAS) Manager, is responsible for delivering outsourced accounting, financial advisory, and client accounting services to a ...
Join Aprio's Client Accounting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Onboarding Mnanager to join their dynamic team.
Join Aprio's Client Accounting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Onboarding Mnanager to join their dynamic team.
In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Abilene, TX might include the following: * Works on a team to provide accounting services for ...
In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Abilene, TX might include the following: * Works on a team to provide accounting services for ...
In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Abilene, TX might include the following: * Works on a team to provide accounting services for ...
In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Abilene, TX might include the following: * Works on a team to provide accounting services for ...
In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Abilene, TX might include the following: * Works on a team to provide accounting services for ...
In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Abilene, TX might include the following: * Works on a team to provide accounting services for ...
In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Abilene, TX might include the following: * Works on a team to provide accounting services for ...
In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Abilene, TX might include the following: * Works on a team to provide accounting services for ...
The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving ...
The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving ...
The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving ...
The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving ...
Manager, Client Accounting Services, Small Business Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for ...
Manager, Client Accounting Services, Small Business Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for ...
Client Advisory Services Manager
Frisco, TX · On-site
$90K - $110K/yr
SUMMARY : Our client, a growing and highly collaborative CPA and advisory firm, is seeking a Client Advisory Services (CAS) Manager to join their team. This role is ideal for an accounting ...
Quick apply
Client Advisory Services Manager
Frisco, TX · On-site
$90K - $110K/yr
SUMMARY : Our client, a growing and highly collaborative CPA and advisory firm, is seeking a Client Advisory Services (CAS) Manager to join their team. This role is ideal for an accounting ...
Client Accounting information
What is a Client Accounting job?
A Client Accounting job involves managing financial records and transactions for clients, typically in a corporate or firm setting. Responsibilities include bookkeeping, financial reporting, reconciliations, and ensuring compliance with accounting standards. Professionals in this role help clients maintain accurate financial data, provide insights for decision-making, and often work with tax preparation and audits. Strong attention to detail, analytical skills, and knowledge of accounting principles are essential for success in this career.
What are the typical daily responsibilities for someone working in Client Accounting?
Professionals in Client Accounting typically manage client financial records, process invoices, reconcile bank statements, prepare periodic financial reports, and ensure compliance with relevant regulations. Their day often involves communicating with clients to clarify financial matters or answer questions, collaborating with internal teams such as tax or audit departments, and resolving discrepancies. Additionally, they may assist clients with budgeting, forecasting, and other financial planning tasks. This dynamic role combines technical accounting work with client service, making strong communication and multitasking skills vital for success.
What are the key skills and qualifications needed to thrive in the Client Accounting position, and why are they important?
Excelling in Client Accounting requires a robust understanding of financial principles, bookkeeping, and account reconciliation, often backed by a degree in accounting or finance. Familiarity with accounting software such as QuickBooks, Xero, or SAP, as well as proficiency in Microsoft Excel, are frequently required, and certifications like CPA or CMA are advantageous. Strong attention to detail, organizational skills, and the ability to communicate clearly with clients and team members are essential soft skills. These capabilities are crucial for accurately managing client accounts, delivering timely financial reports, and maintaining strong client relationships.
Full-time
Re-posted 25 days ago
Job description
Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern.
Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions.
Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together. We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence.
POSITION SUMMARY:
The Client Accounting Manager position is responsible for managing and monitoring the daily activities of assigned Client Accounting staff and ensuring that all Transwestern/Owner policies and procedures are consistently and accurately followed for the assigned properties. The Manager performs periodic reviews of reports, reconciliations, and other financial information to ensure accuracy and consistency. The Manager works closely with Property Management and Clients to ensure that all reporting deadlines are met. The Manager provides mentoring to staff and sets a positive and healthy culture within the team. The Manager will provide leadership in the knowledge, training, and utilization of the assigned real estate accounting software(s) (e.g., MRI, Yardi, P2P, ClickPay, Client Accounting Systems, etc.).
It is also the responsibility of the Client Accounting Manager to deliver the Transwestern Experience when interacting and communicating with tenants, owners, vendors and fellow team members.
ESSENTIAL JOB FUNCTIONS
Direct and manage professional staff on a daily basis, must possess a thorough understanding of the job responsibilities of each staff member and be able to recommend necessary process changes and improvements.
Screen, hire, supervise, mentor and train staff as required. This also may include initiating disciplinary actions, including terminations.
Prepare and review monthly accounting calendars to ensure that client accounting staff is appropriately controlling project deadline flow, that all reporting deadlines, special payments (e.g., mortgages and taxes) and owner requirements are documented and met.
Provide Treasury Management oversight, disbursement approvals and signatory on client bank accounts.
Perform detailed review of financial reports, reconciliations and all financial information prepared by the accounting staff and/or the property management staff to ensure compliance with Owner Policies and Procedures and the Management Agreement.
Prepare detailed checklists and other tools to ensure proper recording of financial transactions in accordance with all policies and procedures.
Assist in the preparation of the annual budget with members of property management. Review the budget prepared by the property manager.
Assist in the preparation of the annual expenses recovery reconciliation schedules. Review the calculations prepared by the property manager and provide comments to ensure accuracy.
Review and approve new vendors as well as changes to existing vendors. Activate new vendors in the accounting systems.
Review and post tenant adjustments.
Review and approve bank reconciliations.
Approve invoices in applicable payables systems.
Maintain mortgage, property tax and sales tax tracking schedules to ensure all taxes are paid.
Assist in the management of new project takeovers, coordinating the transition with accountants, clients, property management and Treasury.
Provide guidance and training in the utilization of assigned real estate accounting software (MRI, Yardi, P2P, ClickPay, Client Accounting Systems, etc) as required.
Provide oversight in maintaining, reviewing, and filing of all required accounting documentation into Prop360. Train staff on the Prop360 accounting filing requirements as required.
Communicate effectively with supervisor, colleagues, clients, internal and external auditors, tax preparers and team members as required.
Perform or assume additional client accounting duties as assigned.
POSITION REQUIREMENTS
A bachelor's degree with emphasis in accounting or finance. A CPA is preferred.
A minimum of 7+ years of recent fee-based property management accounting experience preferred.
A minimum of 2+ years of recent accounting department management experience.
Advanced knowledge of financial reports and principles including knowledge of current accounting methods (cash and basic accruals), fixed asset accounting (depreciation and amortization schedules), SL rent schedules, annual expenses recoveries and budgets. Ability to apply generally accepted accounting principles (GAAP).
Advanced knowledge of the budget reporting requirements of each Owner and participate/assist in the preparation of the annual budget with members of property management.
Advanced knowledge of the escalation and operating expense budgeting and reconciliation process, including the calculation of "gross-ups", and participate/assist in the preparation of the actual reconciliation schedules.
Advanced knowledge of Transwestern internal controls and ability to supervise, review and train as needed.
Applicable experience in real estate accounting software packages, preferably with MRI and/or Yardi.
Advanced proficiency with Microsoft Word, Excel, TEAMS, Outlook, OneNote and Adobe.
Demonstrate strong analytical capabilities with a high attention to detail.
Ability to handle multiple projects, changing priorities and demanding, time-sensitive, work load(s).
Ability to provide general direction/be self-managed/work independently.
Ability to provide efficient, timely, reliable and courteous service to internal and external customers.
Ability to keep information and internal communications confidential.
People focused manager. Collaborator with colleagues, teams and other departments.
Exhibit excellent verbal and written communication skills.
Must be able to remain in a stationary position 50% or more of the time/constantly operate a computer and other office productivity machinery (ex. a calculator, copy machine, computer printer) or, by request, be provided reasonable accommodations to perform the essential functions of the position.
Must be able to work in the Houston Accounting Office. (Hybrid)
Travel may be required.
WORK SHIFT:
LOCATION:
Houston, TXABOUT US
Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone.
Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration.
Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references.
We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.