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 ...
Senior Client Accounting Services (CAS) Associate
Dallas, TX · Hybrid
$75K - $95K/yr
Senior Client Accounting Services (CAS) Associate Position Overview * Company: Established Regional CPA Firm * Location: Dallas Metroplex (Hybrid) * Salary: $75,000 - $95,000 * Experience: Senior ...
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Senior Client Accounting Services (CAS) Associate
Dallas, TX · Hybrid
$75K - $95K/yr
Senior Client Accounting Services (CAS) Associate Position Overview * Company: Established Regional CPA Firm * Location: Dallas Metroplex (Hybrid) * Salary: $75,000 - $95,000 * Experience: Senior ...
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 ...
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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 Accountant
Houston, TX · On-site
$58K - $76K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accountant
Houston, TX · On-site
$58K - $76K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Accounting Manager
Dallas, TX · On-site
Oversee client accounting activities, including bookkeeping, reporting, review procedures, technology utilization, and value-added service recommendations * Manage, coach, and develop accounting team ...
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Accounting Manager
Dallas, TX · On-site
Oversee client accounting activities, including bookkeeping, reporting, review procedures, technology utilization, and value-added service recommendations * Manage, coach, and develop accounting team ...
Client Accountant
Houston, TX · On-site
$58K - $76K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accountant
Houston, TX · On-site
$58K - $76K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accountant
Houston, TX · On-site
$58K - $76K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accountant
Houston, TX · On-site
$58K - $76K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accountant
Houston, TX · On-site
$58K - $76K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accountant
Houston, TX · On-site
$58K - $76K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
In-office A Day in the Life A typical day in the life as a Client Accounting Services Senior 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 Senior 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 Senior 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 Senior Associate in Abilene, TX might include the following: * Works on a team to provide accounting services for ...
Client Accountant
Dallas, TX · On-site
$60K - $79K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accountant
Dallas, TX · On-site
$60K - $79K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accountant
Houston, TX · On-site
$58K - $76K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accountant
Houston, TX · On-site
$58K - $76K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
In-office A Day in the Life A typical day in the life as a Client Accounting Services Senior 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 Senior 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 Senior 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 Senior Associate in Abilene, TX might include the following: * Works on a team to provide accounting services for ...
Senior Manager, Client Accounting Services (CAS)
$115K - $130K/yr
The Accounting Services Senior Manager, also known as a Client Advisory Services (CAS) Senior Manager or Outsourced Controller, leads complex client accounting engagements while providing strategic ...
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Senior Manager, Client Accounting Services (CAS)
$115K - $130K/yr
The Accounting Services Senior Manager, also known as a Client Advisory Services (CAS) Senior Manager or Outsourced Controller, leads complex client accounting engagements while providing strategic ...
Senior Client Accountant
$70K - $88K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Senior Client Accountant
$70K - $88K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accounting Services Senior
Austin, TX · On-site +1
$78K - $95K/yr
Education Bachelor's Degree in Accounting or related discipline Experience A minimum of 3 years of accounting experience, ideally in a client-focused environment in public accounting, or a ...
Client Accounting Services Senior
Austin, TX · On-site +1
$78K - $95K/yr
Education Bachelor's Degree in Accounting or related discipline Experience A minimum of 3 years of accounting experience, ideally in a client-focused environment in public accounting, or a ...
Senior Client Accountant
Houston, TX · On-site
$70K - $88K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Senior Client Accountant
Houston, TX · On-site
$70K - $88K/yr
Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash balances. * Review and approve all large accounts payable disbursement items (e.g., Weekly A/P ...
Client Accounting Services Senior
Austin, TX · On-site
$78K - $95K/yr
Education Bachelor's Degree in Accounting or related discipline Experience A minimum of 3 years of accounting experience, ideally in a client-focused environment in public accounting, or a ...
Client Accounting Services Senior
Austin, TX · On-site
$78K - $95K/yr
Education Bachelor's Degree in Accounting or related discipline Experience A minimum of 3 years of accounting experience, ideally in a client-focused environment in public accounting, or a ...
Staff Accountant - Client Accounting Services
Austin, TX · On-site
$65K - $80K/yr
Our Client Accounting Services (CAS) Department continues to grow in headcount and in volume of work, and we are looking for a Staff Accountant to help us continue serving our clients. Position ...
Staff Accountant - Client Accounting Services
Austin, TX · On-site
$65K - $80K/yr
Our Client Accounting Services (CAS) Department continues to grow in headcount and in volume of work, and we are looking for a Staff Accountant to help us continue serving our clients. Position ...
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
Posted 28 days ago
Baker Tilly rating
8.7
Based on 32 frontline employees who took The Breakroom Quiz
5th of 17 rated bookkeepers and accountants
Job description
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
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 a Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve as an Accounting Manager for multiple clients across the country, working with a team of professionals.
This position is responsible for providing our client companies best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the Manager acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly.
- Oversee and provide exceptional service to clients including accounting and advisory services
- Manage production of monthly, quarterly, and financial reports and benchmarking
- Provide recommendations for business and process improvements
- Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions
- Coach, train, and mentor staff on client service, tax, and accounting matters
- Oversight and management of current client engagement team
- Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows
Qualifications
- Bachelor's Degree required
- CPA and/or MBA preferred
- Public Accounting experience a plus
- 5 years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred
- Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
- Excellent understanding of Generally Accepted Accounting Principles (GAAP)
- Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
- Experience in Sage Intaact, NetSuite, or QuickBooks On-line (QBO) is required
What Baker Tilly employees say
Pay
Benefits
Hours and flexibility
Workplace
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About Baker Tilly
Sourced by ZipRecruiter
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Chicago, IL, US
Year founded
1994