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Client Accounting Jobs (NOW HIRING)

Client Accounting Services (CAS) Manager / Accounting Services Manager Salary: $80,000-100,000 Why This Opportunity Stands Out: โ€ข Step into a leadership role with the ability to shape and grow a ...

Client Accounting Services (CAS) Manager / Accounting Services Manager Salary: $80,000 Why This Opportunity Stands Out: โ€ข Step into a leadership role with the ability to shape and grow a developing ...

Overview The Client Accounting Specialist (CAS) is an aircraft owner- and crew-facing role responsible for accurate, timely review and processing of aircraft-related financial transactions. This role ...

Client Accounting Specialist

Grand Rapids, MI ยท On-site

$20.50 - $27.50/hr

Wellness resources Client Accounting Specialist At , we believe a career in public accounting should be more than just busy seasons and billable hours. We are one of West Michigan's longest-standing ...

Client Accounting Specialist

Seattle, WA ยท Hybrid

$24.25 - $32.75/hr

The Client Accounting Specialist will work closely with the finance management team and integrate best practices while delivering best in class service internally to our partners and externally to ...

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Client Accounting information

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$44K

$95.7K

$138K

How much do client accounting jobs pay per year?

As of Jul 15, 2026, the average yearly pay for client accounting in the United States is $95,659.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,000.00 and $112,000.00 per year, depending on experience, location, and employer.

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.

More about Client Accounting jobs
What cities are hiring for Client Accounting jobs? Cities with the most Client Accounting job openings:
What are the most commonly searched types of Client Accounting jobs? The most popular types of Client Accounting jobs are:
What states have the most Client Accounting jobs? States with the most job openings for Client Accounting jobs include:
Client Accounting Supervisor

Client Accounting Supervisor

Ronald Blue Trust

Chandler, AZ โ€ข On-site

Full-time

Re-posted 2 days ago


Job description

Job Type
Full-time
Description
About Blue Trust
For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life, helping them steward what has been entrusted to them with clarity, confidence, and purpose. As a national wealth management company with over $62 billion in assets under advisement, Blue Trust serves more than 11,000 clients across the country. (as of 12/31/2025 and subject to change)
Role Overview
The Client Accounting Supervisor is primarily responsible for direct leadership of the Client Accounting Specialists including organizing, assisting with, and overseeing their training and development activities. This role also oversees and coordinates various aspects of the client cash flow management function to ensure the process is handled in a timely, efficient, and accurate manner.
Principal Accountabilities
1. Team Leadership
  • Responsible for the oversight and day-to-day management of the client cash flow management team and function, ensuring all aspects of the process are handled in a timely, efficient, and error-free manner, in accordance with Branch policies and procedures.
  • Manages the team and individual performance and supports/facilitates technical and skills growth and development.
  • Acts as the lead on support and service issues, strategy, and approach.
  • Sets clear objectives, evaluates progress, and instills a high-performance culture with focus on teamwork, service excellence, and ownership for resolving customer issues.
  • Sets up, manages, and improves standards and procedures within the team.
  • Encourages open communication between team members, suggesting and driving forward ideas about how the team can work more effectively together.
  • Reviews daily priorities and takes appropriate action to ensure results are achieved.
  • Leads team in a manner that is consistent with Company's Management Language, leadership principles, and core values.

2. Operations Management
  • Determines and discerns level of urgency for certain priority activities for clients and team members to resolve payment issues in a timely manner (mail delays, shipping requirements, etc.).
  • Works as liaison with bank representatives, clients, and advisors to solve client and process issues, finding solutions to meet client's needs within the Company's compliance structure.
  • Processes new custody accounts, manages bank contacts, and coordinates custody account set up process with internal compliance, client, and external banking representatives.
  • Assist with maintenance, diagnostics and research for Cash Flow Management software.

3. Team Membership
  • In addition to Client Accounting Specialist oversight, this role is actively involved in handling various aspects of the client cash flow management function, including:
  • Ensures Client Accounting Specialists are well-equipped to perform their responsibilities in a competent, accurate manner through initial and on-going training activities, procedure refinement, etc.
  • Provides second level approval of bill-pay transactions (including check payments, online banking, transfers, deposits). This includes verifying accuracy of coding, amount, all client data, etc.
  • Processes and reviews confidential client financial information and performs bookkeeping, record keeping, managing of custody accounts, and bill paying services for individual and small business clients.
  • Processes and facilitates the opening and closing of custody accounts and coordinates custody account set up and reporting with internal compliance, client, and external banking representatives.
  • Assists with concierge client services requiring research and project coordination as well as one-off projects as needed.
  • Assists with client service needs.
  • Files expense reports and makes travel arrangements for manager.

4. Approaches work, interactions, and relationships in a manner consistent with the Company's Core Values.
5. Maintains the highest Compliance standards by adhering to the Company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the Company.
Requirements
  • Desire to serve clients and co-workers with excellence
  • High level of proficiency in Quicken and QuickBooks or other similar software
  • Aptitude and passion for learning new things quickly with a strong work ethic
  • Proven research, correspondence, and problem-solving skills
  • Proactive planning and responsiveness to urgent needs
  • Ability to make independent judgments and see the "big picture" surrounding responsibilities and tasks
  • Capability to excel in a team environment
  • Strong communication skills, both verbal and written
  • Strong organization skills and systems acumen
  • Strong business mathematical skills and keen attention to detail
  • Personal integrity and ability to discreetly handle confidential data
  • Adept at prioritization with ability to complete multiple time-sensitive tasks
  • Excellent computer skills with strong proficiency in Microsoft Excel and Word
  • Ability to work in a fast-paced environment that requires flexibility and responsiveness

Education, Experience & Skills
  • Minimum of five to seven (5-7) years' prior experience in administrative support, customer service, or accounting is required.
  • Bachelor's degree in Management, Business, Finance, Accounting, or a related field is strongly preferred.
  • Prior experience in a support role in a financial, investment, banking or accounting company is strongly preferred.

Why Join Blue Trust?
At Blue Trust, you'll join a team of inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If you're ready to take on a challenging, rewarding role in a company that values excellence and eternal impact, we'd love to hear from you!