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Client Accounting Services Manager

Pittsburgh, PA · Hybrid

$80K - $100K/yr

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

Bartlett, Pringle & Wolf, LLP

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Client Accounting Services Specialist

Santa Barbara, CA · On-site

$85K - $110K/yr

Key Responsibilities Client Management & Accounting · Manage and oversee accounting services for a portfolio of clients · Maintain and review general ledger activity to ensure accuracy and ...

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How much do manager client accounting services jobs pay per year?

As of Jul 23, 2026, the average yearly pay for manager client accounting services 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 are Manager Client Accounting Services?

A Manager of Client Accounting Services oversees a team that provides outsourced accounting, bookkeeping, and financial management solutions to clients, typically small and mid-sized businesses. They are responsible for ensuring accurate financial reporting, managing client relationships, and supervising day-to-day accounting operations. This role often involves advising clients on financial best practices, implementing new technologies, and ensuring compliance with relevant regulations. The manager acts as the main point of contact between the client and the accounting firm, aiming to deliver high-quality, efficient services.

What are the key skills and qualifications needed to thrive as a Manager Client Accounting Services, and why are they important?

To thrive as a Manager Client Accounting Services, you need a solid background in accounting principles, financial reporting, and typically a CPA or equivalent certification. Familiarity with accounting software like QuickBooks, ERP systems, and advanced Excel skills is commonly required. Strong leadership, client relationship management, and effective communication skills set outstanding candidates apart. These abilities ensure accurate financial management, foster client trust, and drive successful team and project outcomes.

What is the difference between Manager Client Accounting Services vs Bookkeeper?

AspectManager Client Accounting ServicesBookkeeper
CredentialsAccounting degree, CPA or similar certifications often preferredHigh school diploma or associate degree, no certification required
Work EnvironmentSupervises accounting teams, interacts with clients, manages financial reportingPerforms data entry, reconciliations, and basic bookkeeping tasks
Employer & Industry UsageAccounting firms, corporate finance departments, CPA firmsSmall businesses, accounting firms, freelance bookkeeping
Common Search & ComparisonManager Client Accounting Services vs Bookkeeper

The main difference is that Manager Client Accounting Services typically oversees accounting teams, manages client relationships, and handles complex financial reporting, often requiring certifications. Bookkeepers focus on recording financial transactions and maintaining accurate ledgers, usually with less formal education. Both roles are essential in financial management but differ in scope, responsibilities, and required credentials.

How does a Manager of Client Accounting Services typically collaborate with clients and internal teams to ensure accurate financial reporting?

As a Manager of Client Accounting Services, you will frequently communicate with both clients and internal accounting staff to gather information, clarify financial data, and resolve discrepancies. You are responsible for overseeing the preparation and review of financial statements, ensuring compliance with relevant regulations, and addressing client inquiries promptly. Regular meetings and status updates with clients help build trust and ensure their expectations are met, while close collaboration with your team fosters a culture of accuracy and continuous improvement. Balancing multiple client accounts and managing deadlines are common challenges that require strong organizational and interpersonal skills.
What cities are hiring for Manager Client Accounting Services jobs? Cities with the most Manager Client Accounting Services job openings:
What are the most commonly searched types of Client Accounting Services jobs? The most popular types of Client Accounting Services jobs are:
What states have the most Manager Client Accounting Services jobs? States with the most job openings for Manager Client Accounting Services jobs include:
Manager Client Accounting Services jobs near you
Manager, Client Accounting Services Onboarding

Manager, Client Accounting Services Onboarding

Aprio

Dedham, MA

Full-time

Medical, Dental, Vision, Retirement

Posted 20 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

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.

The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle - setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one.

This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations.

Position Responsibilities:
Client Onboarding & Project Leadership
  • Lead each new client engagement from kickoff call through transition to the recurring CAS team
  • Serve as the single point of contact for all onboarding-related questions, issues, and communications
  • Build and manage project plans with clear scope, milestones, timelines, and budget parameters
  • Proactively identify risks and resolve issues before they impact the client experience
  • Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership.
  • Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement
Accounting Systems & Technology Implementation
  • Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client's specific needs
  • Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav). 
  • Design scalable chart of accounts, reporting structures, and month-end close processes
  • Train clients and internal team members on new systems and workflows
Accounting & Financial Reporting
  • Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
  • Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
  • Establish month-end close checklists and standard operating procedures for the ongoing service team
Internal Collaboration & Process Improvement
  • Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
  • Document client-specific procedures and system configurations for the ongoing team
  • Identify and champion process improvements that increase onboarding efficiency and client satisfaction
  • Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping
Qualifications:
  • Bachelor's degree in Accounting, Finance, or related field
  • 5-8 years of accounting or finance experience, including time in a client-facing or multi-client environment
  • Demonstrated experience leading accounting system implementations or client migrations
  • Strong working knowledge of GAAP and ability to prepare or review financial statements
  • Proficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plus
  • Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines
  • Outstanding communication and relationship management skills - comfortable presenting to C-suite stakeholders
Preferred Qualifications:
  • CPA license or active candidate
  • Public accounting or professional services firm background
  • Experience in a managed services or outsourced accounting model
  • Familiarity with workflow and practice management tools (e.g., Wrike, Karbon)
  • Experience with third-party integrations: Bill.com, Ramp, Jirav, Fathom
Core Competencies:
  • Client Focus - Delivers an exceptional first impression that sets the tone for the long-term client relationship
  • Project Ownership - Takes end-to-end accountability for onboarding outcomes without needing close oversight
  • Tech Savviness - Quickly learns new platforms and connects the right tools to the client's business model
  • Organized & Detail-Oriented - Tracks dozens of moving parts across simultaneous engagements with precision
  • Collaborative - Works effectively across internal teams, escalating appropriately and sharing knowledge freely
  • Adaptable - Comfortable in a fast-growing, evolving practice where processes are still being built 
$100,000 - $160,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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