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Manager In Client Accounting Services Jobs in Florida

Patrick & Raines CPAs

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Accounting Senior

Jacksonville, FL · On-site

... can participate in a health care plan partially funded by the firm, and 401k plan after a ... our Client Accounting & Advisory Services (CAAS) senior to be someone who can coordinate & manage ...

Patrick & Raines CPAs

Be Seen First

Accounting Senior

Jacksonville, FL · On-site

... can participate in a health care plan partially funded by the firm, and 401k plan after a ... our Client Accounting & Advisory Services (CAAS) senior to be someone who can coordinate & manage ...

Aprio

Senior Accounting Manager

Fort Lauderdale, FL · On-site +1

$115K - $160K/yr

Join Aprio's Technology Client Accounting Services team and you will help clients maximize their ... Identifying gaps in financial policies and improving policies and procedures tailored to the client ...

Accounting Fly

Remote Accounting Manager

Orlando, FL · Remote

$75K - $95K/yr

Deliver client work accurately and on time, with exceptional service standards. * Review complex ... Strong technical proficiency in tax and accounting for individuals and small businesses. * Skilled ...

RIZZETTA & COMPANY INC

Staff Accountant

Riverview, FL · On-site

$50K - $58K/yr

... in the delivery of accounting services to our clients. They are responsible for full charge ... Managers and the clients. Essential Functions * Responsible for full-charge client accounting and ...

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Manager In Client Accounting Services information

What is a manager in client accounting services?

A Manager in Client Accounting Services is a professional who oversees accounting operations for clients, often within an accounting firm or financial services company. They manage a team responsible for tasks such as bookkeeping, financial reporting, payroll, and compliance. Their role includes ensuring accuracy and timeliness of financial information, consulting clients on best practices, and maintaining strong client relationships. These managers also coordinate with other departments to deliver comprehensive financial solutions tailored to each client's needs.

How does a manager in client accounting services typically collaborate with clients and internal teams?

A Manager in Client Accounting Services serves as a key liaison between clients and the firm’s accounting staff. They regularly communicate with clients to understand their business needs, address concerns, and deliver tailored financial solutions. Internally, they coordinate with accountants, bookkeepers, and tax specialists to ensure accurate and timely completion of client deliverables. Strong interpersonal and project management skills are essential, as the role often involves balancing multiple client accounts and mentoring junior team members.

What are the key skills and qualifications needed to thrive as a manager in client accounting services, and why are they important?

To thrive as a Manager in Client Accounting Services, you need strong accounting expertise, solid analytical skills, and typically a CPA or equivalent qualification. Familiarity with accounting software such as QuickBooks, Xero, or ERP systems, as well as experience in financial reporting and compliance, is essential. Excellent leadership, client relationship management, and communication skills help you lead teams and build client trust. These abilities are critical for delivering accurate financial services, meeting client expectations, and ensuring regulatory compliance.

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

AspectManager In Client Accounting ServicesBookkeeper
CredentialsTypically requires a CPA, accounting degree, or relevant certificationsOften requires basic bookkeeping certifications or high school diploma
Work EnvironmentManages client accounts, supervises staff, and interacts with clients in an accounting firm or departmentPerforms day-to-day transaction recording, often in an office or remotely
ResponsibilitiesOversees financial statements, reconciliations, and client reportingRecords transactions, maintains ledgers, and processes invoices

The Manager In Client Accounting Services typically holds advanced credentials and oversees complex accounting functions, while a Bookkeeper handles routine transaction recording. The manager role involves supervision and client interaction, whereas bookkeeping is more focused on data entry and record maintenance.

What are popular job titles related to Manager In Client Accounting Services jobs in Florida?

For Manager In Client Accounting Services jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Manager In Client Accounting Services jobs in Florida look for?

The top searched job categories for Manager In Client Accounting Services jobs in Florida are:

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Cities in Florida with the most Manager In Client Accounting Services job openings:

Manager In Client Accounting Services jobs near you

Exchange Traded Funds - Senior Specialist, Fund/Client Accounting

BNY

Lake Mary, FL

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

Exchange Traded Funds - Senior Specialist, Fund/Client Accounting

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

The Exchange Traded Funds industry is one of the fastest growing and most dynamic segments of the financial sector, offering a wide range of career opportunities and exposure to a rapidly expanding market. Growth rates are exceeding those of mutual funds, resulting in increased jobs, product innovation, and demand for skilled professionals. BNY invites qualified individuals to join our team as we support significant market growth and expansion.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role Exchange Traded Funds - Senior Specialist, Fund/Client Accounting, to join our Fund and IS Client Ops team. This role is located in Lake Mary, FL.

In this role, you'll make an impact in the following ways:

  • Conduct accounting services for assigned clients and moderately complex funds, including determining net asset values (NAVs), calculating fund performance, allocating expenses, and preparing reports.
  • Perform complex fund/client accounting responsibilities by driving service improvement plans, targeting efficiencies, enhancing processes, and conducting specialist review functions; provide input into methodologies and check the work of junior team members.
  • Provide guidance and review work related to cash and asset reconciliations for complex accounts or transactions; resolve reconciliations for atypical transactions and review the work of junior team members.
  • Draft client reports on the performance of complex funds, review draft reports completed by junior staff, and regularly interact with clients to answer questions and resolve issues regarding fund reports and accounting processes; assist in evaluating GAAP and/or IFRS rules to determine the impact of new regulations on BNY Mellon fund accounting practices.

To be successful in this role, we're seeking the following:

  • Bachelor's degree in accounting or an equivalent combination of education and experience.
  • 5-7 years of total work experience preferred.
  • Big 4 accounting firm experience preferred.
  • Experience with GAAP and/or IFRS, fund accounting processes, reconciliations, client reporting, and process improvement.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here's a few of our recent awards:

  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 Here's a few of our recent awards:

  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

    Our Benefits and Rewards:

    BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

    BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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