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Manager In Client Accounting Services Jobs in Hawaii

allianthcm

Account Executive (NW)

Honolulu, HI · On-site

Manage the renewal process for expiring policies; Reviews client accounting history, responds to ... are serviced by this role, especially those products represented through agency Proficient in ...

Hawaii Accounting

Tax Manager - Hilo

Honolulu, HI · On-site

$85K - $115K/yr

Our team of accounting and tax professionals work together on multiple clients in various ... other company services to clients that would help them in their business. * Review of client ...

Hawaii Accounting

Tax Manager - Maui

Honolulu, HI · On-site

$85K - $115K/yr

Our team of accounting and tax professionals work together on multiple clients in various ... other company services to clients that would help them in their business. * Review of client ...

Hawaii Accounting

Tax Manager

Honolulu, HI · On-site

$85K - $115K/yr

Our team of accounting and tax professionals work together on multiple clients in various ... Client Service * Deliver best-in-class customer service to clients and employees at all times, with ...

Hawaii Accounting

Director of Tax Services

Honolulu, HI · On-site

$125K - $175K/yr

Our team of accounting and tax professionals work together on multiple clients in various ... managing client expectations. * Actively develops new business and oversees/develops staff in ...

Helping Hands Hale LLC

$25 - $45/hr

Collaborate with the accounting team to ensure client satisfaction * Participate in training programs to enhance customer service skills * Provide feedback to management on customer service trends

Hawaii Accounting

Tax Senior - Maui

Honolulu, HI · On-site

$60K - $85K/yr

The Tax Senior is primarily responsible for managing the client service experience and deliverables ... Bachelor's degree in accounting or business administration, or equivalent business experience.

Hawaii Accounting

Tax Senior - Hilo

Honolulu, HI · On-site

$60K - $85K/yr

The Tax Senior is primarily responsible for managing the client service experience and deliverables ... Bachelor's degree in accounting or business administration, or equivalent business experience.

Hawaii Accounting

Tax Senior (Hawaii)

Honolulu, HI · On-site

$60K - $85K/yr

The Tax Senior is primarily responsible for managing the client service experience and deliverables ... Bachelor's degree in accounting or business administration, or equivalent business experience.

SingerLewak

Tax Manager

Honolulu, HI

$144K - $154K/yr

The firm takes pride in client service and professional and personal advancement, as demonstrated ... Bachelor's degree in accounting required, Master's degree in taxation preferred. * A current and ...

SingerLewak

Tax Manager

Honolulu, HI · On-site +1

$144K - $154K/yr

The firm takes pride in client service and professional and personal advancement, as demonstrated ... Bachelor's degree in accounting required, Master's degree in taxation preferred. * A current 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.

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.

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 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 Hawaii? For Manager In Client Accounting Services jobs in Hawaii, the most frequently searched job titles are:
What job categories do people searching Manager In Client Accounting Services jobs in Hawaii look for? The top searched job categories for Manager In Client Accounting Services jobs in Hawaii are:
What cities in Hawaii are hiring for Manager In Client Accounting Services jobs? Cities in Hawaii with the most Manager In Client Accounting Services job openings:
Manager In Client Accounting Services jobs near you

Account Executive (NW)

allianthcm

Honolulu, HI • On-site

Full-time

Posted 16 days ago

Job description


SUMMARY 


Acts as an agent of broker-assigned accounts, including providing overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. 


ESSENTIAL DUTIES AND RESPONSIBILITIES  


Creates marketing submissions and works with various carriers to obtain quotes as required;


Negotiates prices, commissions, and/or coverages with carriers;


Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);


Manage the renewal process for expiring policies;


Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;


Prepares presentations, proposals, summaries, or schedules of coverage for client;


Participates in client meetings to review coverage on a regular basis;


Researches request for information from Underwriters;


Composes correspondence to insureds and/or Underwriters;


Discusses and assists in setting renewal and/or new business marketing strategy with Producer


Binds insurance coverage and prepares binders;


Prepares certificate templates;


Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;


Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;


Serves as technical expert, assisting with procedural guidance and resolving complex issues;


Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;


Participates in the claims process as necessary;


Notifies Brokers and Producers of pertinent information related to client retention;


Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;


Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);


Other duties as assigned.


QUALIFICATIONS 
EDUCATION / EXPERIENCE 


Bachelor's Degree equivalent combination of education and experience


Six (6) or more years related work experience


Must continue to meet Continuing Education requirements for license renewal


Valid Insurance License


SKILLS


Excellent verbal and written communication skills


Excellent customer service skills, including telephone and listening skills


Excellent organizational and effective time management skills


Advanced planning and prioritization skills


Strong attention to detail


Strong problem solving and leadership skills


Strong analytical skills


Ability to work within a team and to foster teamwork


Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts


Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency

Proficient in Microsoft Office Suite


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