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Manager In Client Accounting Services Jobs in Indiana

Tax Manager

Indianapolis, IN · On-site

$106K - $139K/yr

Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client ... Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the ...

Tax Manager

Indianapolis, IN · Hybrid

$106K - $139K/yr

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the ... Ability to manage all aspects of client engagements * Demonstrated ability to communicate verbally ...

Tax Manager

Indianapolis, IN · Hybrid

$106K - $139K/yr

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the ... Ability to manage all aspects of client engagements * Demonstrated ability to communicate verbally ...

Accounting Associate

Indianapolis, IN · Hybrid

$60K - $70K/yr

Indianapolis, IN (Northside) Work Schedule: 40 hours/week onsite (option for 1 day remote after ... What You'll Be Doing You'll manage a portfolio of 4-10 client accounts , handling full-cycle ...

Accounting Associate

Indianapolis, IN · Hybrid

$60K - $70K/yr

Indianapolis, IN (Northside) Work Schedule: 40 hours/week onsite (option for 1 day remote after ... What You'll Be Doing You'll manage a portfolio of 4-10 client accounts , handling full-cycle ...

We specialize in high-end accounting services for clients across Indiana and beyond. Our diverse ... Manage general ledger activity * Handle month-end and year-end processes * Do budgeting and ...

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Manager In Client Accounting Services information

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

Consultant | Client Accounting Services

Myers and Stauffer

Indianapolis, IN • Hybrid

Other

Posted 10 days ago


Job description

#LI-AE1 #LI-Hybrid

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications 

  • High School diploma or GED required; Bachelor's degree preferred
  • 3 years of experience in related field
  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses Must be able to work in a team environment
  • Presentation skills mandatory
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
  • Must be able to travel based on client and business needs

We are seeking a detail-oriented and motivated Entry-Level Client Accounting professional to join our growing Client Accounting Services (CAS) team. This role provides hands-on experience supporting clients across a variety of industries by assisting with day-to-day accounting operations, financial reporting, and process improvement initiatives. This is an excellent opportunity for recent graduates looking to build a strong foundation in public accounting and outsourced finance.

Essential Functions and Primary Duties

  • Assist with maintaining client general ledgers, including journal entries and account reconciliations
  • Support monthly, quarterly, and year-end financial close processes
  • Prepare bank, credit card, and balance sheet reconciliations
  • Assist in preparing financial statements and management reports for clients
  • Process accounts payable and accounts receivable transactions
  • Support payroll processing and related journal entries (as applicable)
  • Maintain organized financial records and documentation in accordance with firm standards
  • Collaborate with team members to identify process improvements and efficiencies
  • Communicate with internal teams and, as appropriate, clients to gather information and resolve discrepancies
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor's degree in Accounting or Finance
  • 1-3 years of experience in public accounting or bookkeeping
  • Basic understanding of accounting principles and financial statements
  • Proficiency in Microsoft Excel; familiarity with accounting software (e.g., QuickBooks, NetSuite) is a plus
  • Ability to manage multiple tasks and deadlines in a fast-paced environment
  • Positive attitude, eagerness to learn, and strong work ethic
  • Progress toward CPA certification (or intention to pursue)
  • Exposure to cloud-based accounting systems and automation tools

We are seeking a detail-oriented and motivated Entry-Level Client Accounting professional to join our growing Client Accounting Services (CAS) team. This role provides hands-on experience supporting clients across a variety of industries by assisting with day-to-day accounting operations, financial reporting, and process improvement initiatives. This is an excellent opportunity for recent graduates looking to build a strong foundation in public accounting and outsourced finance.

Essential Functions and Primary Duties

  • Assist with maintaining client general ledgers, including journal entries and account reconciliations
  • Support monthly, quarterly, and year-end financial close processes
  • Prepare bank, credit card, and balance sheet reconciliations
  • Assist in preparing financial statements and management reports for clients
  • Process accounts payable and accounts receivable transactions
  • Support payroll processing and related journal entries (as applicable)
  • Maintain organized financial records and documentation in accordance with firm standards
  • Collaborate with team members to identify process improvements and efficiencies
  • Communicate with internal teams and, as appropriate, clients to gather information and resolve discrepancies
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor's degree in Accounting or Finance
  • 1-3 years of experience in public accounting or bookkeeping
  • Basic understanding of accounting principles and financial statements
  • Proficiency in Microsoft Excel; familiarity with accounting software (e.g., QuickBooks, NetSuite) is a plus
  • Ability to manage multiple tasks and deadlines in a fast-paced environment
  • Positive attitude, eagerness to learn, and strong work ethic
  • Progress toward CPA certification (or intention to pursue)
  • Exposure to cloud-based accounting systems and automation tools