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Manager In Client Accounting Services Jobs in Indiana

CBIZ, Inc.

Tax Manager | Real Estate

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 ...

Myers and Stauffer

Tax Manager | Real Estate

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 ...

CBIZ

Tax Manager | Real Estate

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 ...

Bookkeeping Plus

Accountant

Greenfield, IN · On-site

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 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.

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Manager In Client Accounting Services jobs near you

Client Accounting Services (CAS) Manager | Independent Boutique Firm

Levelociti

Indianapolis, IN • Hybrid

$85K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 26 days ago

Job description

CAS Manager | Independent Boutique CPA Firm | Indianapolis, IN

Location: Hybrid — Indianapolis, IN area

Compensation: Up to $125,000 base + benefits

Requirements: 5+ years CAS or outsourced accounting experience | CPA preferred


We are an independently owned, full-service CPA and business advisory firm headquartered in Indianapolis — boutique in size, built with the capabilities of a firm twice our headcount. Founded with an entrepreneurial mindset and grown deliberately, we have stayed independent because it works. For our clients, for our culture, and for the people who build their careers here.


We have been recognized as one of the best places to work in Indiana — not once, but seven consecutive years running. That kind of recognition does not happen by accident. It happens when a firm actually invests in its people and builds something worth staying for.


We are hiring a CAS Manager to lead and grow our client accounting services practice — a core and expanding part of what we do.


Why This Role Stands Out

  • Real breadth of services — we are a full-service firm with capabilities spanning tax, audit, CAS, business valuation, M&A consulting, and succession planning. You are not walking into a one-dimensional shop
  • Sophisticated middle market clients — manufacturing, construction, professional services, transportation, and nonprofits across Indiana and nationally. The work is varied and genuinely interesting
  • Boutique feel, serious infrastructure — small enough that your contributions are visible, large enough to have the resources and client base to keep you challenged and growing
  • Entrepreneurial culture — leadership that is accessible, decisions that get made locally, and a genuine investment in the people around them
  • Flexibility built in — not just written into a policy. The firm understands that people have lives and operates accordingly
  • Independently owned — no PE — the culture and client relationships here are intact because leadership has protected them intentionally


What We Are Looking For

  • 5+ years of CAS, outsourced accounting, or client advisory services experience in a public accounting environment
  • CPA preferred
  • Strong foundation in financial reporting, general ledger management, payroll, and cash management
  • QuickBooks proficiency — Online and Desktop preferred
  • Experience managing client relationships and leading engagements independently
  • Comfortable supervising and developing staff
  • Self-directed, detail-oriented, and collaborative by nature
  • Middle market or industry experience a plus


What We Offer

  • Base salary up to $125,000, commensurate with experience
  • Medical, dental, and vision — majority employer-paid, approximately $50/month for individual coverage
  • 401(k) — 3% Safe Harbor + 50% match on the next 2%
  • Life and disability insurance
  • A firm that has been recognized as a best place to work — seven years in a row — and earns it


Please apply today or email your resume directly to keith.shuler@levelociti.com | To view our other job postings: levelociti.com/job-search


CAS Senior Managers exploring a step up are also encouraged to apply.

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