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Manager In Client Accounting Services Jobs in Indiana

CBIZ, Inc.

Tax Manager

Indianapolis, IN · On-site

$106.10K - $139.10K/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 ...

CBIZ

Tax Manager

Indianapolis, IN · Hybrid

$106.10K - $139.10K/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 ...

Myers and Stauffer

Tax Manager

Indianapolis, IN · Hybrid

$106.10K - $139.10K/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 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 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 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:
Manager In Client Accounting Services jobs near you
Senior Manager | Client Accounting Services

Senior Manager | Client Accounting Services

CBIZ

Indianapolis, IN • Hybrid

Other

Posted 20 days ago

CBIZ rating

7.9

Company rating: 7.9 out of 10

Based on 48 frontline employees who took The Breakroom Quiz

11th of 17 rated bookkeepers and accountants

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 

  • Bachelor's degree required

  • 8 years of experience in public accounting or related field

  • 5 years supervisory

  • Ability to manage all aspects of client engagements

  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

  • Proficient use of applicable technology

  • Availability to travel based on business needs

Essential Functions and Primary Duties

  • Provide fractional CFO and accounting support to small and mid-sized clients. 
  • Partner with business owners to strengthen their financial operations by evaluating processes, providing valuable financial and business insights, and utilizing automation tools to streamline accounting processes. 
  • Assess internal controls, including fraud prevention, and establish best accounting practices. 
  • Leverage new technologies to support budgeting, rolling cash flow forecasts, and long-term financial modeling. 
  • Perform key financial and advisory activities, including: 
    • KPI development and performance monitoring 
    • Breakeven, contribution margin, and profitability analysis 
    • Financial forecasting, cash flow projections, and business planning 
    • Pricing strategy and GAAP evaluations 
    • FP&A support for privately held companies 
  • Support client growth through financial and operational consulting, including process evaluation and improvement recommendations. 
  • Participate in business development efforts (networking, sales calls, and referral development). 
  • Manage and oversee consulting projects, delegating effectively to team members. 
  • Assist with selection, implementation, and integration of accounting and related systems (e.g., payroll, POS, time/billing). 
  • Foster a collaborative, high-performing team environment aligned with company culture. 
  • Train, mentor, and supervise accounting staff; provide hands-on support as needed.

Preferred Qualifications

  • Master's degree in accounting, taxation or related field

  • Professional certifications such as CPA, CFA, MBA, CMA, CGMA, or equivalent. 
  • Experience with cloud-based accounting and business systems (e.g., QuickBooks Online, Sage Intacct, NetSuite, Yardi, BILL, Ramp, Gusto, Avalara) and remote collaboration tools. 
  • QuickBooks Online Advanced certification or equivalent expertise. 
  • Proficiency in data visualization tools (e.g., Power BI, Tableau). 
  • Experience with data preparation and automation tools (e.g., Alteryx). 
  • Advanced Excel skills, including Power Query and Power Pivot. 
  • Broad systems experience, including ERP platforms, SQL databases, Microsoft Access, BI tools, and CRM systems. 
  • Demonstrated ability to stay current with industry trends and emerging technologies. 
  • Experience in financial roles within both small (<$25M revenue) and large (>$100M revenue) organizations.

What CBIZ employees say

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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