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Manager In Client Accounting Services Jobs in Indiana

CFS

Accounting Manager

Indianapolis, IN

$110K - $130K/yr

... environmental services organization that plays a critical role in supporting regulated ... The company has built a strong reputation for reliability and long‑term client partnerships ...

CFS

Accounting Manager

Indianapolis, IN

$110K - $130K/yr

... environmental services organization that plays a critical role in supporting regulated ... The company has built a strong reputation for reliability and long‑term client partnerships ...

CFS

Accounting Manager

Indianapolis, IN

$110K - $130K/yr

... environmental services organization that plays a critical role in supporting regulated ... The company has built a strong reputation for reliability and long‑term client partnerships ...

CFS

Accounting Manager

Indianapolis, IN

$110K - $130K/yr

... environmental services organization that plays a critical role in supporting regulated ... The company has built a strong reputation for reliability and long‑term client partnerships ...

CFS

Accounting Manager

Indianapolis, IN

$110K - $130K/yr

... environmental services organization that plays a critical role in supporting regulated ... The company has built a strong reputation for reliability and long‑term client partnerships ...

CFS

Accounting Manager

Indianapolis, IN

$110K - $130K/yr

... environmental services organization that plays a critical role in supporting regulated ... The company has built a strong reputation for reliability and long‑term client partnerships ...

CFS

Accounting Manager

Indianapolis, IN

$110K - $130K/yr

... environmental services organization that plays a critical role in supporting regulated ... The company has built a strong reputation for reliability and long‑term client partnerships ...

CFS

Accounting Manager

Indianapolis, IN

$110K - $130K/yr

... environmental services organization that plays a critical role in supporting regulated ... The company has built a strong reputation for reliability and long‑term client partnerships ...

CFS

Accounting Manager

Indianapolis, IN

$110K - $130K/yr

... environmental services organization that plays a critical role in supporting regulated ... The company has built a strong reputation for reliability and long‑term client partnerships ...

CFS

Accounting Manager

Indianapolis, IN

$110K - $130K/yr

... environmental services organization that plays a critical role in supporting regulated ... The company has built a strong reputation for reliability and long‑term client partnerships ...

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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.

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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:
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Manager In Client Accounting Services jobs near you
Client Service Manager - Real Estate Insurance

Client Service Manager - Real Estate Insurance

Hylant

Fort Wayne, IN • Hybrid

Full-time

Posted 8 days ago

Hylant rating

9.8

Company rating: 9.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

2nd of 259 rated insurance

Job description

The Opportunity:

Responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for real estate clients resulting in client retention while building long term relationships with our clients.Target Book of Business: $750K - $1.5MM in the mid to large market commercial space
In This Role You Will Execute On:
  • Serve as the lead service contact to clients for assigned book of business. This includes oversight of all client service needs and ensuring support team engagement including responsiveness, deadlines and escalation needs.
  • Manage client renewal process ensuring all necessary activities are completed and meet appropriate timing and quality standards.
  • In collaboration with sales staff, direct onboarding of new clients ensuring client files and agency management system information is thorough and accurate.
  • Maintain a 96% or higher client retention ratio while also consistently working to pursue opportunities for growth within the existing book of business.
  • Maintain and enhance relationships with clients, carrier partners, vendors, internal teams and other stakeholders to strengthen relationships with the Hylant team and promote long term partnerships.
  • Support business growth through account rounding efforts; assess business and human capital to identify risks or gaps in coverage; identify, design, communicate and implement cost effective Property and Casualty solutions to cover risk appropriately. This includes pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing risk assessment.
  • Lead Client Engagement Strategy (CES) for assigned clients providing oversight and driving client engagement at a "best practice" level.
  • Serve as a back-up at all support levels as needed.
  • Maintain and grow insurance knowledge through education opportunities and pursuit of designation(s) as appropriate.
  • Perform other duties and special projects as assigned.

In This Role You Will Need:

  • Bachelor's degree business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
  • Three (3) or more years of insurance client service experience.
  • Active Property & Casualty License
  • Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
  • CIC or CRM Designation encouraged
  • Excellent attention to detail, oral and written communication skills
  • Ability to work well in a team environment.
Why Hylant?
Since 1935, Hylant has been a familyowned insurance brokerage built on relationships, trust, and a peoplefirst mindset. We believe great work is rooted in understanding people - our clients, our communities, and each other - and delivering thoughtful solutions that rise above the expected.
Anything But Typical. Everything for You.isn't just a message; it's how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you're more than an employee, you're part of a team that treats one another like family and works together to make a meaningful impact.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.
#LI-Hybrid
Employment Type: Full-Time

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