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Manager In Client Accounting Services Jobs in Iowa

Access Dubuque

Client Services Manager

Dubuque, IA · On-site

$52K/yr

We believe in hiring passionate, hard-working, positive individuals, and are looking for excellence ... Associate's or Bachelor's degree (business, accounting, or finance preferred) * Strong attention to ...

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LattaHarris, LLP

Tax Manager

Tipton, IA · On-site +1

$80K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris

Tax Manager

Grundy Center, IA · On-site

$80K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris, LLP

Tax Manager

Grundy Center, IA · On-site

$80K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris

Tax Manager

Tipton, IA · On-site

$80K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris

Tax Manager

Grundy Center, IA · On-site

$80K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris

Tax Manager

Tipton, IA · On-site

$80K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris

Tax Manager

Cedar Rapids, IA · On-site

$75K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris, LLP

Tax Manager

Cedar Rapids, IA · On-site

$75K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris

Tax Manager

Cedar Rapids, IA · On-site

$75K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris, LLP

Tax Manager

Washington, IA · On-site +1

$80K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris

Tax Manager

Washington, IA · On-site

$80K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

LattaHarris

Tax Manager

Washington, IA · On-site

$80K - $150K/yr

In this pivotal position, you will be instrumental in ensuring the efficient functioning of our tax ... Delivering a spectrum of tax and accounting services, including engagement planning and client ...

Aventure Staffing

Accounting Specialist

Spencer, IA · On-site

$21.10/hr

Support fellow accounting team in development and execution of internal Accounts Receivable ... Outstanding interpersonal and customer service skills * Ability to use and manage a multi-line ...

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

Client Services Manager

Access Dubuque

Dubuque, IA • On-site

$52K/yr

Full-time, Part-time

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Client Services Manager

Goldfinch Wealth Management

1 Positions

ID: 91339

Posted On 05/21/2026

Job Overview

Client Services Manager

Peosta, IA | Full-Time, In-Person | Non-Licensed

We're Hiring | Client Services Manager — Goldfinch Wealth Management | Peosta, IA

Goldfinch Wealth Management is growing, and we're looking for a detail-oriented, client-focused professional to join our financial services team as a full-time, in-person Client Services Manager in our Peosta, Iowa office. We believe in hiring passionate, hard-working, positive individuals, and are looking for excellence..

This is a non-licensed operational and client support role — ideal for someone with a background in financial services, banking, or insurance administration who thrives on organization, precision, and delivering exceptional client experience. There is plenty of room for growth.

What you'll do:

  • Handle inquiries including account notifications, cash management, RMD outreach, annual review scheduling, issue resolution, signing documents
  • Prepare and submit new account documentation, ensuring all materials are complete for processing
  • Coordinate and track rollovers and transfers (manual and ACAT) to ensure timely completion
  • Guide clients through the onboarding process, coordinating paperwork, account setup, and follow-through to ensure a seamless experience
  • Identify client needs and refer clients seeking financial guidance to advisors
  • Maintain operational excellence through ongoing training on policies, procedures, platforms, and service best practices

What we're looking for:

  • 2+ years in a client services, operations, or administrative role
  • Associate's or Bachelor's degree (business, accounting, or finance preferred)
  • Strong attention to detail, organizational, and communication skills
  • Proficiency with Microsoft Office Suite
  • Experience managing client onboarding workflows, account documentation, or operational processes in a service-driven environment
  • Prior experience with LPL Financial and ClientWorks, CRM platforms, or other financial services software preferred
  • Ability to handle confidential client information with discretion and professionalism

Location: Peosta, IA (in-person required)

Hours: Full-time | Monday–Friday, standard business hours, with Friday off at noon

Compensation: Starting at $52,000+, commensurate with experience

Benefits include:

  • 401(k) retirement plan with employer match
  • Paid vacation and personal days
  • Health insurance (negotiable)

To apply: Submit your resume to Brooke Gassman at brooke.gassman@richmondis.com or Goldfinch Wealth Management, 470 W. 4 th Street, Dubuque, IA 52001

***A background check and fingerprinting are required as a condition of employment.

Primary Contact

1779380915723

Brooke Gassmann

,

Phone

Phone

Phone

Fax

brooke.gassman@richmondis.com

Email

True

True

False

Job Details

Categories

Banking/Mortgage/Financial Services

Customer Service

Management/Executive

Location

Peosta, IA

Job Type

Employee

Full/Part

Full Time

Company ID

91338

Job REQ #

# Positions

1

Start Date

20260521

End Date

20260623

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Goldfinch Wealth Management

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