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Manager In Client Accounting Services Jobs in Massachusetts

STI

Accounting manager

Wakefield, MA · On-site

Requirements for the Client Accounting & Advisory Services (CAAS) Manager: * A degree in accounting, finance, or a related discipline is required; a master's degree is advantageous. * Over 10 years ...

Fenwick & West LLP

Client Accounting Specialist

Boston, MA · Hybrid

$23 - $31.25/hr

The Client Accounting Specialist will work closely with the finance management team and integrate best practices while delivering best in class service internally to our partners and externally to ...

BNY

Specialist, Fund/Client Accounting II

Boston, MA · On-site

$58K/yr

Perform complex Fund/Client Accounting responsibilities in the areas of driving Service Improvement ... May have people management responsibilities in some geographies. At BNY, our culture speaks for ...

BNY

Director, Fund/Client Accounting Manager

Westborough, MA · On-site

$130K - $250K/yr

... service levels meet client needs, resolving issues, and participating in sales efforts including ... Manage multiple Fund/Client Accounting teams primarily through subordinate managers and contribute ...

CBIZ

Tax Manager | Private Client Services

Boston, MA · Hybrid

With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... Ability to manage all aspects of client engagements * Demonstrated ability to communicate verbally ...

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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.

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 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.

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 Massachusetts?

For Manager In Client Accounting Services jobs in Massachusetts, the most frequently searched job titles are:

What job categories do people searching Manager In Client Accounting Services jobs in Massachusetts look for?

The top searched job categories for Manager In Client Accounting Services jobs in Massachusetts are:

What cities in Massachusetts are hiring for Manager In Client Accounting Services jobs?

Cities in Massachusetts with the most Manager In Client Accounting Services job openings:

Manager In Client Accounting Services jobs near you

Accounting manager

STI

Wakefield, MA • On-site

Full-time

Medical, Dental, Retirement

Re-posted 13 days ago

Job description

Requirements for the Client Accounting & Advisory Services (CAAS) Manager:
  • A degree in accounting, finance, or a related discipline is required; a master's degree is advantageous.
  • Over 10 years of experience in accounting or financial services, with leadership experience.
  • Experience required in the CAAS domain.
  • In-depth understanding of accounting principles and financial reporting regulations.
  • Demonstrated ability to manage teams and direct accounting operations.
  • Expertise in client relationship management.
  • Strong skills in business development and sales.
  • Outstanding communication and interpersonal abilities.
  • Skilled in using accounting software and related technology.
  • CPA certification is a plus.
  • Experience in process improvement and change management is beneficial.
  • Familiarity with QuickBooks Online and other cloud-based accounting platforms is preferred.

Other Key Requirements:
  • Must be local and able to work on a hybrid schedule
  • No sponsorships or visa holders. No Corp-to-Corp.

Benefits of the Client Accounting & Advisory Services (CAAS) Manager:
  • Medical Insurance
  • Dental Insurance
  • Retirement Plans

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