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Manager In Client Accounting Services Jobs in New York

The Greene Group

Bookkeeper

Manhattan, NY · On-site

Our client, a boutique CPA firm with a business management arm, is seeking a Full-charge Bookkeeper ... Must have similar bookkeeping experience in professional services environment. * Must have ...

The Greene Group

Bookkeeper

Manhattan, NY · On-site

Our client, a boutique CPA firm with a business management arm, is seeking a Full-charge Bookkeeper ... Must have similar bookkeeping experience in professional services environment. * Must have ...

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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 New York?

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

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

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

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

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

Manager In Client Accounting Services jobs near you

Client Accounting Sr. Specialist

Weil, Gotshal & Manges LLP

New York, NY • On-site

$110K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

Weil seeks the best and brightest talent to join our Administrative Staff team. Our employees are the future of Weil so we invest in their training and development. Our environment embraces and encourages positive-minded professionals who seek to be challenged and acquire knowledge and skills in an atmosphere built on teamwork. Highly skilled and knowledgeable Administrative Staff assist our attorneys in successfully meeting and exceeding client needs and are vital to the overall success of the Firm.
Job Description
Work with Client Accounting team to ensure compliance with the Firm financial guidelines on new matters. Work with Financial Systems and Billing departments to ensure that all billing rates, structure and discounts are in accordance with fee agreements.
Primary Responsibilities and/or Essential functions:
  • Review outside counsel guidelines to summarize financial portion
  • Obtain appropriate approval of discounts/cost exceptions
  • Implement discount/cost exceptions pertaining to OCG in financial system
  • Document status of OCG for department use
  • Communicate details of client fee arrangements and billing requirements to the Billing team to ensure proper documentation and compliance
  • Load rates for new timekeepers in accounting software
  • Follow up and confirm rate changes in relation to timekeeper effective date changes
  • Assist and serve as backup for compiling monthly write off report
  • Ensure that proper approvals were obtained according to firm write off policy prior to posting invoices and report any non-compliance to Finance Director
  • Prepare report to send to Accounting department for inclusion within monthly financial package to management committee
  • Maintain, update, distribute, and assist in analysis of client/matter discount policy
  • Run monthly reports to calculate volume discounts, notify billers of result and ensure the system is updated with accurate discounts
  • Track and report on AFA's and matter budgets, provide concise analysis of performance results
  • Maintain and update client/matter discount agreement notes in financial system to match discount policy
  • Respond to inquiries regarding client discounts and other financial terms
  • Act as an additional resource for international and regional billing group
  • Provide support to billing staff with financial system and test accounting software in preparation of upgrades
  • Any other responsibilities or special projects as required or assigned by management

Knowledge, Skills & Abilities:
  • Strong knowledge of Excel.
  • Ability to work with limited supervision and follow up on problem areas.
  • Strong oral and written communication skills.
  • Must be detail oriented.
  • Ability to work well in a team environment.
  • 4+ years of law firm billing or relevant experience.
  • Elite 3E software knowledge a plus.

Education/Certifications:
  • Bachelor's degree or equivalent work experience required.

Estimated salary range is $110,000 - $125,000. Compensation decisions within the range are dependent on the facts and circumstances of each case including but not limited to the individual's skills, experience, and qualifications.
Weil, Gotshal & Manges LLP offers a competitive compensation package comprised of base pay and discretionary year-end bonus for eligible employees. Benefits include, but are not limited to medical, dental, vision, disability coverage, life insurance, flexible spending plan and a 401K plan. Weil also offers generous paid time off and holidays. All decisions affecting employment at Weil, Gotshal & Manges LLP are made on the basis of qualification, performance and other pertinent work-related factors, and without discrimination against any person on the basis of race, color, sex, age, religion, national origin, disability, marital status, sexual orientation, gender identity or expression, pregnancy, veteran's status, genetic information or any other legally protected status.

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