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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.

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 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 cities in Ohio are hiring for Manager In Client Accounting Services jobs? Cities in Ohio with the most Manager In Client Accounting Services job openings:
Manager In Client Accounting Services jobs near you

Client Accounting Services Supervisor

NorthPoint Search Group

Columbus, OH • On-site

Full-time

Re-posted 22 days ago

Job description

Client Accounting Services Supervisor
Who: An experienced accounting professional with 5-7 years of progressive experience and strong leadership skills.
What: Oversee daily accounting operations, manage month-end close, review team work, provide advisory services, and support financial reporting and analysis.
When: Full-time position available immediately.
Where: Hybrid role based in the Columbus-area office.
Why: To take on a high-impact supervisory role guiding accounting operations, client advisory services, and team development within a fast-paced professional environment.
Office Environment: Collaborative, professional, growth-oriented setting that values communication, development, and service excellence.
Salary: Competitive compensation based on skills, experience, and potential.
Position Overview:
This role is responsible for supervising the accounting function for dedicated clients, completing and reviewing month-end processes, collaborating across departments, providing fractional CFO/Controller advisory services, and developing the Client Accounting Services (CAS) team.
Key Responsibilities:
• Complete and manage month-end and year-end close, including reconciliations, adjustments, and financial statement preparation.
• Review team bookkeeping and financial statements, providing coaching and development.
• Collaborate with tax and audit teams to ensure timely, accurate financial reporting.
• Deliver fractional CFO/Controller services as needed.
• Conduct monthly or quarterly financial advisory meetings with clients.
• Assist with budgets, forecasting, and financial analyses to support decision-making.
• Support senior management with special projects and initiatives.
• Utilize and learn accounting software and tools based on client needs.
• Participate in industry segment meetings and firm marketing activities.
• Mentor CAS team members and lead training initiatives.
• Meet monthly with direct reports to review billable budgets, realization, and goals.
Qualifications:
• Bachelor's degree in Accounting, Finance, or related field; CPA preferred.
• 5-7 years of progressive accounting experience, including at least 2 years in a supervisory role.
• Strong knowledge of accounting principles, regulations, and best practices.
• Proficiency with accounting software and Excel; QuickBooks Online experience preferred.
• Strong leadership, interpersonal, and team-development abilities.
• High attention to detail with excellent analytical and problem-solving skills.
• Ability to prioritize tasks in a fast-paced environment and meet deadlines.
• Excellent verbal and written communication skills.
• Strong integrity, confidentiality, and professionalism.
• Adaptability and willingness to learn new tools and methodologies.
If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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About NorthPoint Search Group

Sourced by ZipRecruiter

NorthPoint Search Group is a full-service recruiting firm specializing in the placement of Top Tier professionals on a temporary, temp-to-hire and a direct-hire basis. We use a consultative approach to provide our clients with customized staffing solutions.

Industry

Recruiting and staffing services

Company size

1 - 10 Employees

Headquarters location

Atlanta, GA, US

Year founded

2003

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