With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... Ability to manage all aspects of client engagements * Ability to manage deadlines, work on multiple ...
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... Ability to manage all aspects of client engagements * Ability to manage deadlines, work on multiple ...
Master's degree in Accounting, Taxation or related field Qualifications Minimum Qualifications ... Ability to manage all aspects of client engagements * Ability to manage deadlines, work on multiple ...
Master's degree in Accounting, Taxation or related field Qualifications Minimum Qualifications ... Ability to manage all aspects of client engagements * Ability to manage deadlines, work on multiple ...
Controller in Hamilton, OH
Hamilton, OH · On-site
... in a team-oriented environment ... Role Overview We are seeking a strategic Outsourced Controller / Client Accounting Services Manager ...
Quick apply
Controller in Hamilton, OH
Hamilton, OH · On-site
... in a team-oriented environment ... Role Overview We are seeking a strategic Outsourced Controller / Client Accounting Services Manager ...
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... Ability to manage all aspects of client engagements * Ability to manage deadlines, work on multiple ...
With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and ... Ability to manage all aspects of client engagements * Ability to manage deadlines, work on multiple ...
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Quick apply
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Quick apply
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Quick apply
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Quick apply
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Quick apply
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Quick apply
Accounting Manager
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
Quick apply
$55K - $80K/yr
In this role, you'll support the delivery of high-quality tax and accounting services while ... strong client relationships. * Prepare federal, state, and local tax returns for individuals ...
OH · On-site
... in outsourced accounting services while progressing toward broader client responsibilities over time. Reporting to an Accounting Manager or Senior Manager, this position owns day-to-day accounting ...
Quick apply
OH · On-site
... in outsourced accounting services while progressing toward broader client responsibilities over time. Reporting to an Accounting Manager or Senior Manager, this position owns day-to-day accounting ...
Tax Accounting Manager
Cincinnati, OH · On-site
Our client is a large full service public accounting firm that is consistently ranked as a top firm ... Requirements: * Bachelor's Degree in Accounting or related field * 7+ years of recent public ...
Tax Accounting Manager
Cincinnati, OH · On-site
Our client is a large full service public accounting firm that is consistently ranked as a top firm ... Requirements: * Bachelor's Degree in Accounting or related field * 7+ years of recent public ...
Accounting Supervisor
Canton, OH · Hybrid
Our Client Advisory Services (CAS) team, also known as 415 Access, partners closely with clients to ... Ability to manage multiple deadlines in a client-facing environment * Ability to work independently ...
Accounting Supervisor
Canton, OH · Hybrid
Our Client Advisory Services (CAS) team, also known as 415 Access, partners closely with clients to ... Ability to manage multiple deadlines in a client-facing environment * Ability to work independently ...
Accounting Supervisor
Canton, OH · On-site
Our Client Advisory Services (CAS) team, also known as 415 Access, partners closely with clients to ... Ability to manage multiple deadlines in a client-facing environment * Ability to work independently ...
Quick apply
Accounting Supervisor
Canton, OH · On-site
Our Client Advisory Services (CAS) team, also known as 415 Access, partners closely with clients to ... Ability to manage multiple deadlines in a client-facing environment * Ability to work independently ...
Accounting Supervisor
Canton, OH · On-site
$70K - $82K/yr
Our Client Advisory Services (CAS) team, also known as 415 Access, partners closely with clients to ... Ability to manage multiple deadlines in a client-facing environment * Ability to work independently ...
Accounting Supervisor
Canton, OH · On-site
$70K - $82K/yr
Our Client Advisory Services (CAS) team, also known as 415 Access, partners closely with clients to ... Ability to manage multiple deadlines in a client-facing environment * Ability to work independently ...
Accounting Supervisor
Canton, OH · On-site
$70K - $82K/yr
Our Client Advisory Services (CAS) team, also known as 415 Access , partners closely with clients ... Ability to manage multiple deadlines in a client-facing environment * Ability to work independently ...
Quick apply
Accounting Supervisor
Canton, OH · On-site
$70K - $82K/yr
Our Client Advisory Services (CAS) team, also known as 415 Access , partners closely with clients ... Ability to manage multiple deadlines in a client-facing environment * Ability to work independently ...
Accountant
Dayton, OH · On-site
Have you always wished for a better way to start your career in accounting? Well, we're confident ... Create processes, including selecting technology, to manage client accounting * Partner with team ...
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Accountant
Dayton, OH · On-site
Have you always wished for a better way to start your career in accounting? Well, we're confident ... Create processes, including selecting technology, to manage client accounting * Partner with team ...
Accountant
Columbus, OH · On-site
Have you always wished for a better way to start your career in accounting? Well, we're confident ... Create processes, including selecting technology, to manage client accounting * Partner with team ...
Accountant
Columbus, OH · On-site
Have you always wished for a better way to start your career in accounting? Well, we're confident ... Create processes, including selecting technology, to manage client accounting * Partner with team ...
Accountant
Dayton, OH · On-site +1
Have you always wished for a better way to start your career in accounting? Well, we're confident ... Create processes, including selecting technology, to manage client accounting * Partner with team ...
Accountant
Dayton, OH · On-site +1
Have you always wished for a better way to start your career in accounting? Well, we're confident ... Create processes, including selecting technology, to manage client accounting * Partner with team ...
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?
| Aspect | Manager In Client Accounting Services | Bookkeeper |
|---|---|---|
| Credentials | Typically requires a CPA, accounting degree, or relevant certifications | Often requires basic bookkeeping certifications or high school diploma |
| Work Environment | Manages client accounts, supervises staff, and interacts with clients in an accounting firm or department | Performs day-to-day transaction recording, often in an office or remotely |
| Responsibilities | Oversees financial statements, reconciliations, and client reporting | Records 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 Ohio? For Manager In Client Accounting Services jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Manager In Client Accounting Services jobs in Ohio look for? The top searched job categories for Manager In Client Accounting Services jobs in Ohio are:
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:
CBIZ rating
8.0
Based on 57 frontline employees who took The Breakroom Quiz
12th of 22 rated bookkeepers and accountants
Job description
#LI-AG1 #LI-Hybrid
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
Essential Functions and Primary Duties
- Complete all aspects of tax engagements (Individual, Trust, Gift) for clients, including status updates to engagement directors and adherence to all quality control standards as required. Experience with estate, business returns and family office services is a plus.
- Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the client's organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
Preferred Qualifications
- Master's degree in Accounting, Taxation or related field
About CBIZ
Sourced by ZipRecruiter
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987