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Manager In Client Accounting Services Jobs in Oregon

... service quality in a growing CAS practice. What do we need you to do? * Oversee and assist with monthly client accounting file closures, ensuring accuracy and timeliness. * Directly manage the ...

Senior Accounting Manager

Bend, OR · On-site

$80K - $120K/yr

... service quality in a growing CAS practice. What do we need you to do? * Oversee and assist with monthly client accounting file closures, ensuring accuracy and timeliness. * Directly manage the ...

Accounting Manager

Portland, OR · Hybrid

$70K - $90K/yr

... client engagements, priorities, and deadlines What Were Looking For Bachelors degree in Accounting ... Manager, Senior Accounting, or similar experience Strong full-cycle accounting and month-end close ...

Accounting Manager

Portland, OR · Hybrid

$70K - $90K/yr

Manage responsibilities across multiple client engagements, priorities, and deadlines What We're Looking For * Bachelor's degree in Accounting, Finance, or a related field preferred * Five or more ...

Accounting Manager

Portland, OR · On-site

$70K - $90K/yr

Accounting Manager Consultant Base Salary: $70,000-$90,000, depending on experience Work Schedule ... client engagements, priorities, and deadlines What We're Looking For • Bachelor's degree in ...

Accounting Specialist Lead

Eugene, OR · On-site +1

$21.25 - $29/hr

Our in-house expertise spans Civil and Land Development, Construction-Related Services ... Advise Project Managers on client invoicing matters and collection-related issues. * Research and ...

Building long-lasting client relationships is our goal by providing the highest level of service ... accounting, assurance, IT consulting, and wealth management services to small and medium sized ...

Accounting Specialist Lead

Eugene, OR · On-site

$21.25 - $29/hr

Our in-house expertise spans Civil and Land Development, Construction-Related Services ... Advise Project Managers on client invoicing matters and collection-related issues. * Research and ...

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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.

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

Client Accounting Services - Manager

Jones & Roth, P.C.

Bend, OR • On-site

Full-time

Re-posted 20 days ago


Job description

Jones & Roth is seeking an experienced CAAS Accountant to support small- to mid-size business clients across the firm, with a strong connection to the Central Oregon business community.
This role blends full-cycle accounting, technology, and advisory services-helping clients improve financial visibility, streamline processes, and make better decisions.
What You'll Do
  • Manage full-cycle accounting, including payroll and month-end close
  • Deliver timely financial reporting with insights and recommendations
  • Build and maintain KPIs and dashboards using Syft
  • Provide financial oversight and review of client accounting
  • Improve processes, workflows, and internal controls
  • Support cloud-based systems (QuickBooks Online and integrated apps)
  • Assist with budgeting, cash flow tracking, and forecasting
  • Identify trends and communicate actionable insights
  • Supervise staff and interns

What You Bring
  • Full cycle accounting experience (including payroll)
  • Strong QuickBooks Online skills (certification preferred)
  • Experience with cloud-based accounting tools; Syft or similar a plus
  • Ability to develop and track KPIs and financial metrics
  • Process-oriented mindset with strong attention to detail
  • Excellent communication and client relationship skills
  • Experience reviewing work and supporting team development
  • Organized, proactive, and comfortable managing multiple clients