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Manager In Client Accounting Services Jobs in Rhode Island

CBIZ, Inc.

Client Services Specialist (Remote)

Providence, RI · On-site +1

$17.25 - $22.75/hr

#LI-JO1 #LI-Hybrid Responsibilities We are looking for a Client Services Specialist to join our ... At least 2 years of accounting work experience * Ability to work in a team environment as well as ...

AlphaHire

Audit Manager - Assurance Services

Providence, RI · On-site

$105K - $137K/yr

Prepare and review financial statements and related disclosures in accordance with U.S. GAAP ... Identify opportunities to improve client accounting processes, internal controls, and financial ...

AlphaHire

Audit Manager - Assurance Services

Providence, RI · On-site

$105K - $137K/yr

Prepare and review financial statements and related disclosures in accordance with U.S. GAAP ... Identify opportunities to improve client accounting processes, internal controls, and financial ...

Met-Cap Management

Accounting Manager

Cranston, RI · On-site

$90K - $110K/yr

Based in Cranston, Rhode Island, Met-Cap Management, LLC is the heartbeat to a variety of owned ... The Accounting Manager plays a pivotal role in managing the financial operations of the company.

MET-CAP MANAGEMENT

Accounting Manager

Cranston, RI · On-site

$90 - $130/hr

Accounting Manager About this position Based in Cranston, Rhode Island, Met-Cap Management, LLC is the heartbeat to a variety of owned and operated businesses. From a chain of successful, multi ...

Met-Cap Management LLC

Accounting Manager

Cranston, RI · On-site

$90K - $110K/yr

Description Based in Cranston, Rhode Island, Met-Cap Management, LLC is the heartbeat to a variety ... The Accounting Manager plays a pivotal role in managing the financial operations of the company.

Met Cap Management LLC

Accounting Manager

Cranston, RI · On-site

$90K - $110K/yr

Job Type Full-time Description Based in Cranston, Rhode Island, Met-Cap Management, LLC is the ... The Accounting Manager plays a pivotal role in managing the financial operations of the company.

hilbgroup

Accounting - Accounting Manager

Cranston, RI · On-site

Provide accounting and finance support, in conjunction with the Controller, to the Regional Finance ... Strong organizational skills with the ability to manage multiple tasks. * Strong Microsoft Excel ...

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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 Rhode Island?

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

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

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

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

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

Manager In Client Accounting Services jobs near you

Client Services Specialist (Remote)

CBIZ, Inc.

Providence, RI • On-site, Remote

$17.25 - $22.75/hr

Full-time

Re-posted 7 days ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

12th of 22 rated bookkeepers and accountants

Job description


#LI-JO1 #LI-Hybrid
Responsibilities
We are looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global Information Reporting and Co-sourcing (FATCA, CRS).
Essential Functions and Primary Duties
  • May prepare and complete IRS Forms SS-4 (Application for Employer Identification Number)
  • Organizing and drafting IRS Forms 8832 (Entity Classification Election)
  • Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary
  • Identification Numbers (GIINs) & the Cayman DITC Portal
  • Monitoring co-sourcing client in-boxes
  • Corresponding with clients' investors to solicit Forms W-9, W-8, and CRS self-certifications
  • Maintaining detailed trackers of contact with investors and their statuses
  • Attending trainings and maintaining knowledge of FATCA, CRS, and related GIR topics
  • Performing special projects as required and any other duties assigned

Preferred Qualifications
  • Bachelor's degree

Qualifications
Minimum Qualifications
  • High School Diploma or GED
  • At least 2 years of accounting work experience
  • Ability to work in a team environment as well as independently
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

About Us
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.

What CBIZ employees say

Pay

Benefits

Hours and flexibility

Workplace

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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

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