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Manager In Client Accounting Services Jobs in Virginia

Virginia Tech

Client Services Manager

Blacksburg, VA · On-site

Required Qualifications Bachelor's degree in business, healthcare administration, communications ... client services manager in a veterinary teaching hospital or veterinary practice Functional ...

MCI Careers

Client Services Manager

Richmond, VA · On-site

The ideal candidate will have a solid background in client services, account management, or operations, along with excellent communication, leadership, and problem-solving skills. To be considered ...

MCI Careers

Client Services Manager

Richmond, VA · On-site

The ideal candidate will have a solid background in client services, account management, or operations, along with excellent communication, leadership, and problem-solving skills. To be considered ...

MCI Careers

Client Services Manager

Richmond, VA · On-site

The ideal candidate will have a solid background in client services, account management, or operations, along with excellent communication, leadership, and problem-solving skills. To be considered ...

CBIZ

Client Success Account Manager | HCM

Roanoke, VA · Hybrid

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the ... Travel based on client and business needs CBIZ's Human Capital Management (HCM/HCA) division ...

W3Global Inc.

Tax Accountant CPA

Richmond, VA · Hybrid

$120K - $140K/yr

Manage end-to-end tax return processes and client data * Provide tax planning support and advisory ... Record tax entries within client accounting systems and identify potential issues * Stay current on ...

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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 Virginia? For Manager In Client Accounting Services jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Manager In Client Accounting Services jobs in Virginia look for? The top searched job categories for Manager In Client Accounting Services jobs in Virginia are:
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Manager In Client Accounting Services jobs near you

Client Reporting and Accounting Associate

CornerStone Partners

Charlottesville, VA • On-site

$90K - $105K/yr

Full-time

Medical, Life, Retirement

Re-posted 14 days ago

Job description

Job Summary
As part of CornerStone's collaborative Client Operations & Accounting Team, the Client Reporting & Accounting Associate plays a key role in supporting nonprofit investment portfolios through performance reporting, financial analysis, and client service. This position is ideal for accounting or finance professionals who want to apply their technical accounting skills while developing expertise in investment reporting and portfolio analytics. The role provides exposure to a wide range of investment operations activities including portfolio performance analysis, private equity reporting, risk and liquidity monitoring, and investment-related audit and tax support.
The Associate will work closely with colleagues across client accounting and reporting, operations, and investment teams to deliver high-quality reporting and analytical support to nonprofit clients who rely on their investment portfolios to fund their missions.
The successful candidate is accountable, adaptable, detail-oriented, collaborative, and intellectually curious.
This is a full-time position with a starting salary range of $90,000 - $105,000. Benefits include an annual bonus and a generous benefits package including group health insurance, short- and long-term disability insurance, life insurance, and employer retirement plan contribution. This position requires the candidate to spend a minimum of two days per week in CornerStone's Charlottesville office, with additional time in the office during the initial training period.
Core Responsibilities
Following training, the Associate will contribute across a range of reporting, analytical, and operational activities including:
Investment Reporting & Portfolio Analysis
  • Preparation of monthly and quarterly client portfolio reports
  • Calculation and review of investment performance returns and related metrics
  • Performance attribution analysis and reporting
  • Portfolio-level risk and exposure analysis
  • Portfolio liquidity monitoring and cash flow analysis
Investment Accounting & Data Management
  • Review of accounting and performance data provided by client custodians
  • Private equity investment account reconciliations and performance tracking
  • Maintenance of investment performance and analytical platforms
Client Service & Operational Support
  • Investment-related client audit and tax support
  • Investment transaction management and other portfolio administration functions
  • Collaboration with client service teams and external service providers
  • Special projects including analytical support for team members and ad hoc client analyses
Required Skills/Abilities
  • Strong accounting and analytical skills with the ability to interpret and organize large volumes of financial information
  • Exceptional attention to detail and ability to work with precision
  • Excellent client service mindset with an aptitude for working directly with clients and their service providers
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities and meet deadlines
  • Advanced skills in Excel, PowerPoint, and Word
  • Ability to work both independently and collaboratively in a team environment
Preferred Skills/Abilities
  • Understanding of nonprofit accounting and taxation
  • Experience or interest in the investment industry, portfolio reporting, or financial analysis
  • Experience with data analytics, data manipulation, or APIs
Experience & Education
  • Minimum of 2 years of professional experience
  • Bachelor's degree required (BA or BS)
  • CPA, CFA, or other technical certifications are helpful but not required
  • Candidates with experience in the following roles may be well suited for this position:
    • Investment Performance Analyst
    • Investment Operations Analyst
    • Fund Accountant
    • Public Accounting Associate interested in transitioning into investment reporting or analytics
CornerStone Partners
CornerStone, based in Charlottesville, Virginia, serves as the outsourced investment manager (OCIO) for nonprofit organizations. Our clients rely on the returns generated by their investment portfolios to support missions in areas such as health, education, conservation, and community development. CornerStone manages the full investment program for our clients, including portfolio oversight, investment reporting, and operational administration. The firm manages approximately $29.3 billion (as of 12/31/2025) and has 36 employees. CornerStone is a dynamic, growth-oriented firm committed to developing a diverse and equitable workforce.
To Apply
Please submit a resume and cover letter by visiting our Careers page: www.cstonellc.com/careers
Applications will be reviewed as they are received, and interviews will continue until the position is filled. CornerStone is not able to sponsor employees who would require a visa to work in the U.S.
Contact Susan Holtzman, HR Manager, with any questions about the position or to learn more about CornerStone Partners at: [email protected]

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