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Manager In Client Accounting Services Jobs in Virginia

MCI Careers

Client Services Manager

Richmond, VA

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 ...

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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 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:

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

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

Manager In Client Accounting Services jobs near you

Block Advisors Accounting Specialist

H&R Block

Virginia Beach, VA • On-site

$16.06 - $24.09/hr

Full-time

Retirement

Posted 17 days ago

H&R Block rating

5.6

Company rating: 5.6 out of 10

Based on 293 frontline employees who took The Breakroom Quiz

147th of 152 rated financial services

Job description

About the Role
As a Block Advisors Accounting Specialist, you will play a crucial role in maintaining accurate financial records for our clients. You will support account managers by documenting transactions, preparing reports, and assisting in compliance with financial regulations. Provide bookkeeping and payroll services to Block Advisors small business clients including accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. Partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.
  • Processes various forms of financial information and materials. Enter financial information into accounting or other financial systems, while complying with relevant reporting requirements
  • Handle basic accounting tasks, including data entry, bank reconciliations, and payroll management
  • Assist the Tax Advisors with tax return data entry and uploading returns to the Block Advisors Fulfillment Network
  • Perform reconciliation of accounts and categorize transactions appropriately. Compile monthly and quarterly reporting as needed
  • Raise questions and address client accounting irregularities, providing excellent customer service
  • Partner with Account Managers and Tax Advisors, providing relevant bookkeeping and payroll information to support the delivery of various services
  • Prepare financial reports, including balance sheets, income statements, and cash flow statements
  • Communicate with account managers, clients, client suppliers, vendors, and banking contacts. Assist in client service coverage as needed to ensure service delivery
  • Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships

Required Qualifications
  • High school diploma or equivalent
  • Knowledge of bookkeeping practices, generally accepted accounting principles and procedures
  • National Bookkeeper and Payroll certifications from the National Bookkeeping Association or ability to successfully obtain certifications
  • Microsoft Office, specifically Word, Excel and Open Office experience
  • Ability to multi-task in multiple window applications
  • Familiarity with bookkeeping software, spreadsheets, and database management. Ability to adapt to new tools and automation
  • Analytical and detail oriented
  • Good verbal and written skills
  • Client Services experience
  • Ability to complete assigned projects on time with minimal supervision
  • Ability to correctly interpret and apply complex instructions, policies and regulations

Preferred Qualifications
Associate's degree in a related field or the equivalent through a combination of education and related work experience
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$16.06 - $24.09/Hr.

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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