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Manager In Client Accounting Services Jobs in Washington

Legacy Search Advisors

Staff Accountant

Annapolis, MD · Hybrid

$70K - $80K/yr (+ commission)

This is an excellent opportunity for an early-career accounting professional who enjoys client ... in delivering exceptional service and helping clients achieve their financial goals. Enjoy the ...

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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 Washington?

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

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

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

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

Manager In Client Accounting Services jobs near you

Outsourced Accounting Solutions Senior

Myers and Stauffer

Rockville, MD • Hybrid

Full-time

Re-posted 16 days ago

Job description

#LI-BL1 #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 in relevant field
  • 3 years of relevant work experience
  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses
  • Must possess analytical skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs

Essential Functions and Primary Duties

  • Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements

  • Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs

  • Knowledgeable on complex accounting issues and treatment, proficient in accounting research

  • Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances

  • Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations

  • Maintain deep understanding of the accounting operations within each assigned client

  • Proficient knowledge of the clients accounting software packages

  • Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client

  • Lead the engagement team in preparation for clients audits as the main contact with external auditors

  • Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s

  • Recommend, design, and implement any necessary policy controls and procedures.

  • Other duties may include, but are not limited to:  budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters

  • Train, coach and mentor staff accountants

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