ZipRecruiter

Log In

1

Manager In Client Accounting Services Jobs in Wisconsin

Associa

Client Accounting Specialist

Mequon, WI · On-site

$19 - $25.50/hr

... services environment providing financial services to community associations. * Assist with in ... Manage transition in of new clients, including communicating internally about new clients, setting ...

Compeer Financial

Accounting Specialist

Fond Du Lac, WI · On-site +1

$21 - $28.25/hr

Advanced Accounting & Client Financial Advisory * Manage complex accounting functions including full-service accounts, payroll processing, depreciation, and financial reporting in accordance with ...

KerberRose S.C.

Staff Accountant

Eagle River, WI

$52K - $69K/yr

... our client accounting and tax services practice. This role is ideal for someone with strong ... Work closely with senior accountants, managers, and partners on engagements * Adhere to firm ...

KerberRose S.C.

Staff Accountant

Clintonville, WI

$50K - $66K/yr

... our client accounting and tax services practice. This role is ideal for someone with strong ... Work closely with senior accountants, managers, and partners on engagements * Adhere to firm ...

KerberRose S.C.

Staff Accountant

Clintonville, WI · On-site

$50K - $66K/yr

... our client accounting and tax services practice. This role is ideal for someone with strong ... Work closely with senior accountants, managers, and partners on engagements * Adhere to firm ...

KerberRose S.C.

Staff Accountant

Eagle River, WI · On-site

$52K - $69K/yr

... our client accounting and tax services practice. This role is ideal for someone with strong ... Work closely with senior accountants, managers, and partners on engagements * Adhere to firm ...

KerberRose S.C.

Senior Accountant

Clintonville, WI · On-site

$68K - $85K/yr

... our client accounting and tax services practice. This role is ideal for someone with strong ... Prepare and assist in reviewing monthly, quarterly, and year-end financial statements * Review ...

KerberRose S.C.

Senior Accountant

Clintonville, WI

$68K - $85K/yr

... our client accounting and tax services practice. This role is ideal for someone with strong ... Prepare and assist in reviewing monthly, quarterly, and year-end financial statements * Review ...

previous page

Showing results 41-60

All JobsIn Client Accounting Services JobsManager In Client Accounting Services JobsManager In Client Accounting Services Jobs in Wisconsin

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 Wisconsin?

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

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

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

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

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

Manager In Client Accounting Services jobs near you

Client Accounting Specialist

Associa

Mequon, WI • On-site

$19 - $25.50/hr

Full-time

Posted 25 days ago

Associa rating

7.2

Company rating: 7.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

107th of 254 rated facilities management

Job description

The Client Accounting Specialist is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations.
  • Assist with in office tasks such as processing checks, by sorting, coding, and filling out AR income form.
  • Review and approve monthly financial statements for various clients. Monthly reports consist of but not limited to, Balance Sheet, Income statement, Monthly Trends, Delinquencies, Prepaid accounts, Bank reconciliation and General Ledger, etc.
  • Answer questions for Community Association Managers (CAM's) and Board Members regarding monthly financial statements
  • Manage transition in of new clients, including communicating internally about new clients, setting up bank accounts, closing bank accounts, processing new and updated signature cards, and budget entry.
  • Oversee and request AP & AR corrections, bank reconciliation, journal entries and account adjustments.
  • Manage recurring charges, such as homeowner assessments, parking, and storage.
  • Define problems, collect data, establish facts, and draw valid conclusions
  • Attend in person or virtual board meetings as needed
  • Provide training and assistance to CAMs and other branch personnel with regard to financial statement review, budget implementation, A/R, A/P, GL, and various other accounting procedures
  • Update personnel with any association-related changes or updates to policies, procedures, banking, etc.

  • Knowledge of Generally Accepted Accounting Practices (GAAP) and Microsoft Office
  • Experienced in general ledger accounting
  • Ability to read, analyze, and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints.
  • Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and or boards of directors.
  • Experienced in budget implementation
  • Understanding of AP transaction process
  • Understanding of AR transaction process
  • Willingness to grow and take on new projects as needed
  • Partner with multiple stakeholders, for example community managers, vendors, peers, clients.
  • Must be able to prioritize, manage time, and meet deadlines with accuracy and attention to detail

What Associa employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Associa logo

About Associa

Sourced by ZipRecruiter

With more than 180 branch offices across North America, Associa delivers unsurpassed management and lifestyle services to nearly five million residents worldwide. Our 10,000+ team members lead the industry with unrivaled education, expertise and trailblazing innovation. For more than 40 years, Associa has provided solutions designed to help communities achieve their vision.

Industry

Real estate

Company size

10,000+ Employees

Headquarters location

Dallas, TX, US

Year founded

1979

Social media

FacebookTwitter

View All Associa Jobs

Apply