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Manager In Client Accounting Services Jobs in Riverside, CA

... and client expectation through both active management and participation in critical processes. Why this role is important to us? Fund accounting is a core service within Investment Services and ...

Tax Supervisor

Murrieta, CA · On-site

$119K - $156K/yr

... A firm in Temecula Valley is currently looking for a Tax Supervisor. We are a full-service firm ... Through our commitment to quality and client service, we have developed a large base of more than 1 ...

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Staff Accountant

Chino Hills, CA · On-site

$80K - $100K/yr

Support client accounting engagements under the direction of Senior Accountants, Managers, and ... services for a diverse set of clients. Each branch has recruiters who specialize in key industries ...

Tax Accountant

Anaheim, CA · On-site

$60K - $70K/yr

We specialize in tax compliance, audit representation, and accounting services for a diverse client ... Workflow Management: Collaborate with the team to support client needs and ensure high-quality ...

Tax Accountant

Anaheim, CA · On-site

$60K - $70K/yr

We specialize in tax compliance, audit representation, and accounting services for a diverse client ... Workflow Management: Collaborate with the team to support client needs and ensure high-quality ...

Partner with field management staff, client accounting services, and management. * Assist with the ... In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.

Identify, assess, and document controls and weaknesses in client accounting systems. * Thoroughly ... Update Managers and/or Partners of engagements' statuses and assurance issues in timely manner

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Manager In Client Accounting Services information

See Riverside, CA salary details

$45.9K

$99.8K

$144K

How much do manager in client accounting services jobs pay per year?

As of Sep 8, 2026, the average yearly pay for manager in client accounting services in Riverside, CA is $99,798.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,400.00 and $116,800.00 per year, depending on experience, location, and employer.

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 Riverside, CA?

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

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

The top searched job categories for Manager In Client Accounting Services jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Manager In Client Accounting Services jobs?

Cities near Riverside, CA with the most Manager In Client Accounting Services job openings:

Assistant Account Manager

Irvine, CA • On-site

$30.77 - $38.47/hr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.


Key responsibilities

  • Support Producers by servicing existing accounts and soliciting new business.

  • Package and market applications to carriers, negotiate prices and coverages, and review policies for deficiencies.

  • Manage the renewal process, prepare client presentations and proposals, and bind insurance coverage.


Alliant Insurance Services rating

8.7

Company rating: 8.7 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

72nd of 315 rated insurance


Job description

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com.
Hybrid work schedule: In-office requirement.
SUMMARY
Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Packages and markets applications to various carriers to obtain quotes;
Negotiates prices, commissions, and/or coverages with carriers;
Reviews policies, identifies deficiencies and determines appropriate level of coverage;
Manages renewal process for expiring policies;
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
May participate in client meetings to review coverage;
Gathers information for applications;
Prepares presentations and proposals for clients;
Researches requests for information from underwriters;
Composes correspondence to insured and/or underwriters;
Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;
Prepares draft certificate templates for review and approval;
Analyzes certificate requests and ensures clients needs are met;
Inputs applications and creates letters, and other forms of correspondence;
Binds insurance coverage and prepares insurance binders;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associate's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good problem solving and time management skills
Intermediate typing skills (30-35 wpm)
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office Suite
#LI-KG1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

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