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Manager In Client Accounting Services Jobs in Santa Rosa, CA

... service, maintain strong financial controls, and support the continued improvement of Client ... Oversee client cash management, bank balances, operating funding, and anticipated cash needs ...

Senior Tax Accountant

Novato, CA · On-site

$96K - $123K/yr

... in a career with a local public accounting firm. The responsibilities of the position include: * Managing client relationships * Coordinating client tax return preparation and deadlines * Reviewing ...

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Manager In Client Accounting Services information

See Santa Rosa, CA salary details

$48.1K

$104.6K

$150.9K

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 Santa Rosa, CA is $104,587.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,300.00 and $122,500.00 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 Santa Rosa, CA?

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

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

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

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

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

Client Accounting Director

Solairus Aviation, Inc.

Petaluma, CA • On-site

$150 - $200/hr

Other

PTO

Posted 5 days ago


Job description

Overview

The Client Accounting Director is the primary financial relationship lead for assigned managed aircraft owners and provides day-to-day leadership to an assigned Client Accounting team. This role is responsible for the accuracy and timeliness of client financial reporting, cash and bank account oversight, payment activity, month-end execution, and resolution of complex accounting matters. The Director partners closely with aircraft owners, crew members, executive leadership, and cross-functional Solairus teams to deliver responsive service, maintain strong financial controls, and support the continued improvement of Client Accounting systems and processes.

Essential Responsibilities/Duties
  • Serve as the primary financial point of contact for assigned managed aircraft owners and/or their financial teams; provide ongoing account support, guidance, and timely issue resolution.
  • Ensure timely and accurate delivery of monthly client statements, reporting packages, supporting information, and other financial reporting through the Client Finance Console and related platforms.
  • Review financial activity, trends, budgets, and material variances; provide clear explanations and respond to special reporting or analysis requests from clients and management.
  • Oversee client cash management, bank balances, operating funding, and anticipated cash needs; coordinate funding for routine activity and significant aircraft expenses.
  • Monitor accounts payable, accounts receivable, aging, and other outstanding financial items; drive timely resolution of funding, billing, payment, and reconciliation issues.
  • Review and approve payment activity, including ACH, wire, and check payments, in accordance with delegated authority, supporting documentation, and established internal controls.
  • Lead month-end close readiness for assigned client portfolios, including reconciliations, open-item cleanup, reporting deadlines, and escalation of unresolved issues.
  • Provide oversight and guidance for financial transactions and project accounting in Oracle Fusion, including coding, client/project assignment, approval workflows, and supporting documentation.
  • Serve as an escalation point for client financial matters including charter revenue, aircraft budgets, banking requests, maintenance expenses, crew and payroll items, insurance claims, vendor invoices, and other aircraft-related accounting questions.
  • Coordinate with cross-functional Solairus teams, including Client Services, Finance, Accounts Payable, Maintenance, Human Resources/Payroll, Flight Operations, Flight Coordination/Dispatch, IT, and other business partners to support client needs and resolve issues.
  • Manage the flow of financial information and communication among clients, crew members, vendors, and internal departments; ensure clear ownership, timely follow-up, and professional service.
  • Lead or support the financial onboarding, transition, and offboarding of aircraft and client accounts, including banking, systems, reporting, account setup, and financial closeout activities.
  • Provide regular updates to executive and department leadership regarding client account status, material issues, workload, staffing needs, and significant client risks or escalations.
  • Lead, coach, and develop assigned team members; manage workload allocation, cross-training, coverage, quality, and completion of recurring deadlines.
  • Perform people-management responsibilities including recruiting and interviewing, onboarding, timecard and PTO approvals, performance management, feedback, and career development.
  • Facilitate regular team communications, training, and meetings; promote consistent execution of departmental procedures and knowledge sharing across the team.
  • Develop, maintain, and reinforce accounting policies, standard operating procedures, documentation, and internal controls to support accurate records and consistent departmental practices.
  • Partner with Finance, IT, Systems, and other stakeholders on process improvement, automation, reporting enhancements, and adoption of approved technology and productivity tools.
  • Maintain the confidentiality of sensitive client, employee, and company financial information and exercise sound judgment in handling escalated or high-impact matters.
  • Perform other duties and analyses as assigned by department leadership.
Qualifications
  • 10+ years of accounting, financial reporting, client accounting, or related financial operations experience in a mid-sized to large organization; corporate aviation experience strongly preferred.
  • 5+ years of people-management, supervisory, or team-leadership experience.
  • Strong understanding of financial and project accounting, accounts payable and receivable, cash management, reconciliations, month-end close, and financial reporting processes.
  • Demonstrated experience managing client relationships and communicating financial information clearly to owners, executives, and other internal and external stakeholders.
  • Strong leadership, coaching, problem-solving, and judgment skills, including the ability to identify risks, resolve complex issues, and elevate appropriately.
  • Proven ability to manage multiple client portfolios, projects, priorities, and deadlines while maintaining a high degree of accuracy and follow-through.
  • Proficiency with Microsoft Office, especially Excel, and experience working in an ERP/accounting environment; Oracle Fusion experience strongly preferred.
  • Comfort with client reporting portals, document-management tools, and other financial systems; experience with the Client Finance Console, SharePoint, Adobe, and payroll/timekeeping systems is a plus.
  • Excellent written, verbal, interpersonal, and presentation skills with a professional, service-oriented approach.
  • Experience working with sensitive and highly confidential information.
  • Demonstrated interest in process improvement, automation, and responsible use of AI/productivity tools to improve accuracy, efficiency, and team effectiveness is a plus.
Specific Qualifications/Certifications

Solairus Aviation embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.

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