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Manager In Client Accounting Services Jobs in Santa Rosa, CA

... in a fast-paced centralized accounting services environment providing financial services to ... Manage transition in of new clients, including communicating internally about new clients, setting ...

... financial management functions with greater control and unsurpassed quality. Clients get the ... Interest in a career in client service and / or public accounting. * Pursuing a BS/BA/MS degree in ...

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 ...

Be Seen First

... Accountant. The ideal candidate will play a crucial role in maintaining efficient office operations and ensuring excellent client service. Key Responsibilities: · Serve as the first point of contact ...

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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 Jul 28, 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 are 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 much is the salary of an accounting manager?

The salary of an accounting manager typically ranges from $70,000 to $130,000 annually, depending on experience, location, and industry. In larger organizations or high-cost areas, salaries can exceed this range, and certifications like CPA may influence compensation.

What is a client accounting manager?

A client accounting manager is a professional responsible for overseeing accounting services provided to clients, ensuring accurate financial reporting, compliance, and effective communication. They often manage teams, review financial statements, and use accounting software to deliver quality service within deadlines.

What is the highest paid accounting position?

The highest paid accounting positions are typically executive roles such as Chief Financial Officer (CFO) or Partner in accounting firms, with CFOs earning a median salary well above other accounting roles. These positions often require extensive experience, advanced certifications like CPA or CMA, and strong leadership skills. Compensation can also vary based on industry, company size, and geographic location.

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.

Can you make $500,000 a year as an accountant?

As a Manager in Client Accounting Services, earning $500,000 annually is uncommon and typically requires extensive experience, advanced certifications, and working in high-paying industries or firms. Most accounting managers earn between $80,000 and $150,000 per year, with higher salaries possible in senior or specialized roles, but reaching half a million dollars is rare in the field. Achieving such income often involves additional responsibilities, bonuses, or ownership stakes.

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:

Senior Associate - Client Accounting Services

Sorren, Inc.

Santa Rosa, CA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago


Job description

Our Firm
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.

Position Summary:

Your Impact (Essential Duties):
Perform, supervise, and review complex accounting tasks, including reconciliations, journal entries, coding expenses, bill payments, and accounts receivable for multiple entities
Oversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returns
Prepare and review compilations on a monthly, quarterly, or annual basis based on client requirements
Identify material misstatements and evaluate inconsistencies in financial reports
Prepare client cash flow forecasts and monitor engagement performance against budgets
Analyze organizational structures and financial impacts to ensure accurate accounting
Train and review work for associates, providing constructive feedback to foster growth
Communicate effectively with team members and clients to address project statuses and inquiries
Contribute to team efforts through collaboration, volunteering support, and knowledge sharing
Participate in professional development through training sessions and independent learning
Manage multiple engagements and prioritize tasks to meet deadlines
Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Your Background:
3-5 years of experience in general accounting
CPA license or eligible (preferred)
Bachelor's degree in accounting or related field
Strong understanding of complex accounting principles, including GAAP and financial reporting frameworks
Proficiency in learning and using accounting software and related tools
Excellent verbal and written communication skills for collaboration and client interactions
Strong organizational skills and attention to detail
Accurate mathematical and financial analysis skills
Ability to work independently while also coaching newer team members and seeking support from leadership as needed
Analytical thinking to identify and address inconsistencies in financial reporting
Demonstrated problem-solving skills where solutions are proactively proposed to relevant parties
Proactive approach to delivering a high-quality customer experience in a multi-client environment
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the jobSorren is an equal opportunity employer

Why Choose Us?

At Sorren, we're invested in your growth-both personally and professionally. We'll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we've designed our culture and benefits to reflect that.

What We Offer*:

  • Generous paid time off

  • Comprehensive medical, dental, and vision coverage, plus life and disability insurance

  • 401(k) retirement savings plan

  • Paid holidays, including a firmwide winter break (December 24 - January 1)

  • Paid parental leave (available after one year of service)

  • Mentorship and career development programs

  • CPA exam support to help you succeed on the path to licensure

  • Firm-sponsored events and spontaneous team activities

  • Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

2025 "Sorren" is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.