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Manager In Client Accounting Services Jobs in Santa Rosa, CA

Associa

Client Account Specialist

Rohnert Park, CA · On-site

$24 - $27/hr

  • Medical

  • Dental

  • Vision

  • Retirement

... 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 ...

Regal Executive Search

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 ...

Tailored Management

Accounting Manager

Sebastopol, CA · Hybrid

$72/hr

... client is seeking an experienced, hands-on Accounting Manager to lead day-to-day accounting ... Partner with Sales and Customer Service to resolve billing discrepancies. * Improve accounts ...

Accounting

Be Seen First

Administrative Assistant

Santa Rosa, CA · On-site

$18 - $25/hr

  • Retirement

  • PTO

... 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 ...

kennedyjc

Client Service Manager - Water/Wastewater

Santa Rosa, CA · Hybrid

$165K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In this client-facing leadership role, you'll work across client strategy, business development, team leadership, and project delivery. What You'll Do As a Client Service Manager , you will help grow ...

Endsight

Client Strategy Associate

Napa, CA · Remote

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

You care about client experience. You like connecting dots across teams, translating data into ... That's where Endsight comes in. Who We Are: Endsight is a fast-growing IT Managed Service Provider ...

Endsight

Client Strategy Associate

Napa, CA · On-site

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Strategy Associate Department: Client Strategy Employment Type: Full Time Location: Napa ... That's where Endsight comes in. Who We Are: Endsight is a fast-growing IT Managed Service Provider ...

Endsight

Client Strategy Associate

Napa, CA · Remote

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

You care about client experience. You like connecting dots across teams, translating data into ... That's where Endsight comes in. Who We Are: Endsight is a fast-growing IT Managed Service Provider ...

Platform Accounting

Senior Accountant

Santa Rosa, CA · On-site

$70K - $100K/yr

  • Medical

  • Retirement

... services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management ... client's needs. What we look for: * 3 - 5 years professional accounting experience, preferably in ...

Sorren, Inc.

Tax Senior Manager

Petaluma, CA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

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All JobsIn Client Accounting Services JobsManager In Client Accounting Services JobsManager In Client Accounting Services Jobs in Santa Rosa, CA

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 Aug 18, 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:

Manager In Client Accounting Services jobs near you

Client Account Specialist

Associa

Rohnert Park, CA • On-site

$24 - $27/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 29 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

Associa is currently looking for a Client Account Specialist (CAS) to join our team. The Client Accounting Specialist is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations.
What do we offer?
Associa offers a competitive benefits package to our full-time employees including medical, dental, and vision insurance, 401k, disability insurance, and support with wellness and development initiatives and more. We have been designated Great Place to Work for six consecutive years and many of our locations are awarded as Best and Brightest.
Employment Type: Full Time
Compensation: $24.00 - $27.00 per hour; depending on experience
Location: 6600 Hunter Drive, Rohnert Park, CA 94928
How will you make an impact?
The Client Account Specialist (CAS) helps the company grow by:
  • Assisting with in office tasks such as processing checks, by sorting, coding, and filling out AR income form.
  • Reviewing 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

  • 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
  • Must be able to interpret verbal and/or written instructions at a proficient level.
  • Must be able to communicate effectively and professionally on phone, email, and in-person.
  • Must be able to operate general office equipment (copier, fax, phone systems, etc.).

What Associa employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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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

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