1

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 ...

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 ...

... 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 ...

Accounting Assistant

Santa Rosa, CA · On-site

$65K - $78K/yr

In addition to offering a rewarding work environment, opportunity for career growth, and excellent ... management of all City operations, the Housing Authority, and the Redevelopment Agency. Services ...

next page

Showing results 1-20

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 Jun 10, 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 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 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:

Supervisor - Client Accounting Services

Sorren, Inc.

Santa Rosa, CA • On-site

$80K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 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):
Supervise and review complex accounting functions, including reconciliations, adjusting entries, bill payments, and accounts receivable for multiple entities
Oversee annual accounting procedures to prepare financial records for tax preparation, 1099s, and tangible personal property returns
Prepare financial compilations on a monthly, quarterly, or annual basis based on client needs
Identify and address material misstatements, inconsistencies, and risks in financial reports
Provide advisory and financial consulting services to clients, leveraging industry expertise
Prepare engagement budgets and monitor performance to ensure efficient use of resources
Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
Conduct detailed reviews of engagements, providing constructive feedback and mentoring less experienced team members
Research complex accounting issues and present recommendations with supporting documentation
Communicate effectively with team members and clients to address project statuses and financial concerns
Participate in training programs and independent learning to maintain and expand technical knowledge
Demonstrate time management skills to prioritize engagements and ensure timely delivery of work
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:
4-6 years of experience in general accounting
CPA license or eligible (preferred)
Bachelor's degree in accounting or related field
Thorough understanding of complex accounting principles, including GAAP and financial reporting frameworks
Proficiency in learning and using accounting software and related tools
Developing strong leadership and communication skills for mentoring teams and managing client relationships
Excellent organizational skills and attention to detail
Analytical thinking to identify risks, inconsistencies, and solutions in financial reporting
High accuracy in mathematical and accounting tasks
Ability to oversee multiple engagements and ensure compliance with firm procedures
Proactive problem-solving skills, including leadership in collaborative solution proposals and implementations
Ability to design and optimize accounting processes to drive efficiency, ensure accuracy, and maintain internal controls
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
The compensation range for this role is $80,000 to $110,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.
Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job
Sorren 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.