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Manager In Client Accounting Services Jobs in Santa Rosa, CA

Vodia Ventures

Client Service Associate

Santa Rosa, CA · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Sperber Landscape Companies

Branch Manager

Petaluma, CA · On-site

$115K - $140K/yr

... service, sales, operations, and financial performance. You will drive business growth, ensure ... Client Relationship Management: * Serve as a primary point of contact for key clients in the ...

Gabriel Group

Branch Manager

Petaluma, CA · On-site

$115 - $140/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... service, sales, operations, and financial performance. You will drive business growth, ensure ... Client Relationship Management: * Serve as a primary point of contact for key clients in the ...

AccentCare

Client Service Coordinator

Petaluma, CA · On-site

$26 - $27/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Assists Client Service Manager in the presentation of staff training related to program ... requirements for newly hired and current office employees Our Investment in You Caring for others ...

Northbay Recruiter

Accounting Specialist - AP/AR

Napa, CA · On-site

$25 - $32/hr

Accounting Specialist - AP/AR Our client is a growing wine and beverage organization seeking an ... This position will play an important role in maintaining accurate financial records, and processing ...

Hess Persson Estates

Director of Finance & Accounting

Napa, CA · On-site

$175K - $195K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Tax • Manage federal, state, and local tax compliance in partnership with outside advisors ... vendor and service-provider relationships, and ensure IT infrastructure reliably supports ...

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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:

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

Manager In Client Accounting Services jobs near you

Client Service Associate

Vodia Ventures

Santa Rosa, CA • On-site

$70K - $90K/yr

Other

Re-posted 24 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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