Client Accounting Services Manager

The CAS Manager will be responsible for account reconciliations, preparing financial statements, managing client billing and payments, managing client engagements, delivering high-quality assurance and advisory services, and communicating with clients to understand their needs.

• Perform account reconciliations and prepare financial statements
• Managing client billing and payments
• Manage client engagements, delivering high-quality assurance and advisory services
• Communicate with clients to understand their needs
• Manage the proposal, engagement, onboarding & assignment process of new clients
• Initiate, develop, and maintain client & associate relationships
• Catch up & clean-up of outdated or incomplete accounting books
• Provide a broad range of accounting support and bookkeeping services to various clients
• Completing and reviewing of month-end work
• Preparing and reviewing monthly, quarterly, and annual multi-state payroll tax returns (940/944/941/SUI)
• Preparing and processing annual W-2’s, 1099’s, and property renditions
• Calculating and reviewing monthly multi-state sales tax liability
• Special projects such as generating Percentage of Completion schedules, 401K reconciliation, reconciling payroll journal entries, creating payroll template mapping for third party software uploads
• Train and mentor associates on company processes, accounting theory & procedures, and client transitions

• Bachelor’s degree in accounting or finance
• At least 8 (eight) years of accounting experience
• Prior public accounting experience required
• Prior supervisory/management experience
• CPA would be a plus
• Strong knowledge of accounting principles and practices
• Experience in using accounting software such as Quick Books, Xero, or Sage
• Experience in managing client billing and payments, and preparing financial statements
• Proficiency in Excel
• Excellent customer follow-up and communication skills
• Ability to work independently, while also being a strong team player
• Strong analytical and problem-solving skills