Client Accounting Manager

We are seeking a detail-oriented and client-focused accounting professional to join our team as a Client Accounting Manager. This role is ideal for an accountant who enjoys working closely with clients, managing multiple engagements, and leveraging cloud-based accounting tools to deliver high-quality financial reporting and operational support.

The Client Accounting Manager serves as a trusted financial partner to clients, ensuring their day-to-day accounting operations run smoothly while delivering accurate and timely financial information that supports sound business decisions.

This position combines technical accounting expertise, client relationship management, and oversight of staff-level work in a collaborative and service-oriented environment.

• Serve as the primary accounting contact for assigned clients, maintaining proactive communication and strong working relationships.
• Provide guidance to clients on accounting processes, reporting timelines, and financial best practices.
• Deliver high-quality accounting services while ensuring responsiveness and client satisfaction.

Provide or oversee core accounting functions including:

• Processing client invoices and accounts receivable activity
• Posting and reconciling customer payments
• Coding and entering financial transactions accurately
• Processing vendor bills and accounts payable activity
• Reviewing monthly A/P ledgers and ensuring accuracy
• Preparing and reviewing sales tax reports
• Managing payroll processing through third‑party applications
• Preparing balance sheet reconciliations
• Prepare and review monthly financial statements for client distribution
• Perform account reconciliations and identify discrepancies
• Ensure financial information is accurate, timely, and clearly communicated to clients

• Delegate or review staff-level accounting work when appropriate
• Improve accounting workflows through automation, software integrations, and best practices
• Maintain organized client documentation and support compliance standards

Bachelor’s degree in Accounting or Finance

• 3–5 years of accounting experience
• Experience working with multiple clients or engagements preferred
• Background in public accounting, outsourced accounting, or CAS practices strongly preferred

• Strong proficiency in Quick Books Online
• Ability or willingness to become a Quick Books Pro Advisor
• Familiarity with cloud-based accounting tools and integrations
• Proficiency in Microsoft Excel, Outlook, and Word

Successful candidates will demonstrate:

• Exceptional attention to detail
• Strong organizational and time-management abilities
• Ability to manage multiple clients and deadlines
• Excellent communication and client service skills
• Analytical thinking and problem‑solving ability
• Adaptability in a fast-paced, collaborative environment
• A proactive mindset focused on process improvement and efficiency