Accounting Services Manager

KSM (Katz, Sapper & Miller)•Fort Wayne, IN

39d

About The Position

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Requirements

Bachelor’s degree in accounting or finance preferred.
Adapts easily to learning new software applications and demonstrates proficiency with core applications.
Efficient entry of transactions with average or above-average data entry time realizations and rates of accuracy.
Able and willing to learn and use new technology software skills efficiently.
5-7 years accounting services experience, with 2-3 years of managing staff, related to financial statement reconciliations including accounts payable, accounts receivable, payroll, and month-end financial statements/general ledger through trial balance.
Knowledge and experience with various software packages possessing the ability to easily learn new software applications.
Position will work primarily with QuickBooks Online, QuickBooks Desktop, Bill.com, a variety of payroll providers, Microsoft Office applications including Teams.
Has obtained applicable software certifications.
Attention to detail with the ability to multitask with ease and professionalism across a variety of industries in a fast-paced environment.
Project management skills are critical with the ability to manage unexpected and sometimes urgent client matters as they arise.
Strong interpersonal, relationship building, and coaching skills, with the ability to motivate and manage staff.
Client-centric approach to all matters.
Team player approach to allow for cross functional assignments.
Excellent verbal and written communication skills via telephone, video, and email.
Unrelenting commitment to client satisfaction.
Works with confidential client matters, requires ability to maintain confidentiality.

Responsibilities

Develops and strengthens long term relationships with clients.
Orchestrates and implements new client processes and handles the initial set-up of 3rd party applications that the firm and client will use to collaborate for ongoing monthly engagements.
Perform client onboarding in compliance with the Outsourced Finance and Accounting Services (OFAS) standard onboarding process.
Works with the Directors to schedule client jobs and monitor jobs to ensure they are on time and on budget, quickly identifying issues and working with the team to find an appropriate solution.
Review work in process and perform billing on assigned jobs.
Supervise, train, and assist OFAS associates with regards to accounting services for clients in preparing workpapers, entering transactions into accounting system, performing monthly financial statement reconciliations, and preparing engagement correspondence with the client.
Review and perform, when necessary, all client work to ensure it is accurate and compliant with the scope of the engagement.
Identify out of scope work and communicate with client, if possible, before commencing the out of scope work.
Adopts, champions, and improves the OFAS standard processes and procedures.
Maintenance and ensuring internal compliance of the OFAS standard processes and procedures, as well as any client directed processes that need to be followed.
Manage unexpected and sometimes urgent client matters as they arise.
On time delivery with regards to internal and external deadlines.
Recommend opportunities for improvement of client’s processes.
Run custom financial reports on a regular basis at request of internal or external customers.
Preparation of client KPIs and other management reports.
Budgeting and forecasting projects as needed by client.
Direct contact with 3rd party vendors for routine client account and support matters.
Serves as liaison between the client and the tax team to assist in information gathering.
Have a clear understanding of the firm's and the OFAS practice policies and procedures and a general knowledge of firm products and services in order to offer value added services to the client.
Other duties and projects as assigned.