Accounting Services Manager

KEB CPA•Fairview Heights, IL

3d•Onsite

About The Position

The Accounting Services Manager oversees the daily operations of the accounting services team, ensuring high-quality and timely client deliverables. This role combines hands-on accounting expertise with team leadership, workflow management, and client relationship responsibilities. The Accounting Services Manager will review and analyze financial data, supervise staff, and assist with complex accounting engagements, while ensuring efficient use of resources based on team capacity and skill sets.

Requirements

Bachelor’s degree in Accounting, Finance, or related field required.
Minimum of 7 years of accounting or bookkeeping experience, preferably within a public accounting or professional services firm.
Prior supervisory or team leadership experience required.
Strong understanding of general accounting principles and financial statement preparation.
Proficiency in QuickBooks (QuickBooks ProAdvisor designation preferred); familiarity with other accounting software such as Creative Solutions is beneficial.
Excellent organizational, analytical, and problem-solving skills.
Strong written and verbal communication skills, with the ability to interact effectively with clients and team members.
High attention to detail, accuracy, and the ability to manage multiple priorities under tight deadlines.
Professional judgment, confidentiality, and a commitment to maintaining high ethical standards.

Nice To Haves

QuickBooks ProAdvisor designation preferred
Familiarity with other accounting software such as Creative Solutions is beneficial

Responsibilities

Manage, train, and develop accounting services staff; provide guidance, coaching, and performance feedback.
Oversee day-to-day workflow and scheduling of client work based on staff availability, capacity, and expertise.
Review work prepared by accounting services staff for accuracy, completeness, and adherence to firm and client standards.
Foster a collaborative, professional, and efficient team environment.
Participate in hiring, onboarding, and training new staff as needed.
Serve as the primary point of contact for assigned clients; ensure client needs are met in a timely and professional manner.
Maintain strong relationships with clients through proactive communication and a thorough understanding of their business operations.
Identify opportunities to enhance client service, improve processes, and add value through advisory support.
Perform higher-level accounting services work, including preparation and review of financial statements and management reports.
Oversee and assist with the preparation of monthly, quarterly, and annual financial statements.
Ensure accuracy and timeliness of payroll processing, payroll tax filings, sales tax returns, and bank reconciliations.
Review complex transactions and resolve discrepancies or technical accounting issues.
Develop and maintain standard operating procedures for accounting services processes to ensure consistency and efficiency.
Assist in evaluating and implementing accounting software and technology solutions to improve client service delivery.
Ensure all work complies with firm policies, internal controls, and applicable accounting standards.
Monitor deadlines and filing requirements for clients to ensure all obligations are met.
Review and approve accounting reports, schedules, and reconciliations prepared by staff.