Client Accounting Manager
About The Position
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.
Requirements
- Bachelor’s degree in Accounting or Finance
- 3–5 years of accounting experience
- Strong proficiency in QuickBooks Online
- Proficiency in Microsoft Excel, Outlook, and Word
- 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
Nice To Haves
- Experience working with multiple clients or engagements preferred
- Background in public accounting, outsourced accounting, or CAS practices strongly preferred
- QuickBooks Desktop experience a plus
- Ability or willingness to become a QuickBooks ProAdvisor
- Familiarity with cloud-based accounting tools and integrations
Responsibilities
- 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 Ensuring vendor compliance documentation (including W-9 collection)
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
