You are the quarterback of a client portfolio, part relationship owner, part month-end close leader, part process builder. As a Client Manager, you oversee the monthly close from beginning to end for a portfolio of growing small business clients. You are the trusted point of contact, and you are supported by Accounting Specialists (bookkeepers) who complete as much of the work as can be delegated. You create and document the workflows they follow, train them on the process, and ensure the work is completed efficiently and on time. You complete the remaining work that cannot be delegated, then review the bookkeeping, reconciliations, and financial statements for accuracy and completeness, delivering clean, client-ready financials that help business owners run with confidence. This is a client-facing role for an accountant who enjoys people and accountability. You will answer client questions, understand their business and goals, and create a consistently great experience through clear communication, strong follow-through, and reliable delivery, all while keeping the work on track, within scope, and within time budgets.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed