Client Accounting Services Senior Manager

Eide Bailly LLP•Salt Lake City, UT

1d•Hybrid

About The Position

The Client Accounting Services Senior Manager will manage client relationships by monitoring client needs and building value into professional service. This role will oversee a team of accountants providing accounting services for clients from a multi-faceted approach. The Senior Manager will work closely with accounting clients to assess their business and financial needs, utilize technology for real-time accounting transactions, and customize financial reporting. Responsibilities include preparing and analyzing key performance indicators, providing advice on financial information and projections, overseeing month/quarter/period end processes, and managing the preparation of various reports and returns. The role also involves evaluating solutions to client problems, marketing services, developing business, seeking feedback for service improvement, developing new product offerings, providing mentoring and training, managing client billings, participating in community and industry functions, and ensuring timely and accurate project performance within budget and deadlines.

Requirements

Bachelor’s Degree in Accounting preferred; an equivalent combination of education and experience may be substituted.
10+ years of accounting or bookkeeping experience required.
Strong preference for construction industry experience.
Valid CPA or CMA license or working towards obtaining one of these licenses preferred.
Strong knowledge of GAAP and comfort handling complex accounting issues.
Skilled in networking and developing business.
Ability to think innovatively to incorporate technology solutions and streamlined processes.
Ability to communicate clearly in writing and verbally.
Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
Ability to establish and maintain effective working relationships with co-workers and clients.
Proficient with computers, Microsoft Office (Word and Excel), QuickBooks, and using various software packages.
Must be authorized to work in the United States now or in the future without visa sponsorship.

Nice To Haves

Construction industry experience
Valid CPA or CMA license or working towards obtaining one of these licenses

Responsibilities

Manages client relationships by monitoring client needs and building value into professional service.
Oversee a team of accountants working together to provide accounting services for clients from a multi-faceted approach.
Work closely with accounting clients to assess ever-changing business and financial needs.
Utilize technology to properly account for all accounting transactions for the client in real-time.
Customize client financial reporting to meet their needs and help them better manage their businesses.
Prepare and analyze client’s key performance indicators and other management reports.
Provide ongoing advice to clients relating to historical financial information as well as financial projections.
Oversee the month/quarter/period end process including a review of month-end balancing and journal entries, analysis of GL accounts, coding and completion of data entry bank statements, and other bookkeeping transactions.
Manages the preparation of reports, returns, and other documents required, including sales tax reports, payroll reports, year-end tax forms, monthly/quarterly/annual financial statements and other reports required by clients.
Evaluate the costs, benefits and risks of alternative solutions to client problems or needs.
Market services provided by outsourced accounting team and cross sell services offered by others within the firm.
Capitalize on personal and professional experiences in order to develop business and practice lines.
Actively seek feedback in order to develop the outsourced accounting services line.
Develop new product offerings based on identified needs of clients.
Provide mentoring and technical training for staff and managers in the outsourced accounting services area.
Manage client billings to ensure they reflect the accounting services provided.
Participate in community organizations and industry functions.
Ensure timely and accurate performance on assigned projects.
Maintain compliance with project budgets, turnaround times, and deadlines.