Client Accounting and Advisory Services Manager

The Client Accounting and Advisory Services Manager position is responsible for leading a team of 4 – 5 accountants delivering monthly accounting and financial reporting. While this is a Manager role, this person will remain very hands-on and personally design policies, onboard new clients, deliver high-level accounting and advisory, and lead budgeting and forecasting while also delegating and managing the work of your team members.


  • Provide exceptional accounting and advisory service to our clients
  • Manage small business accounting projects for various clients
  • Onboarding new clients
  • Troubleshoot matters as the need arises
  • Managing distribution of workflows and deadlines
  • Record and reconcile monthly general ledger account activity, including accruals and prepaids
  • Analyze and monitor financial information, including variance analysis and cash management
  • Prepare year-end closings to be used for tax preparation purposes
  • Provide payroll services as needed, including monthly and quarterly payroll tax filings
  • Payment of vendor invoices utilizing bill pay software and wire transfers
  • Maintain client contact and provide excellent customer service
  • Proactively anticipate client needs
  • Provide training when necessary and review work of others
  • Keep abreast of the latest developments in technologies to deliver outstanding quality service
  • Complete special projects and other requests as needed


  • 10+ years of true debits and credits accounting experience
  • Experience in public accounting or other dynamic multi-client environment is a plus
  • Experience with managing personnel
  • Licensed CPA preferred but not required
  • QuickBooks experience required
  • Payroll experience preferred but not required
  • Proficient in Excel
  • Strong organizational skills
  • Attention to detail, ability to multi-task
  • Strong interpersonal skills

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