Position Overview
Description
We are seeking an experienced Accounting Manager / Client Services Manager to take full ownership of a dedicated portfolio of 80–100+ business and individual clients. This role operates as an “accounting firm within an accounting firm” and requires strong leadership, technical accounting and tax expertise, exceptional client service, and the ability to mentor and oversee bookkeeping staff.
The ideal candidate is proactive, organized, client‑focused, and comfortable managing both people and processes while maintaining the highest professional standards.
Client Accounting & Advisory
+ Serve as the primary point of contact for assigned clients, maintaining meaningful monthly communication and documenting interactions
+ Review monthly financial statements promptly to ensure accuracy, compliance, and timely delivery
+ Provide ongoing consulting, accounting guidance, and proactive tax planning based on client needs
+...