Note: The job is a remote job and is open to candidates in USA. AB & Associates, Inc. is seeking a Client Accounting Services Manager to lead the day-to-day delivery of client accounting services and oversee the quality of financial reporting for a portfolio of clients. The role manages client relationships, reviews accounting work, supervises bookkeepers, oversees payroll and recurring business compliance, and improves processes and technology.
Responsibilities
- Serve as the primary accounting contact for an assigned portfolio of clients, building trusted, long-term professional relationships
- Deliver the highest standard of personalized, responsive, valuable, and proactive client service
- Communicate directly with business owners, executives, and other client representatives to resolve accounting matters and provide meaningful financial information
- Present and explain financial statements in clear, practical language that helps clients understand their businesses
- Anticipate client needs, identify issues early, and communicate solutions proactively
- Represent AB & Associates with professionalism, discretion, confidence, and sound judgment
- Oversee monthly and quarterly accounting and financial reporting for multiple clients and legal entities
- Review bookkeeping performed by supporting accounting staff, including bank and credit card reconciliations, transaction classifications, and supporting schedules
- Prepare and review adjusting journal entries, accruals, prepaids, loan reconciliations, payroll entries, and other accounting adjustments
- Ensure accurate, complete, and properly supported balance sheets and income statements
- Analyze financial results, investigate unusual balances and variances, and resolve discrepancies before financial statements are delivered
- Understand and apply cash-basis and accrual-basis accounting principles as appropriate
- Coordinate closely with the firm's tax team to ensure consistency between accounting records, tax adjustments, and filed returns
- Maintain high-quality accounting records and documentation suitable for professional CPA firm standards
- Oversee payroll processing through Gusto and other applicable payroll platforms
- Understand payroll calculations, employee and employer taxes, withholdings, benefits, payroll liabilities, and related journal entries
- Coordinate payroll processing with clients and the firm's tax professionals, including shareholder compensation and other client-specific requirements
- Oversee recurring non-income-tax compliance obligations, including business licenses, entity renewals, information filings, and limited sales tax reporting
- Maintain reliable tracking systems to ensure recurring deadlines are completed accurately and on time
- Supervise, train, and review work performed by bookkeepers
- Establish clear expectations, responsibilities, deadlines, and quality-control procedures
- Effectively delegate transactional bookkeeping while retaining ownership of technical accounting, financial reporting, and client relationships
- Provide constructive feedback, resolve technical accounting questions, and support the professional development of team members
- Collaborate with the firm's tax professionals and leadership to deliver a seamless client experience
- Identify opportunities to improve accuracy, consistency, efficiency, and the client experience
- Leverage QuickBooks Online, workflow management systems, automation, and AI-assisted tools to reduce repetitive work and improve reporting
- Develop and enhance standardized checklists, workflows, reporting packages, and quality-control procedures
- Evaluate new technologies and recommend practical improvements while maintaining appropriate professional review and data-security standards
- Help build a scalable client accounting services function capable of supporting continued growth
Skills
- Minimum 6–8 years of progressive accounting experience, including significant hands-on bookkeeping, financial reporting, and month-end close responsibilities
- At least 2 years of experience supervising, reviewing, or managing accounting work performed by others
- Prior experience in a CPA firm, outsourced accounting practice, or a comparable multi-client accounting environment
- Advanced proficiency in QuickBooks Online, including reconciliations, journal entries, troubleshooting, and multi-entity accounting
- Strong understanding of U.S. accounting principles, debit/credit fundamentals, accrual accounting, financial statements, and cash flow
- Solid practical knowledge of payroll accounting, payroll liabilities, and payroll processing
- Demonstrated ability to independently review financial statements, identify accounting errors, and resolve complex accounting issues
- Outstanding written and verbal communication skills, with the ability to explain financial matters clearly and professionally to business owners and clients
- Proven ability to manage multiple client relationships, competing deadlines, and confidential financial information
- Excellent organizational skills, attention to detail, critical thinking, and professional judgment
- Confidence working independently in a remote environment while maintaining excellent responsiveness and team communication
- Strong technological proficiency and enthusiasm for process improvement
- Bachelor's degree in Accounting or Finance
- CPA license or relevant professional accounting certification
- QuickBooks Online ProAdvisor certification
- Experience using Gusto, Canopy, and other cloud-based accounting or workflow platforms
- Experience serving high-net-worth clients, real estate investors, closely held businesses, or multi-entity ownership structures
- Experience preparing and presenting management-level financial reports
- Experience implementing accounting automation, AI-assisted workflows, and internal controls
Benefits
- Work directly with firm leadership.
- Develop meaningful relationships with sophisticated clients.
- Help shape the future of the firm's client accounting services.
- A collaborative, professional, technology-forward environment that values initiative, independent thinking, quality work, and exceptional client service.
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