Position: Client Account Services Manager
CPA firm seeking a hands-on, accountant/manager who will support our Outsourced CFO Services Division. Candidate requires strong attention to detail as well as the ability to collaborate and deliver. Responsible for bookkeeping, closing the books, creating financial reports, and assisting in maintaining the firms strong client relationships.
Responsibilities: " Develop an understanding of a clients business and aspects of their industry. " Client write-up and preparation of financial statements on a monthly, quarterly, and annual basis " Review and prepare clear and concise working papers. " Organize and consult with clients on transactional issues. " Assist with onboarding new clients. " Preparation of Key Performance Indicators (KPIs) and other management reports " Assisting and maintaining clients' annual operating plan/budgets " Provide training for new clients and staff in the use of shared software applications. " Manage multiple client engagements and projects concurrently with assigned teams. " Serve as a trusted advisor and build and maintain valued-added relationships with clients and their teams. " Contribute to special projects, as needed. Qualifications, Skills, and Experience: " Bachelors degree in accounting required. " 7-10+ years of progressive experience in public accounting or related experience " 3-5 years of supervisory experience " Must have active CPA or equivalent certification. " Ability to multi-task, work independently and in a team environment. " Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally " Expert working skills with Microsoft Excel and Word " Experience in Client Account Services is a plus. " Ability to problem-solve and think both creatively and logically. " Small to mid-sized company background is preferred, additional large company exposure a plus. " Knowledge/experience with QuickBooks, Xero, Shopify, and bill.com a plus " Working knowledge of other applicable accounting technology " Understanding of E-Commerce and Inventory accounting is a plus as well.
Benefits
10 Paid holidays per year
3+ weeks of PTO
30 hours of sick time per year
401k with employer match
Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Vincent Steger is recruiting for this position and the positions below.
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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 03/31/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders, Inc is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.