Client Accounting Lead

2 weeks ago


Annapolis, United States latitude Full time

Client Accounting Lead

The Client Accounting Manager is responsible for computing, classifying, and calculating the fundamental aspects of a client's financial recordkeeping, including recording financial transactions, managing accounts payable and receivable, cash management, balance sheet reconciliations and financial reporting.

Essential duties and responsibilities

•Lead a team of professional accountants and bookkeepers who are responsible for financial reporting and the accounting functions for a portfolio of managed and leased real estate in multi-state environment.

•Maintain exemplary relationships with multiple clients and internal stakeholders that include, Executive Team, Operations, Sales & Marketing and Finance Planning and Analysis.

•Oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or financial reporting standards.

•Develop staff by managing performance, setting goals, providing ongoing training, and maintaining strong employee relationships.

•Manages the onboarding process of new clients to include bank accounts, merchant accounts, •Assess current practices and procedures and make recommendations for improvements.

•Ensures compliance with local, state, and federal government requirements.

•Prepares budget templates and assists with budget preparation.

•Prepare monthly client invoices in accordance with the Management Agreement.

•Work with client internal and external auditors to ensure correct and timely closing and reporting at year-end.

Qualification requirements

•Bachelor's degree in accounting, CPA preferred.

•7+ years of progressive accounting experience required.

•3+ years of leadership experience required.

•US GAAP training and experience.

•Experience with acquisitions and purchase price allocations.

•Excellent verbal and written communication abilities across all levels of an organization.

•Strong leadership skills with a dedication to driving and achieving results.

•Ability to effectively present information in one-on-one and/or group situations to management, clients, and other employees of the organization.

•Ability to define problems, collect data, establish facts, and draw valid conclusion.

•Advanced Microsoft Excel skills required.

•Experience with Quickbooks and Sage Intacct preferred.

•Excellent analytical and problem-solving skills; high degree of accuracy, attention to detail and confidentiality.



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