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Manager of Client Accounting Solutions

2 months ago


Chicago, Illinois, United States Daydreamer Outsourcing Full time

Position Overview: Client Accounting Services Manager

At Daydreamer Outsourcing, we are seeking an experienced CPA to spearhead our dedicated client accounting services division and cultivate robust partnerships with privately owned enterprises. If you excel in a team-oriented atmosphere, have a passion for mentorship and professional growth, and desire a balanced work-life dynamic, this opportunity is tailored for you.

Role Responsibilities:

As the Client Accounting Services Manager, you will serve as a trusted consultant and architect of client success. You will oversee a team of skilled professionals, offering them the necessary guidance and support to provide outstanding service. Your role will encompass a variety of responsibilities, from executing essential accounting functions such as reconciliations and financial reporting to managing projects and nurturing client relationships.

Key Duties:

  • Client Engagement: Direct client projects, ensuring precision and adherence to timelines. Establish strong rapport with clients, comprehending their requirements and surpassing their expectations.
  • Accounting Expertise: Execute comprehensive accounting services, including reconciliations, journal entries, financial statements, and forecasts. Prepare documentation for auditors and tax advisors.
  • Leadership Development: Oversee and mentor staff, providing training and fostering a collaborative team culture.
  • Technology Integration: Investigate and implement new accounting software solutions, train team members on their usage, and enhance their application for client projects.
  • Recruitment: Conduct interviews and assess candidates for permanent accounting roles.
Required Qualifications:
  • Must possess a Certified Public Accountant (CPA) designation.
  • Minimum of 6 years of comprehensive accounting experience, preferably in a mid-market CPA environment.
  • Experience with privately held businesses is essential.
  • Demonstrated leadership capabilities with a commitment to mentoring and professional development.
  • Strong communication and interpersonal skills to foster solid client relationships.
  • Bachelor's or master's degree in accounting is preferred.
  • Proficient in accounting software, including Excel, with a willingness to adopt new systems.
  • Must have reliable access to a vehicle for client and office engagements.