Client Financial Services Manager

1 week ago

Columbia, South Carolina, United States Accounting Plus Full time
Job Overview

About This Role

Are you dedicated to delivering exceptional client service while utilizing your accounting knowledge to drive meaningful results? As a Client Financial Services Manager at Accounting Plus, you will be instrumental in fostering the financial well-being of our esteemed clients. Collaborating closely with the Controller/CFO within our innovative Plus Pod team, you will establish yourself as a trusted partner and oversee a diverse portfolio of client accounts.

Key Responsibilities:

  • Act as the main liaison for a designated group of clients, cultivating strong relationships and fulfilling their accounting requirements.
  • Manage comprehensive client accounting tasks within QuickBooks Online (QBO), including monthly reconciliations, sales tax submissions, and 1099 preparations.
  • Supervise payroll processing, administration, and reporting, ensuring precision and adherence to regulations.
  • Maintain proactive communication with clients regarding their accounts, providing timely updates and addressing any questions.
  • Facilitate the onboarding process for new clients, ensuring a smooth transition of their financial information.

Primary Objectives:

  • Handle a substantial volume of client work, effectively prioritizing tasks to meet deadlines and surpass client expectations.
  • Guarantee the accuracy and reliability of all financial data, equipping clients with trustworthy information to aid their business decisions.
  • Execute payroll processes flawlessly, minimizing errors and ensuring compliance with relevant regulations.
  • Prepare precise and insightful financial statements, empowering Controllers, CFOs, and clients to make informed financial choices.

Preferred Qualifications:

  • Bachelor's degree in Accounting or a related discipline.
  • A minimum of 2 years of experience in either private or public accounting.
  • Strong expertise in QuickBooks Online.
  • Outstanding time management, organizational, and communication abilities.
  • Capability to work autonomously as well as collaboratively within a team.

Why Choose Us:

  • Make a tangible impact on the financial success of our valued clients.
  • Be part of a nurturing and collaborative team culture.
  • Enjoy a competitive compensation package along with opportunities for professional advancement.

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