Client Accounting Services Manager

The CAS Manager will be responsible for account reconciliations, preparing financial statements, managing client billing and payments, managing client engagements, delivering high-quality assurance and advisory services, and communicating with clients to understand their needs.

Responsibilities

• • Perform account reconciliations and prepare financial statements
  • Managing client billing and payments
  • Manage client engagements, delivering high-quality assurance and advisory services
  • Communicate with clients to understand their needs
  • Manage the proposal, engagement, onboarding & assignment process of new clients
  • Initiate, develop, and maintain client & associate relationships
  • Catch up & clean-up of outdated or incomplete accounting books
  • Provide a broad range of accounting support and bookkeeping services to various clients
  • Completing and reviewing of month-end work
  • Preparing and reviewing monthly, quarterly, and annual multi-state payroll tax returns (940/944/941/SUI)
  • Preparing and processing annual W-2’s, 1099’s, and property renditions
  • Calculating and reviewing monthly multi-state sales tax liability
  • Special projects such as generating Percentage of Completion schedules, 401K reconciliation, reconciling payroll journal entries, creating payroll template mapping for third party software uploads
  • Train and mentor associates on company processes, accounting theory & procedures, and client transitions

Qualifications

• • Bachelor’s degree in accounting or finance
  • At least 8 (eight) years of accounting experience
  • Prior public accounting experience required
  • Prior supervisory/management experience
  • CPA would be a plus
  • Strong knowledge of accounting principles and practices
  • Experience in using accounting software such as QuickBooks, Xero, or Sage
  • Experience in managing client billing and payments, and preparing financial statements
  • Proficiency in Excel
  • Excellent customer follow-up and communication skills
  • Ability to work independently, while also being a strong team player
  • Strong analytical and problem-solving skills