What are the responsibilities and job description for the Manager, Client Accounting Services position at Pease Bell CPAs?
Client Accounting Services Manager
Pease Bell CPAs is a dynamic, mid-sized accounting firm experiencing rapid growth as we serve a diverse, nationwide client base. With multiple office locations and over 160 dedicated team members, we continue to prioritize exceptional client service, which has established us as a leader in the competitive CPA landscape.
Our clients rely on us for expertise across a broad range of services, including Accounting Advisory, Audit & Assurance, Business Consulting, Buy-Side Advisory, Employee Benefit Plans, Estate Planning, Mergers & Acquisitions, and Tax Compliance & Consulting. We work with clients in varied industries, from Construction and Healthcare to Manufacturing, Real Estate, and beyond.
Position Summary: We are seeking an experienced, client-centered Client Accounting Services Manager to join our team. In this role, you’ll act as a fractional Controller or CFO for our clients, providing high-level guidance and hands-on support. Your role will include managing client accounts, overseeing service teams, and delivering precise, end-to-end accounting solutions. This is an exciting opportunity to work in an advisory capacity, guiding clients across multiple engagements and industries.
Key Responsibilities:
• Deliver monthly and quarterly financial statements to clients.
• Provide insightful consulting on business management, cash flow management, and other financial matters.
• Communicate proactively with clients, ensuring responsiveness and clarity.
• Mentor and train junior staff to support their growth and development.
• Onboard new clients by developing tailored accounting systems that fit their needs and our environment.
• Maintain a strong understanding of business tax principles (business tax background preferred).
Qualifications:
• Bachelor’s Degree or equivalent experience in a related field.
• Proven expertise in accounting and financial reporting.
• Solid understanding of business operations and financial management.
• Proficiency in QuickBooks Online, Bill.com, and Jetpack.
• Strong client relationship management skills.
• Ability to handle multiple priorities and meet critical deadlines.
Why Pease Bell? We offer a competitive salary, outstanding benefits, flexible work schedules, and exceptional career advancement for driven individuals. We support continuing education and professional certifications, ensuring our team is always growing and evolving with industry standards.
To apply, please send your cover letter and resume to Marne Friedman at mfriedman@peasebell.com. Join Pease Bell and take the next step in your career with a firm committed to excellence and innovation in client service!