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Client Accounting Manager

Yoh
Bridgewater, MA Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

Client Accounting Manager

Location : Manalapan or Bridgewater, NJ Schedule : Fully onsite Salary : $75,000 - $85,000

Company : A rapidly growing Financial advisory firm. Qualifications :

  • 3 years' experience
  • Has as worked for a CPA firm or small to mid-sized firms covering financial accounting, tax and client investments

Responsibilities :

  • Will help the growing client base of investors to manage their financial accounts
  • File client's taxes and work with advisors and legal team to provide the best financial, wealth, tax, retirement planning
  • Support individual, family and small business clients throughout New Jersey - provide accounting services to clients.
  • Work with the client, financial advisor, estate attorneys to helps plan, guide, invest year over year.
  • File taxes for the clients and provide other accounting services that a CPA can do.
  • Report to the CEO and likely get involved in some firm accounting projects as well.
  • Responsible for strictly client's financials (you will NOT be responsible for the firm's payroll, budgeting, forecasting, AP, AR)
  • Note : Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

    Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Visit https : / / www.yoh.com / applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

    For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

    Salary : $75,000 - $85,000

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