CareerPlan

Manager, Client Accounting Services, Small Business

2 LocationsFull-time2026-06-29 → 2026-11-13

Core

Manager for outsourced client accounting practice providing financial reporting, risk controls, and business advisory services to small business clients.

Role type

Manager, Client Accounting Services

Builds

Periodic financial reports, benchmarking, and business process improvements

Domain

Accounting / Small Business Services

Required skills

GAAP, financial reporting, risk controls, business advisory, team management, workflow optimization, MS Office, Sage Intacct, NetSuite, QuickBooks Online

Preferred skills

CPA, MBA, public accounting experience, professional services/consulting experience

Technologies

Sage Intacct, NetSuite, QuickBooks Online, MS Office

Responsibilities

Oversee and provide exceptional service to clients including accounting and advisory services; Manage production of monthly, quarterly, and financial reports and benchmarking; Provide recommendations for business and process improvements; Work with other managers to ensure workflows are efficient and streamlined; Coach, train, and mentor staff on client service, tax, and accounting matters; Oversight and management of current client engagement team

Seniority

Manager, hands-on leadership