Note: The job is a remote job and is open to candidates in USA. AB & Associates, Inc. is seeking a Client Accounting Services Manager to lead the day-to-day delivery of client accounting services and oversee the quality of financial reporting for a portfolio of clients. The role manages client relationships, reviews accounting work, supervises bookkeepers, oversees payroll and recurring business compliance, and improves processes and technology.

Responsibilities

• Serve as the primary accounting contact for an assigned portfolio of clients, building trusted, long-term professional relationships
• Deliver the highest standard of personalized, responsive, valuable, and proactive client service
• Communicate directly with business owners, executives, and other client representatives to resolve accounting matters and provide meaningful financial information
• Present and explain financial statements in clear, practical language that helps clients understand their businesses
• Anticipate client needs, identify issues early, and communicate solutions proactively
• Represent AB & Associates with professionalism, discretion, confidence, and sound judgment
• Oversee monthly and quarterly accounting and financial reporting for multiple clients and legal entities
• Review bookkeeping performed by supporting accounting staff, including bank and credit card reconciliations, transaction classifications, and supporting schedules
• Prepare and review adjusting journal entries, accruals, prepaids, loan reconciliations, payroll entries, and other accounting adjustments
• Ensure accurate, complete, and properly supported balance sheets and income statements
• Analyze financial results, investigate unusual balances and variances, and resolve discrepancies before financial statements are delivered
• Understand and apply cash-basis and accrual-basis accounting principles as appropriate
• Coordinate closely with the firm's tax team to ensure consistency between accounting records, tax adjustments, and filed returns
• Maintain high-quality accounting records and documentation suitable for professional CPA firm standards
• Oversee payroll processing through Gusto and other applicable payroll platforms
• Understand payroll calculations, employee and employer taxes, withholdings, benefits, payroll liabilities, and related journal entries
• Coordinate payroll processing with clients and the firm's tax professionals, including shareholder compensation and other client-specific requirements
• Oversee recurring non-income-tax compliance obligations, including business licenses, entity renewals, information filings, and limited sales tax reporting
• Maintain reliable tracking systems to ensure recurring deadlines are completed accurately and on time
• Supervise, train, and review work performed by bookkeepers
• Establish clear expectations, responsibilities, deadlines, and quality-control procedures
• Effectively delegate transactional bookkeeping while retaining ownership of technical accounting, financial reporting, and client relationships
• Provide constructive feedback, resolve technical accounting questions, and support the professional development of team members
• Collaborate with the firm's tax professionals and leadership to deliver a seamless client experience
• Identify opportunities to improve accuracy, consistency, efficiency, and the client experience
• Leverage QuickBooks Online, workflow management systems, automation, and AI-assisted tools to reduce repetitive work and improve reporting
• Develop and enhance standardized checklists, workflows, reporting packages, and quality-control procedures
• Evaluate new technologies and recommend practical improvements while maintaining appropriate professional review and data-security standards
• Help build a scalable client accounting services function capable of supporting continued growth

Skills

• Minimum 6–8 years of progressive accounting experience, including significant hands-on bookkeeping, financial reporting, and month-end close responsibilities
• At least 2 years of experience supervising, reviewing, or managing accounting work performed by others
• Prior experience in a CPA firm, outsourced accounting practice, or a comparable multi-client accounting environment
• Advanced proficiency in QuickBooks Online, including reconciliations, journal entries, troubleshooting, and multi-entity accounting
• Strong understanding of U.S. accounting principles, debit/credit fundamentals, accrual accounting, financial statements, and cash flow
• Solid practical knowledge of payroll accounting, payroll liabilities, and payroll processing
• Demonstrated ability to independently review financial statements, identify accounting errors, and resolve complex accounting issues
• Outstanding written and verbal communication skills, with the ability to explain financial matters clearly and professionally to business owners and clients
• Proven ability to manage multiple client relationships, competing deadlines, and confidential financial information
• Excellent organizational skills, attention to detail, critical thinking, and professional judgment
• Confidence working independently in a remote environment while maintaining excellent responsiveness and team communication
• Strong technological proficiency and enthusiasm for process improvement
• Bachelor's degree in Accounting or Finance
• CPA license or relevant professional accounting certification
• QuickBooks Online ProAdvisor certification
• Experience using Gusto, Canopy, and other cloud-based accounting or workflow platforms
• Experience serving high-net-worth clients, real estate investors, closely held businesses, or multi-entity ownership structures
• Experience preparing and presenting management-level financial reports
• Experience implementing accounting automation, AI-assisted workflows, and internal controls

Benefits

• Work directly with firm leadership.
• Develop meaningful relationships with sophisticated clients.
• Help shape the future of the firm's client accounting services.
• A collaborative, professional, technology-forward environment that values initiative, independent thinking, quality work, and exceptional client service.

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