Job Description
Description:
Client Account Services Manager
TRP Sumner PLLC is seeking a highly skilled and experienced Client Account Services Manager to help lead our client account team. This pivotal role offers an exciting opportunity to work closely with high-level clients, ensuring exceptional service delivery while managing a dynamic and fast-paced environment. If you possess strong accounting expertise, excellent client management skills, and a proven track record in a CPA firm setting, we invite you to join our dedicated team.
Key Responsibilities:
- Oversee and manage clients engagements, ensuring high-quality service and client satisfaction
- Serve as the primary point of contact for high-level clients, addressing their needs and maintaining strong relationships
- Supervise and mentor direct reports, fostering professional development and team cohesion
- Coordinate and juggle multiple client accounts and tasks efficiently, ensuring deadlines are met
- Collaborate with outsourced clients, managing workflows and ensuring compliance with client requirements
- Utilize QuickBooks Online and other bookkeeping and payroll software to maintain accurate financial records
- Review and oversee bookkeeping, payroll, and financial reporting processes
- Work closely with senior management to develop and implement client service strategies and improvements
- Ensure adherence to industry standards, regulations, and best practices within a CPA firm environment
At TRP Sumner PLLC, we foster a collaborative and growth-oriented environment. We are committed to supporting our team members' professional development and offering a rewarding career path. Join us to be part of a dynamic firm that values expertise, integrity, and client success.
Requirements:Skills and Qualifications:
- Minimum of 8 years of experience in accounting, bookkeeping, or related roles, with significant experience in a CPA firm setting
- Proven expertise in managing client accounts with high levels of involvement and complexity
- Strong proficiency in QuickBooks Online, along with other bookkeeping and payroll software
- Excellent organizational skills with the ability to manage multiple tasks simultaneously
- Demonstrated leadership and supervisory abilities, including managing direct reports
- Exceptional communication and interpersonal skills for high-level client engagement
- Ability to work effectively under pressure and adapt to changing priorities
- Knowledge of industry regulations, standards, and best practices in accounting and payroll
...Licenses/Certifications ~ None required Tools & Equipment (Other than general office equipment): ~ None Accommodations Sheetz is committed to the full inclusion of all qualified individuals. Sheetz is committed to considering all applicants regardless of...
...advancement ~ Vision insurance ~ Bonus based on performance Do you love crafting immersive experiences? Are you skilled in carpentry and excited about integrating technology into your builds? Were looking for a creative and hands-on Construction & Props...
...Aircraft Mechanic 2 (CH-47/AH-64/UH-60 NDI II) Wheeler AAF, HI - CBA The Aircraft Mechanic 2 (CH-47/AH-64/UH-60 NDI II) oversees and performs maintenance on helicopters, excluding repair of systems according to drawings, blueprints, directives, technical manuals and...
...experience in copywriting, preferably in fashion, beauty or lifestyle ~ Familiarity with SEO, digital marketing, and persuasive writing. ~ Strong organizational and project management skills. ~ Proficiency in Microsoft Office or Google Apps. ~ Experience with project...
...A leading cloud platform for insurance is seeking a Remote Inbound Customer Service Representative. This entry-level role involves... ...about services and claims. Candidates should have prior call center experience and possess strong communication skills. Comprehensive...