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
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