Senior Manager, Client Accounting Services

Job Title: Senior Manager, Client Accounting Services 

Department: CAS (Client Accounting Services) 

Location: Remote 

Job Summary: We are seeking a highly skilled and experienced Senior Manager for our Client Accounting Services Department to join our team. You will oversee and manage the accounting needs of our business, high-net-worth, family office clients. The ideal candidate will have a strong background in accounting, finance, and client services, as well as the ability to manage a team and interact directly with clients.

Successful candidates should have the following:

• 7+ years of experience in a controller or client accounting services position.
• Proven experience in accounting and financial management
• Strong leadership and management skills
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Proficiency in accounting software and financial management systems
• Knowledge of regulatory requirements and financial standards

Educational Requirements:

• A bachelor’s degree in accounting, finance, or economics is required.
• CPA Certification or CPA in progress.  
• MBA or MST Degree.

Responsibilities:

• Generate new prospects and networking opportunities.

• Develop and maintain client relationships, addressing any inquiries or concerns promptly.
• Establish, monitor, and enforce a comprehensive set of internal controls and develop policies and procedures regarding accounting and financial-related issues.
• Oversee the monthly, quarterly, and annual close cycle, including all relevant journal entries, accruals, reconciliations, variance analysis, and associated reporting requirements.
• Establish GAAP accounting standards and procedures.
• Review financial reports and statements to ensure compliance with regulations and accuracy in reporting.
• Prepare various monthly and annual corporate financial reports for clients, including consolidated financial statements, income statements, balance sheets, cash-flow statements, etc.
• Support cross-functional accounting and finance systems implementation integrations.
• Lead and guide staff through mentorship and assistance.