Client Accounting Services Manager
Addison Group
We are partnering with a growing, privately-held public accounting firm founded by former Big 4 auditors with a clear vision: build a firm that delivers exceptional client service without sacrificing culture. The team is young, driven, and intentional about creating an environment that is collaborative, family-friendly, and built for long-term growth. This is a place where talented professionals can do meaningful work and genuinely enjoy where they work. Position Overview We are seeking an experienced accounting professional to join the firm in a manager-level capacity, overseeing client-facing bookkeeping operations and ensuring the integrity of financial records across a diverse client portfolio. The right candidate will bring deep technical knowledge, a detail-oriented mindset, and the ability to lead a team while maintaining high standards of accuracy ahead of reporting and tax deadlines. Key Responsibilities Lead and manage bookkeeping functions for a portfolio of clients spanning multiple industries, ensuring timely and accurate financial recordkeeping Perform and oversee account reconciliations including bank accounts, credit cards, and balance sheet accounts Review and maintain the accuracy of transaction recording within accounting software platforms Analyze and refine journal entries to ensure proper financial reporting Conduct thorough reviews of periodic and year-end financial statements before distribution internally or externally Partner cross-functionally with other departments to align financial data with broader reporting and compliance needs Coach, develop, and support a team of accounting staff, fostering a culture of accuracy and continuous improvement Evaluate existing workflows and champion process improvements that enhance efficiency and reporting quality Act as a subject matter resource for client inquiries involving complex bookkeeping matters Qualifications 5+ years of experience in an accounting or bookkeeping capacity, with preference given to candidates from client-service or multi-account environments Advanced proficiency in QuickBooks (Desktop and/or Online) Solid command of full-cycle accounting principles including reconciliations and journal entries Familiarity with payroll processes and how they integrate with financial reporting Demonstrated ability to review financial statements for completeness and accuracy Cross-industry experience is a plus Proven ability to lead and develop staff in a professional setting Strong organizational skills and a methodical approach to problem-solving Clear and effective communicator, both written and verbal CPA or equivalent credential is welcomed but not required #J-18808-Ljbffr Addison Group
$80k - $95k
...Job Description Job Description Job Title: Commercial Lines Account Executive | Client Service Manager Salary: $80,000 - $95,000 plus comprehensive health benefits Location: Oklahoma City, OK Job Summary: As a Commercial Lines Account Executive or Client...SuggestedWork experience placementWork at office$50k - $70k
...of Patriot Growth Insurance Services FBinsure is a leader in providing... ...and risk solutions for our clients. Our mission, through the... ...Personal Lines Client Service Manager (CSM) is responsible for providing... ...attempt to upsell/round accounts to meet team goals. Answer specific...SuggestedFull timeTemporary workWork at officeLocal areaWork from homeFlexible hoursNight shift- ...Overview Position Overview The Director of Client Services is a regional position responsible for... ...sustainable growth for the nurse case management offering and other company products... ...oversee a growing portfolio of regional accounts and manage clients, prospects, vendors...SuggestedWork experience placementWork at officeRemote work
$240k - $288k
...Resilience Solutions (ZRS) is seeking a Client Partner/Strategic Account Executive to join the Sales &... ...solutions and/or delivery of consulting service engagements aimed at achieving business... ...30-50%. Responsibilities Actively manage daily work to achieve delivery of own...SuggestedFull timeContract workApprenticeshipWork at officeLocal areaRemote workVisa sponsorship$70k - $80k
...| Hybrid | In-Office Oklahoma City, OK – Small to Mid-Accounts Manager | $70k–$80k | AMS360 preferred Tulsa, OK – Middle Market... ...600k BOB | 1 producer | EPIC Bartlesville, OK – Senior Client Service Specialist | $90k–$105k | Middle Market | EPIC Stillwater...SuggestedWork at officeRemote work- Foundever is looking for an Account Manager to serve as the primary client service delivery contact. This role involves developing strong client relationships, handling inquiries, and ensuring successful implementation of services. You will be accountable for client satisfaction...Remote job
- A leading insurance brokerage in Massachusetts is looking for an individual to manage client relationships and perform account servicing for Commercial Lines clients. You will handle various client transactions, identify cross-sell opportunities, and maintain detailed client...
$45k - $65k
NFP, an Aon company, is looking for a Client Services Manager in Oklahoma City. This role involves coordinating client appointments, preparing account paperwork, and ensuring excellent client service in a friendly work environment. Ideal candidates will possess strong...- ...Weare hiring a Virtual Travel Client Services Coordinator to assist clientsthroughout their travel journey. In this role, you will provide support, sharehelpful information, and ensure clients feel prepared for their trips. Key Responsibilities Communicate withclients...Remote workFlexible hours
$27 per hour
...About the job Client Service Coordinator-REMOTE Location: REMOTE Position Type: Contract Pay... ...primary coordinator for assigned customer accounts, ensuring accurate and timely responses to client inquiries. Quote and Order Management: Prepare and manage customer quotes for...Hourly payContract workWork at officeRemote work$160k - $190k
...Client Engagement Executive - Insurance – East Coast Candidates preferred Remote - United... .... As an expert technology adviser and managed service provider with cross-platform... ...Engagement Executive, you will be the primary account executive responsible for cultivating and...Full timeTemporary workWork experience placementRemote workFlexible hours$15 - $17.7 per hour
...Client Service Coordinator This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants... ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper...Hourly payMinimum wageLocal areaShift workAfternoon shift$114k - $142k
...will impact the company significantly by driving revenue growth through effective account management. Your ability to identify new business opportunities and provide exceptional service will enhance customer satisfaction and strengthen Honeywell's position in the market...Permanent employmentContract workTemporary workWork experience placementWork at officeFlexible hours$75k - $90k
...Job Description Job Description Commercial Lines Account Manager – Small to Mid-Market Accounts (Oklahoma) Salary: $75,000 – $9... ...lines background and a passion for delivering exceptional client service? We’re seeking a Commercial Lines Account Manager to join a...Work at office- ...The Consultant - Customer Success Manager (Adobe Practice) performs client relationship management, value measurement execution, and stakeholder engagement... ...culture, success challenges, and value drivers Manage account relationships with appropriate client stakeholders,...InternshipLocal areaRemote work
- ...A travel services company is hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey. This role involves communicating with clients via email, phone, and chat, helping with travel plans, and providing information about destinations...Remote workFlexible hours
$51.7k - $88.55k
...on new logo and customer retention. As a Senior Account & Relationship Manager, you will expand your client portfolio, actively identifying and developing new... ...and product demonstrations. Negotiate product/service terms with moderate authority. Maintain comprehensive...Permanent employmentWork at officeRemote work- ...families and individuals #128313;Educate clients on policies that prevent financial disaster during times of loss #128313;Manage your own book of business through virtual... ...necessary #128313;Represent core values: Service Over Sales, always putting clients first...Full time
- Customer Engagement Manager page is loaded## Customer Engagement Managerlocations: Oklahoma... ...which support accurate, fair service and the timely completion of complex to... ...appropriately addressed; hold Team Leaders accountable for Colleague development within their area...Work at officeWork from homeHome office
$125k - $160k
...Account Executive - Wholesale Commercial Lines Join to apply for the Account Executive -... ...Travel: ~2 days/month for trade shows & client meetings Start Date: ASAP Overview Our client... ...an experienced Remote Territory Sales Manager to drive growth across the New England region...Full timeWork at officeLocal areaImmediate startRemote work$130k - $140k
The Client Engagement Manager serves as the primary post-sales delivery leader and client liaison. Partnering with a team of Operation Specialists... ...growth opportunities.Reporting in to the Director, Services, the Client Engagement Manager will act as a strategic advisor...$20 - $22 per hour
Help at Home in Oklahoma City is looking for a Client Service Supervisor. The role involves overseeing client care plans, managing homecare aides, and ensuring quality service delivery. Candidates should demonstrate strong organizational and problem-solving skills, with...Hourly pay- ...is a SOC 2, Type II Compliant IT management and cybersecurity firm with offices... ...Albany, NY. ADNET works closely with clients to provide industry-leading service across three core areas—Managed IT... ...of consultative sales, account management, and technology.ResponsibilitiesDrive...Local areaNight shiftWeekend workAfternoon shift
- Citizens Bank is seeking a Citizens Private Client Relationship Manager (PCRM) in Massachusetts to engage with affluent clients and exceed their expectations. In this role, you will acquire new clients, develop financial strategies, and ensure high levels of client satisfaction...Full timeFlexible hours
$95k - $120.65k
...Inc. is seeking an Associate Strategic Client Executive to enhance client relationships... ...drive revenue growth. This role involves managing a specific book of business, ensuring... ...growth through additional products and services. Candidates should have 5+ years in client...Remote jobWork at office$120k - $250k
...provider of IT solutions and services. Over 17,000 organizations... ...Job Summary The Strategic Account Executive will drive strategic... .... Pipeline & Opportunity Management: Build and manage a robust... ...Requirements Expertise in client relationship building and new...Work experience placementWork at officeRemote workWorldwideHome officeFlexible hours- ...provider of IT solutions and services. Over 17,000 organizations... ...Job Summary The Global Account Executive will be responsible... ...In collaboration with Sales Management, identify, create, develop and... ...Intermediate Expertise in client relationship building and new...Work experience placementWork at officeLocal areaWorldwideFlexible hours
$83k - $104k
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished... ...continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (...Local areaFlexible hours- The primary purpose of the Client Services Director is to lead the day-to-day delivery of HOW's direct client services while managing a small team of staff. The Director conducts intake and 1:1 consultations with women living with chronic or serious health conditions,...Full time
- New Charter Technologies, Llc is seeking an Engagement Manager to grow client relationships and drive sales. This remote role requires 5+ years of B2B sales experience, ideally in IT services. Candidates should have strong consultative selling skills and excellent communication...Remote job
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