Manager, Client Account Services

Job Description

Job Description

We are looking for an experienced Manager Client Account Services to lead financial operations for a portfolio of clients in Marlboro, New Jersey. This role combines hands-on accounting oversight, client relationship management, and team leadership to ensure accurate reporting, timely deliverables, and responsive day-to-day support. The ideal candidate brings strong business management expertise and can translate financial results into clear, practical guidance for both clients and internal leadership.

Benefits:

Medical, Dental, Vision

Responsibilities:

• Direct accounting support for a group of business management clients, serving as a primary point of contact for financial matters and ongoing communications.

• Lead core transactional processes across multiple client accounts, including payables, receivables, and payroll administration.

• Oversee month-end activities such as reconciliations, journal entries, and the preparation of financial statements using both cash and accrual methods.

• Review period-to-period financial changes, identify notable trends, and communicate findings clearly to clients and firm leadership.

• Develop meeting materials and present financial updates in a concise, organized manner that supports informed decision-making.

• Coordinate the setup of new client engagements, including bookkeeping cleanup and updates needed to bring records current.

• Organize daily operations and monthly deadlines across several accounts while balancing workload among team members.

• Provide guidance to staff, resolve routine questions, and help maintain efficient workflow across client service activities.

• Keep leadership informed on account progress, outstanding issues, and resource needs across the team.

• At least 10 years of experience in client accounting, outsourced accounting, or business management, including prior responsibility for supervising staff.
• Strong command of accounts payable, accounts receivable, payroll processing, reconciliations, and full month-end close procedures.
• Demonstrated experience preparing financial statements under both accrual-basis and cash-basis accounting.
• Proficiency with QuickBooks Online and QuickBooks Desktop.
• Familiarity with payroll platforms and third-party payroll service providers.
• Effective communication and relationship-building skills with the ability to work closely with clients, colleagues, and leadership.
• Proven organizational skills with the ability to manage multiple clients, competing deadlines, and team priorities simultaneously.
• Bachelor’s degree in accounting or a related field is required.