Client Services Manager

Synectics

Metairie, LA

Position Summary:

The Manager II assists the Client Accounting and Advisory services (CAAS) department through their involvement in overseeing staffs work on client engagements and direct involvement with the client on more complex accounting and bookkeeping matters.
They are also looked upon as a resource for the firm and clients in the areas of software, payroll and sales tax.
Lead CAAS department engagements providing onboarding evaluation of client needs, structing ongoing engagement to ensure efficient completion, and overseeing staff completing those engagements.
Assist new clients with cleanup of QB files and recommendations for future processing.
Assist clients with outsourced accounting services.
Complete interim and annual compilation engagements.
Review staffs work on various engagements.
Supervise and mentor a team of employees responsible for providing comprehensive assistance to clients in areas including payroll, sales tax, property tax, 1099s, and various business-related filings.
Assist clients with payroll, sales tax, property tax, 1099s, and other business-related filings.
Effectively communicates with Federal, State and Local tax agencies on behalf of clients.
Respond to various governmental and non-governmental notices and/or audits.
May participate in conducting training sessions.
Conform with and abide by all regulations, policies, work procedures and instructions.

Qualifications:

Ability to review client records to identify issues needing attention and design workflows to increase efficiency.
Ability to manage jobs to completion within budgeted hours.
Able to use advanced features of QuickBooks Desktop and Online products.
Ability to work independently while understanding the necessity for communicating and coordinating work effects with other employees and clients.
Ability to effectively select the appropriate communication method to fit the situation.
Ability to multi-task and prioritize to meet deadlines.
Ability to interact, develop and maintain professional relationships with partners, employees, clients and tax authorities.
Ability to read, interpret and apply complex publications, such as sales tax laws and regulations for different states.
Ability to problem solve payroll tax notices for federal and other states.
Bachelors degree in Accounting
Six (6) to Ten (10) years experience as an accountant
Active Certified Public Accountant License

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Client Services Manager in Metairie, LA vacancy

Guest Experience Specialist
...Extended Stay America in Kenner, LA is seeking a Guest Services Representative to welcome guests, check them in and out, answer phones, and process payments. You will handle reservations, front desk paperwork, and ensure safety procedures are followed while maintaining...
Suggested
Weekly pay
Extended Stay America
Kenner, LA
5 days ago
Guest Experience Specialist
...build and experience that is memorable and unique. Our Guest Experience Specialists take the initiative to deliver a wide range of services that guide guests through their entire stay. Their role goes beyond the traditional front desk to take ownership of the guest...
Suggested
Full time
Work experience placement
Local area
Marriott International Inc
Metairie, LA
5 days ago
Guest Experience Specialist
...emotional intelligence, which means having the ability to regulate and manage your own emotions and understand the emotions of those around... ...party favors • Immediately and graciously resolving service failures REQUIREMENTS • Flexible availability. This role often...
Suggested
Full time
Immediate start
Flexible hours
Shift work
Night shift
Weekend work
The Escape Game
New Orleans, LA
2 days ago
Guest Experience Specialist
...Information Job Number 26082345 Job Category Rooms & Guest Services Operations Location 2 Galleria Blvd, Metairie, Louisiana,... ...Full Time Located Remotely? N Position Type Non-Management POSITION SUMMARY Our jobs aren’t just about giving guests...
Suggested
Full time
Work experience placement
Local area
Remote work
Marriott
Metairie, LA
2 days ago
Guest Experience Specialist
...Marriott Hotels - 2 Galleria Blvd - Responsibilities: Assist guests throughout their stay and deliver services in main hotel areas with a guest-first mindset; Process operational needs and complete reports related to guest services; Deliver quality meals and share local...
Suggested
Local area
Marriott
Metairie, LA
1 day ago
Donor Engagement Manager
$1,000 - $5,000 per month
...Donor Engagement Manager The Louisiana Bucket Brigade is a 501(c)(3) environmental health and justice organization working with communities that neighbor the state's oil refineries and chemical plants. Our mission is to use grassroots action to create an informed, healthy...
Full time
Work at office
Local area
Remote work
1 day per week
Louisiana Bucket Brigade
New Orleans, LA
1 day ago
Director of Customer Experience
$87k
...Director of customer service new orleans la Last updated: less than 1 hour ago $16.00 hourly Full-time Do you love talking to people,... ...aggressive sales ... Show more Full-time $87,000.00 yearly Full-time Manages the purchasing of supplies and products used at a location....
Hourly pay
Extra income
Full time
Work at office
Immediate start
Work from home
Night shift
Posigen
Harahan, LA
1 day ago
Guest Experience Manager
...join our dynamic Guest Experiences team as a Guest Experience Manager. In this pivotal role, you will identify and cultivate opportunities... ...with operational teams to develop, implement, and uphold service excellence standards, ensuring that every employee is empowered...
Shift work
Night shift
Day shift
Four Seasons Hotels Ltd
New Orleans, LA
3 days ago
Client Relationship Manager
...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
Globe Life: Moore Organizations
Kenner, LA
1 day ago
Client Service Coordinator
$15 - $18.69 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the... ...retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Flexible hours
Banfield
Harahan, LA
3 days ago
Donor Engagement Manager
$1,000 - $5,000 per month
Donor Engagement Manager, Louisiana Bucket Brigade The Louisiana Bucket Brigade is a 501(c)(3) environmental health and justice organization working with communities that neighbor the state's oil refineries and chemical plants. Our Mission: We use grassroots action to create...
Full time
Work at office
Local area
Remote work
1 day per week
Louisiana Bucket Brigade
New Orleans, LA
3 days ago
Client Service Coordinator
$15 - $18.69 per hour
...Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The... ...retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Flexible hours
Shift work
Banfield
New Orleans, LA
4 days ago
Client Services Coordinator
...As a Client Service Coordinator, you will play a central role in supporting both clients and advisors by ensuring a smooth, responsive,... ...operations, or administrative experience, preferably in wealth management or financial services. Familiarity with Pershing/NetX360, Redtail...
Work at office
Valley Consulting Partners LLC
Harahan, LA
2 days ago
Client Service Coordinator
$15 per hour
...General Practice, Specialty Surgery, Emergency Services, and a 24-hour ICU, with a commitment to... ...value professionalism, compassion, and a client-centered approach. Our hospital culture... ...friendly environment. Answer and manage a multi-line phone system, scheduling appointments...
Hourly pay
Local area
Flexible hours
NVA
New Orleans, LA
2 days ago
Client Executive - Emerging Middle Market - Managing Director
...Client Executive - Emerging Middle Market - Managing Director New Orleans, LA, United States Job Information Job Identification 210760855 Job Category... ...including M&A, Equity, Debt, and other advisory services. We define Emerging Middle Market as companies with...
Full time
Shift work
JPMorgan Chase & Co.
New Orleans, LA
5 hours ago
Junior Marketing Assistant
$825 per month
...Junior Marketing Assistant to represent client brands at retail locations and promotional... ...face-to-face to introduce products, services, and promotions Support customer sign-ups... ...part of a team Good organization and time management Self-motivated, with a positive...
Weekly pay
Full time
Immediate start
Brand Fusion
Metairie, LA
3 days ago
Client Service Coordinator
Job Posting City: New Orleans State: Louisiana Hospital Name: Metairie Small Animal Hospital - Freret Clinic Job Type: Support Staff National Veterinary Association
National Veterinary Association
New Orleans, LA
3 days ago
Customer Success Manager
$65k - $85k
...Louisiana. This role focuses on building strategic relationships with key clients, executing engagement plans, and driving long-term platform adoption. Key responsibilities include managing high-value accounts, monitoring health metrics, training users on Cint’s products...
Remote work
Cint
Harahan, LA
2 days ago
Customer Success Manager
Cengage Group is seeking a Customer Success Consultant to act as a strategic partner and trusted advisor within the United States. You will drive adoption, renewals, and long-term value by tailoring success plans and proactively training customers. You will analyze data...
Cengage Group
Harahan, LA
2 days ago
Remote Customer Success Manager
...strong relationships and delivering value to clients? If this sounds like you, join our team. As a Customer Success Manager at Archlet, you will act as a trusted advisor... ...marketing, and product development, to enhance service delivery. Educational Background : A degree...
Immediate start
Remote work
GrabJobs
New Orleans, LA
4 days ago
Remote Customer Success Manager
$75k - $105k
...come to the right place. Customer Success Manager Compensation: $75,000 base annually, $10... ...satisfaction, but by also understanding clients’ unique needs, and driving their success... ...a supportive and motivated Professional Services team. Location: This role is open to...
Full time
Contract work
Work experience placement
Work at office
Remote work
Home office
Shift work
GrabJobs
New Orleans, LA
5 days ago
Business Development-"Client Executive"
$175k - $225k
...in innovative construction solutions for clients in mission-critical and commercial... ...a strong reputation for quality, client service, and execution, the company continues to... ...strategic business development with account management responsibilities, serving as both a hunter...
Contract work
Work at office
Relocation
Relocation package
Kimmel and Associates
Kenner, LA
11 days ago
Account Manager V
$90.75k - $200k
...world, creating value by adhering to the highest standards of service, integrity, and responsibility. Brightstar has approximately 6... ...includes business development, consulting, marketing, sales, partner management, finance, legal, or relevant product development/software...
Local area
Brightstar Lottery
New Orleans, LA
19 hours ago
Client Solutions Manager
...events that drive audiences to action. The integrated full-service solutions leverage a 99-year legacy in event management as well as new technologies to deliver moments that matter. Summary The Client Solutions Manager – Signature Services is responsible for providing...
Full time
Contract work
Work experience placement
Work at office
Local area
2 days per week
3 days per week
Freeman
New Orleans, LA
5 days ago
Client Solutions Manager
$100k
...that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to merchants. Slice... .... To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE...
Local area
Slice Merchant Services
Metairie, LA
2 days ago
Client Success Manager
...basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads... ...that meet each family's needs ◾Build and manage your own client portfolio with guidance... ...support tools ◾Represent the values of Service Over Sales, putting clients’ well-being first...
Full time
Globe Life: Moore Organizations
Kenner, LA
2 days ago
Account Manager- Employee Benefits
Job Description: Title: Account Manager - Employee Benefits Work Mode: Remote (Eastern and Central Times Zones Only) | Location... ...activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and...
Full time
Remote work
Insurance Office of America
Metairie, LA
2 days ago
CRM Manager
...TX Reports to: VP, Business Development Job Summary The CRM Manager is responsible for day-to-day administration, data quality, user... ...dashboards, reports, and metrics that show opportunities, pursuits, client activity, and pipeline health. Analyze customer, pursuit, and...
Work at office
Vantage Recruiters, LLC
New Orleans, LA
4 days ago
Sales Manager_Chinese Vertical
$50k - $80k
...sector. Driven by precise market positioning and efficient product services, our business has achieved doubled growth annually, covering... ...rooted food entrepreneurs thrive everywhere. The Sales Manager is responsible for bringing Chowbus’ POS system to the local and...
Full time
Temporary work
Local area
Flexible hours
Chowbus
New Orleans, LA
2 days ago
Account Executive, Senior
$50k - $63.16k
...leader in print technology, solutions, and services, wants you to take our call. We’re in... ...functionality to driving backfile conversion and managed print, IT, and automation services. -... ...the Salesforce CRM platform to manage client and prospect accounts. - Actively...
Full time
Temporary work
For contractors
For subcontractor
Casual work
Work at office
Local area
Immediate start
Canon U.S.A., Inc.
Metairie, LA
5 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Manager. Be the first to apply!