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KeyStaff · 1 month ago

Accounting & Client Services Manager

West Palm Beach, FL

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

KeyStaff is committed to providing accurate and transparent accounting solutions. The Accounting & Client Services Manager is responsible for managing the full accounting cycle for a diverse client base, providing financial reporting insights, and supporting performance measurement across the firm.

Human Resources

Responsibilities

Manage the full accounting lifecycle for multiple clients across various industries

Ensure timely and accurate classification of all accounting transactions

Oversee payroll processing, AP/AR, general ledger maintenance, and sales/use tax filings

Perform and review monthly bank and credit card reconciliations

Prepare monthly, quarterly, and annual financial statements and client reports

Maintain internal controls and ensure compliance with all relevant regulations

Serve as a primary point of contact for clients, delivering reliable communication and support

Assist with cash flow management, budgeting, and forecasting for clients and internal initiatives

Lead the development, implementation, and ongoing management of key performance indicators (KPIs) to measure financial performance, operational efficiency, and firm-wide goals

Provide consistent financial insights to the owner to support strategic decisions and company growth

Create dashboards and metric-driven reports for both clients and internal leadership

Identify financial trends, risks, and opportunities for improvement

Assist clients with cash flow management, budgeting, and forecasting

Develop financial dashboards and KPIs to support client decision-making

Identify financial trends and opportunities for efficiency or improvement

Work with external partners—CPAs, investment advisors—when needed

Provide thoughtful financial insights to help clients plan for long-term success

Mentor and support junior staff in executing accounting tasks and best practices

Help refine standard operating procedures to improve accuracy and consistency

Support a positive team culture built on communication, reliability, and shared goals

Promote efficiency through structured workflows and consistent processes

Utilize QuickBooks Online, NetSuite, and supporting cloud-based accounting applications

Support the adoption of new accounting technologies and process improvements

Use digital tools to streamline client onboarding, reporting, KPI tracking, and month-end close

Qualification

Accounting principlesQuickBooks OnlineClient Accounting ServicesFinancial reportingBudgetingForecastingKPI developmentAnalytical skillsProfessionalismMentorshipCommunication skillsTeam collaborationIntegrity