Manager, Client Accounting Services, Professional Services & Small Business Healthcare jobs in United States
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Trout CPA · 1 month ago

Manager, Client Accounting Services, Professional Services & Small Business Healthcare

Trout CPA, a full-service certified public accounting firm, is seeking an experienced Manager in their Client Accounting Services department. This leadership role is responsible for managing accounting staff, overseeing financial reporting, and providing strategic direction to clients while ensuring exceptional service delivery.

AccountingConsultingFinanceFinancial Services
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Growth Opportunities

Responsibilities

Preparation of complex key performance indicators (KPIs) and other management reports
Assist with establishing and maintaining standardized accounting procedures and processes
Produce all relevant financial statement reports on monthly and annual basis
Oversee accounting/bookkeeping duties for a portfolio of small/medium businesses with accuracy under possible tight deadlines (A/P, A/R, bank transactions, payroll entries, month end journals)
Act as client liaison and communicate directly with clients as part of bookkeeping and accounts preparation process
Build and maintain client relationships focused on excellent customer service
Performs other related duties as assigned

Qualification

Accounting ManagementQuickBooks OnlineSage IntacctCPA licenseClient service skillsTechnology utilizationCommunication skillsTeam leadership

Required

Five (5) or more years of Accounting Management or Controller level experience
Bachelor's degree in Accounting or related field
Expert working knowledge of QuickBooks Online (QBO) and/or Sage Intacct accounting software package
Strong technical skills including the ability to effectively utilize technology and the commitment to learning in a technology environment
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive team environment

Preferred

CPA or CMA license highly recommended but not required

Company

Trout CPA

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Trout CPA is an accounting firm based in Pennsylvania.

Funding

Current Stage
Growth Stage

Leadership Team

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Andrew Rice
Partner, Transaction Advisory Services
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Brian D. Wassell, CPA, CMAA
CPA / Partner
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Company data provided by crunchbase