Robins, Eskew, Smith & Jordan CPAs · 4 weeks ago
Client Accounting Services Manager
Duluth, GA
Full-time
Onsite
Director/Executive
$90K/yr - $120K/yr
7+ years expRobins, Eskew, Smith & Jordan CPAs is seeking a Director of Client Accounting Services to oversee and strengthen the firm’s accounting operations. The role involves leading the CAS team, managing client relationships, and refining best practices for accounting operations.
AccountingAdviceConsulting
Hiring Manager
Shana Landress
Responsibilities
Lead the CAS team to deliver consistent, timely, and accurate client services, including recruitment, performance management, and fostering collaboration and continuity across offices
Serve as a point of contact for key CAS clients, ensuring strong relationships, clear expectations, and consistent service
Assist in onboarding new clients, including systems setup, workflow design, presentations, proposals, and management of expectations
Establish, build, refine, and document best practices, processes, and workflows for accounting operations, technology use, reporting, file documentation, and uniform procedures across offices to ensure consistency and scalability
Build a scalable and efficient framework for CAS operations, leveraging cloud-based accounting tools, automation, and integrated platforms
Collaborate with partners, tax, assurance, and other firm service lines to provide integrated solutions and ensure seamless client service, gradually transitioning responsibilities to emerging leaders as appropriate
Compile and maintain a firmwide list of all bookkeeping and CAS clients and ensure compliance with accounting standards, firm policies, and peer review requirements
Support business development efforts by identifying opportunities to expand CAS services with existing and prospective clients and helping to present CAS offerings
Align staffing, technology, and operational strategy to position the CAS practice for long-term competitiveness
Prioritize tasks, meet deadlines, and manage multiple projects effectively
Qualification
Required
Bachelor's degree in Accounting
7+ years of progressive accounting experience
Expertise in QuickBooks Online required
Extensive experience with Bill.com and payroll platforms, including onboarding new clients and fully integrating both platforms with QuickBooks Online
Proven track record overseeing clean-up and catch-up projects, including large and complex client books
Strong technical skills in reconciliations, accruals, revenue recognition, and clean-up work
Excellent problem-solving and client communication skills
Collaborative leadership style with a focus on knowledge transfer
Preferred
CPA certification preferred
Familiarity with Sage Intacct preferred
Company
Robins, Eskew, Smith & Jordan CPAs
Founded in 1980, the CPAs and business advisors at Robins, Eskew, Smith & Jordan provide a comprehensive range of accounting, audit, tax and business advisory services for individuals and privately held companies throughout the greater metro-Atlanta area.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bart Robins
Audit Partner
Bryant Trotter
Tax Partner
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