Eide Bailly LLP · 1 day ago
Client Accounting Services Manager
Eide Bailly LLP is one of the top 25 CPA and business advisory firms in the nation, and they are seeking a Client Accounting Services Manager. The role involves managing client relationships, overseeing accounting operations, and providing advisory services, while also ensuring compliance and timely performance on projects.
Business Development
Responsibilities
Manages client relationships by monitoring client needs and building value into professional service
Actively handle day-to-day accounting needs for clients, functioning as their accounting department
Oversee and review the work of outsourced accounting specialists and senior specialists
Serve as a key point of contact on day-to-day accounting matters for the client
Utilize technology to properly account for all accounting transactions for the client in real-time
Reconcile client bank accounts
Calculate month-end balancing and journal entries and provide an analysis of GL accounts
Work closely with or act as the outsourced CFO to provide advisory services to clients including budgeting, forecasting, and cash flow management
Responsible for communicating month-end results to clients
Prepare reports, returns, and other documents as required, including sales tax reports, year-end tax forms, monthly/quarterly/annual financial statements, and other reports required by clients
Provide the outsourced CFO with analysis of accounting information for high-level advisory services
Make recommendations on how to streamline the processes
Provide feedback in order to develop the outsourced accounting practice
Provide mentoring and technical training for staff in the outsourced accounting services area
Responsible for identifying opportunities to cross-sell Eide Bailly services to clients
Perform client billings for accounting services provided
Participate in all areas of business development
Ensure timely and accurate performance on assigned projects
Maintain compliance with project budgets, turnaround times, and deadlines
Qualification
Required
5+ years of accounting or bookkeeping experience required
Advanced knowledge of general ledger accounting and principles
Ability to think innovatively to incorporate technology solutions and streamlined processes
Ability to communicate clearly in writing and verbally
Ability to work on multiple projects and meet deadlines by setting priorities with work projects
Ability to establish and maintain effective working relationships with co-workers and clients
Proficient with computers, Microsoft Office (Word and Excel), QuickBooks, and using various software packages
Must be authorized to work in the United States now or in the future without visa sponsorship
Preferred
Bachelor's Degree in Accounting preferred; an equivalent combination of education and experience may be substituted
Valid CPA or CMA license or working towards obtaining one of these licenses preferred
Prior experience working with clients in the contractor/construction or non-profit industries is preferred, but not required
Benefits
Generous paid time off
Comprehensive medical, dental, and vision insurance
401(k) profit sharing
Life and disability insurance
Lifestyle spending account
Certification incentives
Education assistance
Referral program
Company
Eide Bailly LLP
Eide Bailly helps businesses work smarter — financially, operationally, and strategically.
Funding
Current Stage
Late StageLeadership Team
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