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KSM (Katz, Sapper & Miller) · 19 hours ago

Accounting Services Manager

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States, is looking for an Accounting Services Manager. The role involves developing client relationships, supervising accounting services, ensuring compliance with standards, and managing client interactions to deliver timely and accurate financial services.

AccountingProfessional Services

Growth Opportunities

Responsibilities

Develops and strengthens long term relationships with clients

Works with the Directors to schedule client jobs and monitor jobs to ensure they are on time and on budget, quickly identifying issues and working with the team to find an appropriate solution

Review work in process and perform billing on assigned jobs

Supervise, train, and assist OFAS associates with regards to accounting services for clients in preparing workpapers, entering transactions into accounting system, performing monthly financial statement reconciliations, and preparing engagement correspondence with the client

Review and perform, when necessary, all client work to ensure it is accurate and compliant with the scope of the engagement

Identify out of scope work and communicate with client, if possible, before commencing the out of scope work

Adopts, champions, and improves the OFAS standard processes and procedures

Maintenance and ensuring internal compliance of the OFAS standard processes and procedures, as well as any client directed processes that need to be followed

Manage unexpected and sometimes urgent client matters as they arise

On time delivery with regards to internal and external deadlines

Recommend opportunities for improvement of client’s processes

Run custom financial reports on a regular basis at request of internal or external customers

Preparation of client KPIs and other management reports

Budgeting and forecasting projects as needed by client

Direct contact with 3rd party vendors for routine client account and support matters

Serves as liaison between the client and the tax team to assist in information gathering

Have a clear understanding of the firm's and the OFAS practice policies and procedures and a general knowledge of firm products and services in order to offer value added services to the client

Other duties and projects as assigned

Qualification

Accounting services experienceQuickBooks proficiencyProject management skillsSoftware certificationsFinancial statement reconciliationsClient-centric approachAttention to detailInterpersonal skillsTeam playerCommunication skills

Required

Adapts easily to learning new software applications and demonstrates proficiency with core applications

Efficient entry of transactions with average or above-average data entry time realizations and rates of accuracy

Able and willing to learn and use new technology software skills efficiently

5-7 years accounting services experience, with 2-3 years of managing staff, related to financial statement reconciliations including accounts payable, accounts receivable, payroll, and month-end financial statements/general ledger through trial balance

Knowledge and experience with various software packages possessing the ability to easily learn new software applications. Position will work primarily with QuickBooks Online, QuickBooks Desktop, Bill.com, a variety of payroll providers, Microsoft Office applications including Teams

Attention to detail with the ability to multitask with ease and professionalism across a variety of industries in a fast-paced environment

Project management skills are critical with the ability to manage unexpected and sometimes urgent client matters as they arise

Strong interpersonal, relationship building, and coaching skills, with the ability to motivate and manage staff

Client-centric approach to all matters

Team player approach to allow for cross functional assignments

Excellent verbal and written communication skills via telephone, video, and email

Unrelenting commitment to client satisfaction

Works with confidential client matters, requires ability to maintain confidentiality