Client Accounting Services

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This Jobot Job is hosted by: Tyler May
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Salary: $130,000 - $150,000 per year

A bit about us:

We are seeking a dynamic and experienced Client Accounting Services (CAS) Manager to join our finance team. This is an exciting opportunity for someone with a keen eye for detail, a strong understanding of Quickbooks, and a background in appraisal and brokerage to step into a leadership role. You will be responsible for managing a portfolio of clients, ensuring their financial management needs are met and exceeded. This role requires a high degree of professionalism, excellent communication skills, and the ability to work in a fast-paced environment.

Why join us?

Responsibilities:

• Manage a portfolio of clients, ensuring their financial management needs are met and exceeded.
• Oversee the preparation of financial statements, reports, and client presentations.
• Utilize Quickbooks to manage and track financial data.
• Work closely with clients to appraise their financial situations and provide tailored advice and solutions.
• Liaise with brokerage firms to facilitate transactions on behalf of clients.
• Ensure compliance with financial regulations and standards.
• Develop and implement efficient accounting systems and processes.
• Train and mentor junior staff members in client accounting services.
• Collaborate with other departments to ensure the accuracy and completeness of financial data.
• Handle complex client inquiries and resolve any issues promptly and professionally.

Job Details

Qualifications:

• A bachelor's degree in Finance, Accounting, or a related field. A master's degree or CPA certification is preferred.
• A minimum of 5 years of experience in client accounting services, with a focus on financial management.
• Proficiency in Quickbooks is required.
• Experience in appraisal and brokerage is essential.
• Strong knowledge of UKG is a plus.
• Exceptional attention to detail and accuracy.
• Excellent communication and interpersonal skills, with the ability to build strong client relationships.
• Strong leadership and team management skills.
• Ability to work in a fast-paced environment and manage multiple tasks simultaneously.
• Strong problem-solving skills and the ability to make sound decisions.
• Proficiency in Microsoft Office Suite, particularly Excel.
• A strong understanding of financial regulations and standards.
• The ability to maintain confidentiality and handle sensitive information with discretion.

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