Job Description:
Client Engagement Manager - Accounting Services Consulting Firm
Location: Doylestown, PA (Onsite with potential for
hybrid work)
Employment Type: Full-time, Permanent
About the Company
Our client is a dynamic bookkeeping, accounting, tax, and consulting
firm serving a diverse range of clients both onsite and virtually. The
firm is committed to bridging the gap between traditional bookkeeping
and business advisory, offering team members exposure to a wide
variety of accounting tasks and industries.
Position Summary
The Client Engagement Manager, Accounting Services, oversees
accounting operations, ensures financial accuracy, and manages
multiple client accounts. This leadership role involves supervising a
team, driving process improvements, and acting as a strategic advisor
to clients. The ideal candidate is detail-oriented, experienced in
accounting principles, and passionate about team development and
client service.
Key Responsibilities
- Serve as an advisor for a diverse client portfolio, identifying
needs and creating tailored accounting solutions.
- Evaluate key account concerns and develop strategies to resolve
issues using team expertise and technology.
- Lead and mentor a team of Staff Accountants, ensuring high-quality
work and adherence to company standards.
- Act as the primary contact for internal and external stakeholders,
ensuring prompt and effective client support.
- Collaborate with leadership to optimize processes and establish
consistent operational practices.
- Complete ad hoc projects, including operational analysis, audit
support, and client-focused initiatives.
Financial Oversight & Reporting
- Manage financial reporting and month-end closing procedures for
multiple clients.
- Support year-end financial reporting and ensure accurate,
efficient book closures.
- Provide expert-level services such as bookkeeping, adjusting
journal entries, financial statement preparation, cash-flow
forecasting, and AP/AR services.
- Develop and improve financial reporting practices, ensuring
compliance with tax regulations, audits, and internal controls.
