Client Accounting Manager

Job Description

Job Summary

The Accounting Manager is a client-facing leader responsible for driving client satisfaction, identifying growth opportunities, and delivering high-value advisory services while overseeing offshore teams that execute day-to-day accounting operations. This role blends accounting expertise with a commercial mindset, focusing on expanding client relationships, identifying needs, and positioning the firm’s services as strategic solutions.

Key Responsibilities

Client Relationship Management & Growth

Serve as the primary trusted advisor and relationship owner for assigned clients

Build deep client partnerships, understanding their business models, challenges, and growth objectives

Identify opportunities to expand services and increase account value

Lead client conversations that position the firm as a strategic partner—not just a service provider

Drive client retention, satisfaction, and revenue growth

Needs Identification, Advisory & Solutioning

Proactively identify client accounting, operational, and financial needs, risks, and inefficiencies

Assess client processes and uncover opportunities for improvement, automation, and scalability

Translate client challenges into tailored service offerings and solutions

Recommend and help implement value-added services (e.g., process optimization, reporting enhancements, system improvements, internal controls)

Partner with leadership and business development teams to scope and price new engagements or expanded services

Actively contribute to proposal development and client presentations

Service Delivery Oversight

Oversee offshore teams responsible for transaction processing, reconciliations, and reporting

Review deliverables to ensure accuracy, quality, and alignment with client expectations

Ensure work is completed on time and meets firm standards

Offshore Team Coordination

Manage workflow allocation, timelines, and priorities between onshore and offshore teams

Provide clear direction, feedback, and performance guidance to offshore staff

Drive accountability and efficiency across the delivery model

Financial Leadership & Insights

Interpret and present financial results to clients, highlighting key trends and insights

Provide actionable recommendations to support business decisions

Support budgeting, forecasting, and strategic financial planning discussions

Process Improvement & Scalability

Identify opportunities to standardize and optimize delivery processes

Implement best practices to improve margins, efficiency, and scalability

Drive adoption of tools, automation, and new service offerings

Qualifications

Education & Experience

Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)

6+ years of experience in accounting, advisory, or outsourced accounting services

Proven success in managing and growing client relationships

Experience working with offshore or distributed teams preferred

Technical & Business Skills

Strong knowledge of GAAP/IFRS and financial reporting

Experience with accounting platforms (QuickBooks, NetSuite, Sage, etc.)

Strong business acumen with the ability to identify revenue opportunities

Experience scoping services, pricing, or supporting sales efforts is a plus

Core Competencies

Consultative mindset with strong problem-solving skills

Ability to translate financial insights into business value

Strong communication, influencing, and presentation skills

Highly organized with the ability to manage multiple clients and priorities

Results-driven with a focus on growth, retention, and client success

Key Success Metrics

Client retention and satisfaction scores

Revenue growth within existing client portfolio

Successful identification and conversion of new service opportunities

Efficiency and profitability of engagements

Quality and timeliness of deliverables

Why This Role Matters

This role is central to scaling the firm’s growth strategy—bridging high-quality offshore execution with strategic, high-touch client engagement. The Client Accounting Manager drives both service excellence and revenue expansion by turning client needs into long-term partnerships and measurable business value.

Full-time