Client Accounting Manager

Key Responsibilities

• Oversee Financial Reporting to ensure accurate and timely preparation of financial statements.
• Review financial reports for completeness and compliance with accounting standards.
• Coordinate with internal stakeholders to provide relevant financial information to clients and team members.
• Assist in developing and implementing efficient and effective accounting policies and procedures.
• Maintain current and relevant knowledge of accounting regulations and compliance requirements.
• Manage accounting processes by planning and delegating tasks and assignments to team members effectively.
• Oversee General Ledger preparation, maintenance, and reconciliation by ensuring accurate journal entries and ledger postings.
• Review and analyze ledger accounts for discrepancies or errors.
• Coordinate and assist in preparation for year-end closing processes.
• Continuously evaluate accounting workflows to identify and address quality and accuracy gaps.
• Prepare schedules and documentation for external audits and tax filings.
• Serve as a liaison to auditors and tax professionals to facilitate smooth audit processes.
• Analyze variances between actual results and forecasts to assist in the development of financial forecasts and budgets.
• Provide insights and recommendations to improve forecast accuracy.
• Serve as a positive representative of YHB by demonstrating effective and respectful communication.
• Ensure complete confidentiality of all client and firm information.
• Maintain open and frequent communication with the accounting team regarding task status, assistance needed, and/or anticipated roadblocks.
• Maintain a thorough understanding of client needs and expectations.
• Uphold YHB’s firmwide quality standards in all client communications, reports, and deliverables.
• Understand the importance of meeting client expectations and deadlines, and demonstrate flexibility to assist the team.
• Follow YHB’s time reporting requirements.
• Take responsibility and ownership of work to meet goals and performance expectations.
• Manage available time to ensure assigned work is completed within budgeted timeframes.
• Dedicate time to coaching and developing less experienced Associates.
• Maintain a general working knowledge of YHB’s service capabilities and articulate this information to clients or prospective clients.
• Establish a network of client and business contacts and seek ways to increase YHB visibility.
• Actively participate in professional development activities during non-billable time.
• Complete assigned training courses within the appropriate timeframe.
• Seek opportunities to further develop industry-specific expertise.
• Demonstrate an increasing ability to set challenging goals and work through challenging assignments, seeking guidance from in-charge staff.
• Demonstrate the ability to generate creative and innovative solutions and express these ideas confidently.
• Actively participate in the development of less experienced team members.
• Actively seek feedback and input from peers and leadership for personal development and information sharing.
• Maintain positive working relationships with firm leadership, clients, and other team members.
• Understand the importance of cooperation and teamwork.
• Provide guidance and mentorship to Client Accountants and Specialists on work quality, adjustments, and best practices.

Requirements & Tech Stack

• QuickBooks Desktop
• QuickBooks Online (certification beneficial)

Qualifications

• Bachelor’s degree in Accounting, Business or related field, or equal combination of education and work experience.
• Strong understanding of accounting and finance processes, procedures, and principles.
• Prior experience in a Professional Services Firm (preferred).