Client Accounting Manager

Overview

This is a 100% remote position for candidates who reside in California, Oregon, Washington, or Texas. The team works primarily on Pacific Time, and Pacific Time working hours are required for this role.

To support a consistent work-from-home environment, team members are expected to work from a consistent home base with a dedicated workspace, secure and reliable internet, and full availability during scheduled working hours.

The Client Accounting Manager role combines hands-on accounting with review, coaching, and client leadership. You will own a portfolio of clients and support and develop the Associates in your pod to ensure work is accurate, timely, and useful to the businesses served.

Responsibilities

• Own day-to-day client relationships and execution for a client portfolio
• Deliver accurate, insightful, complete client deliverables on time
• Review and elevate Associate work, focusing on accuracy, materiality, and meaningful issues
• Step into more complex accounting issues when needed
• Lead higher-level client conversations and help clients understand what their financial information means for their business
• Identify issues early to keep clients, deadlines, and people moving; coach through problems to prevent work from falling through the cracks
• Build budgets, forecasts, and KPI reporting tools
• Proactively identify risks and opportunities
• Ensure client deadlines and recurring deliverables stay on track
• Monitor client budgets and time to help ensure work is completed efficiently within expected parameters
• Coach and develop Associates through regular feedback, guidance, and structured one-to-one meetings
• Set clear expectations for ownership, quality, communication, follow-through, and deadlines
• Delegate intentionally based on capability, capacity, and development goals
• Address performance concerns early, directly, and constructively
• Monitor workload and capacity across your pod and resolve issues before they impact client delivery

Requirements

• 4-6+ years of full-cycle accounting experience
• Strong QuickBooks Online expertise
• Strong understanding of month-end close and financial reporting
• Strong technical accounting judgment and the ability to identify and resolve complex accounting issues
• Experience reviewing accounting work, providing feedback and coaching or developing others
• Strong ability to manage competing priorities, deadlines, and client deliverables
• Strong written and verbal communication skills
• Comfortable working directly with clients

Preferred Qualifications

• Experience in a virtual accounting firm
• Familiarity with tools such as Gusto, Melio, Karbon, Hubdoc, QuickBooks Time, Fathom, and other cloud-based accounting platforms

Compensation & Benefits

• 100% employer-paid medical, dental, and vision
• 100% employer-paid short term disability
• 401(k) with company match, subject to plan eligibility requirements
• 15 days PTO (front loaded)
• Structured bonus program with quarterly payouts
• 9 paid holidays per year

Location

100% remote. Candidates must reside in California, Oregon, Washington, or Texas. Pacific Time working hours are required for this role.