Job Overview
We are seeking a dynamic and experienced Manager II- Client Services to lead our client support teams and elevate the customer experience. In this pivotal role, you will oversee the delivery of exceptional service, manage cross-functional collaboration, and drive strategic initiatives to meet client needs effectively. Your leadership will inspire teams to achieve excellence, foster strong client relationships, and ensure operational efficiency across all touchpoints. This position offers an exciting opportunity to influence service standards and contribute to our organization’s growth through innovative management and customer-centric strategies. Bonus eligible role
Duties
- Lead CAAS department engagements providing onboarding evaluation of client needs, structing ongoing engagement to ensure efficient completion, and overseeing staff completing those engagements.
- Assist clients with payroll, sales tax, property tax, 1099s, and other business-related filings.
- Effectively communicates with Federal, State and Local tax agencies on behalf of clients.
- Respond to various governmental and non-governmental notices and/or audits.
- May participate in conducting training sessions. Conform with and abide by all regulations, policies, work procedures and instructions.
- Assist new clients with cleanup of QB files and recommendations for future processing.
- Assist clients with outsourced accounting services.
- Complete interim and annual compilation engagements.
- Review staff’s work on various engagements.
- Supervise and mentor a team of employees responsible for providing comprehensive assistance to clients in areas including payroll, sales tax, property tax, 1099s, and various business-related filings.
Skills
- Ability to review client records to identify issues needing attention and design workflows to increase efficiency.
- Ability to manage jobs to completion within budgeted hours.
- Able to use advanced features of QuickBooks Desktop and Online products.
- Ability to work independently while understanding the necessity for communicating and coordinating work effects with other employees and clients.
- Ability to effectively select the appropriate communication method to fit the situation.
- Ability to multi-task and prioritize to meet deadlines.
- Ability to interact, develop and maintain professional relationships with partners, employees, clients and tax authorities.
- Ability to read, interpret and apply complex publications, such as sales tax laws and regulations for different states.
- Ability to problem solve payroll tax notices for federal and other states.
Education and Experience Required:
- Ten (10) years’ experience as an accountant
- Active Certified Public Accountant License
- Bachelor’s degree in accounting preferred
- Quick Book Experience & knowledge preferred
Join us as a Manager II- Client Services to lead with energy, inspire your team’s growth, and deliver outstanding experiences that build lasting client relationships!
Pay: From $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Vision insurance
Work Location: In person
