Accounting Manager/Client Associate III

TAG - San Diego, CA (30+ days ago)

Would you like to be an essential part of a dynamic organization that helps our clients achieve business and financial goals? Join our thriving organization and be a part of a team that provides premier outsourced accounting and software solutions.

IF THESE WORDS RESONATE WITH YOU: Strategic Leader. Multi-tasking. Client Management. Analytical.……. Then please read on:

To be successful in our Accounting Manager/Client Associate III role, you will be a progressive, resilient leader who oversees multifaceted accounting engagements for a wide variety of clients while coaching and developing a small team of associates. The Accounting Manager/Client Associate III juggles several deadlines while ensuring that complex issues are resolved and that all client expectations are exceeded with a high degree of efficiency and effectiveness.

Keep Reading IF:

YOU ARE A NATURAL BORN LEADER. You believe in leading by example, maintaining a strong culture and motivating your team to perform at their best. You are a strong communicator who navigates relationships and inspires trust among multiple levels. You are the epicenter of several clients and everyone can look to you for leadership and direction.

YOU BUILD SOLID RELATIONSHIPS. You have a knack for building and maintaining both internal and external relationships. You foster trust with team members while strategically positioning yourself as a key partner for clients.

YOU ARE ALWAYS THREE STEPS AHEAD: You are organized, resourceful and you understand the importance of preparation and strategy. You anticipate client needs and you proactively find solutions before challenges arise. You view client engagements like chess (strategy and long-term moves) rather than checkers.

YOU ORGANIZE INFORMATION WELL AND HAVE A KEEN EYE FOR DETAIL. You work closely with your team to manage multiple clients with various timelines, processes, procedures and expectations. You have a proven systematic approach to organizing workloads without compromising quality and accuracy.


Within the first 30 days:

  • Has become familiar with team’s client portfolio and is aware of deliverables, timelines, accounts, processes, procedures and client communication styles
  • Has introduced him/herself to all clients (in person) in coordination with team members
  • Has begun reviewing financial statements, ensuring accuracy and presenting discrepancies to Client Relationship Manager
  • Has personally met with each team member to review clients and to discuss their role in TAG’s overall success

Within the first 60 days and ongoing:

  • Facilitates all team staff meetings and delegates tasks, based on workload
  • Ensures period closing by providing complete, accurate and timely closing
  • Maintains strong, continuous communication with clients

Within the first 90 days and going forward:

  • Manages client relationships by effectively developing strong relationships through communication, financial analysis, suggesting TAG services and informing client of any obstacles
  • Ensures period closings are accurate and on time
  • Coordinates advisor activities by providing information to CPA, bankers, attorneys, regarding taxed, legal issues and insurance

Within the first 6-12 months and going forward:

  • Develops Team Members by leading, coaching and training the Client Associate team through education, regular meetings, and performance evaluations
  • Works on tax packages with Client Associates
  • Continues to manage and engage client relationships by effectively developing strong relationships through communication, financial analysis, suggesting TAG services and informing client of any obstacles
  • Continues to review financial statements, ensuring accuracy and presenting discrepancies to Client Relationship Manager
  • Has contributed to bringing new ideas to the table that add value to the organization with process, quality, project management, etc.

Education, Skills & Experience:

  • Should have at least 3-5 years of accounting or finance experience, preferably in a variety of industries
  • At least 1 year of previous experience managing 2-4 team members
  • Bachelor’s degree in Accounting or Finance
  • Proficient computer skills working with various office equipment, computers and various programs including databases, Word, Outlook, PowerPoint, Excel, etc.
  • QuickBooks experience is a plus

About TAG:

Founded in 1996, TAG (previously known as, “The Accounting Group”), was one of the first outsourced accounting firms created in Southern California. Now, with four office locations, hundreds of clients, and nearly 50 employees, TAG’s growth and reputation has flourished. This is a direct result of our team’s capacity to address client needs and execute creative and effective solutions to a number of complex organizations.

Being a member of Team TAG, you will provide an array of accounting services on an outsourced basis to a variety of local small to mid-sized companies. Not only will you gain exposure to different industries, but also valuable experience from an accounting perspective working in or overseeing multiple finance departments. This is a great opportunity to grow your career by helping guide various businesses through the delivery of accurate and timely accounting services, streamlining systems and financial management.

Team TAG consists of passionate people, committed to going “Beyond the Numbers” for their clients. We celebrate a culture of work/life balance, collaboration, shared goals, personal development and fun! If you are a candidate that thrives in an environment of growth, flexibility, and high-performance, then we want to hear from you.

Working at TAG:

All of our accounting consultants are hired as full-time, permanent employees of TAG. We offer a comprehensive benefits package that includes:

  • Competitive base salary
  • Incentive plan and quarterly bonuses
  • Health, dental and vision coverage
  • 401(k)
  • Mileage reimbursement for off-site work

In addition to our expansive benefits package, TAG offers a flexible work schedule and recently rolled out a telecommuting policy! We understand that our most important part of our success depends on employees. There is an opportunity for growth at TAG with experienced mentoring, continuing education, personal development and camaraderie.

Job Type: Full-time


  • accounting: 3 years (Preferred)