Top 21 client manager Jobs in wheeling, wv

Client Advisory Services (CAS) Manager
SR SNODGRASS PC —Wheeling, WV
- Full-time
- Hybrid work
- CPA
- Customer service
- Office
- Paid holidays
- Disability insurance
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Case Manager
Home Base Inc. —Wheeling, WV
- From $47,500 a year
- Weekends as needed
- Microsoft Outlook
- Customer service
- Mid-level
- Mileage reimbursement
- Paid parental leave
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Client Advisory Services (CAS) Manager

SR SNODGRASS PC
Wheeling, WV

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Job Details

Full-time

Benefits

Paid holidays
Disability insurance
401(k) matching
Life insurance

Qualifications

Accounting systems
Customer communication
Staff supervision
Team supervision
Payroll tax returns
Managing accounting teams
Accounting and finance experience
General management

Full Job Description

S.R. Snodgrass, P.C. is seeking candidates to work with our Client Advisory group. As a CAS Manager, you will lead our team of talented accounting professionals who assist clients with general bookkeeping and payroll services, including performing monthly account reconciliations and preparing financial statements. We’re looking for individuals with strong leadership skills and a commitment to quality and growth of our CAS practice.

Responsibilities

Manage and oversee all bookkeeping/payroll engagements serving as the primary client contact and ensuring client deliverables and expectations are consistently met
Supervise, train, and mentor staff, reviewing workpapers and deliverables for both quality and compliance
Produce monthly, quarterly, or annual financial statements using cash basis or accrual basis accounting
Provide guidance and support for complex accounting matters
Maintain and develop new and existing high-quality client relationships with a focus on excellent customer service
Continually develop and grow the Client Accounting Services (CAS) practice
Ability to work independently as well as within a team
This position is based out of our Wheeling, WV office and requires regular in-office work. A hybrid schedule may be considered after training is successfully completed (typically after 90 days)
Availability to travel to clients and network events when necessary

Qualifications

Bachelor’s degree in accounting (preferred), finance, economics, business, or related
Minimum of 7+ years of related bookkeeping, accounting, and/or financial analysis experience
3+ years of experience in a client-facing leadership role, including managing a team and developing/growing the CAS business
Knowledge and experience with payroll processing and related tax fillings
Active CPA or CMA strongly preferred
Proficient in Microsoft Suite and accounting software (i.e. QuickBooks, Accounting CS, Sage)
Advanced knowledge of general ledger accounting and principles
Strong attention to detail and ability to think critically
Excellent verbal and written communication skills
Highly organized with good time management skills

We offer a well-rounded package to eligible employees that focuses on our employees' wellbeing. We offer benefits related to your financial, physical, and mental health. Some of these benefits include competitive pay, half-day Fridays in the summer, paid vacation time and holidays, 401(k) plan with company matching, along with life insurance, short- and long-term disability insurance, and a financial wellness program at no cost to employees. We also offer social and philanthropic opportunities for employees.

Apply now to learn more about S.R. Snodgrass, P.C. and how we help you create and develop your career!

S.R. SNODGRASS DOES NOT DISCRIMINATE IN HIRING OR TERMS OR CONDITIONS OF EMPLOYMENT ON THE BASIS OF AGE, SEX, RACE, COLOR, CREED, ANCESTRY, RELIGION, PHYSICAL OR MENTAL DISABILITY, NATIONAL ORIGIN, CITIZENSHIP STATUS, VETERAN STATUS, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, PREGNANCY, OR ANY NON-JOB OR NON-BUSINESS RELATED FACTORS OR ANY OTHER BASIS UPON WHICH DISCRIMINATION IS PROHIBITED BY THE MUNICIPAL, STATE, OR OTHER FEDERAL LAW.

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client manager jobs in wheeling, wv

Client Advisory Services (CAS) Manager

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