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Client Services Manager
CPA Firm Baton Rouge, LA
$75k-94k (estimate)
Full Time 2 Weeks Ago
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CPA Firm is Hiring a Client Services Manager Near Baton Rouge, LA

Job Details

Description

A professional services firm founded on a cornerstone of public accounting.

Our 2,000 team members serve clients from offices and project locations in 37 states, Washington D.C., and Puerto Rico. We are a rapidly growing firm with a reputation for providing outstanding services to our clients and exceptional work experiences for our team members. Our Construction team brings an owner’s mindset to companies and delivers game-changing results.

Job Description

Summary/objective

CAS Managers in the Construction group are given a wide variety of CAS assignments under the supervision of Directors and Partners. Performance is judged based on the quality of work, ability to meet project deadlines, and application of accounting standards and Construction consulting knowledge. This position will develop working relationships with our clients to deliver top client service while also striving for technical excellence and team success.

Essential functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Collaborate with the onboarding team to perform client accounting services for the initial transition of new clients
  • Implements project management and workflows methods for timeliness, accuracy, quality, compliance and scope creep, while committing to professional standards
  • Builds relationships with each client throughout the year; possesses a thorough knowledge of the client and all facets of client’s business
  • Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness
  • Collaborates with Partners and Directors to keep informed of all-important developments; analyzes problems and recommends solutions
  • Ensures that financial statements are prepared by professional and Firm standards
  • Contributes insights and innovative ideas based on hard and soft trends in clients’ industry
  • Accepts responsibility for accuracy of data entry, accumulation, and maintenance in all aspects of what we do as an accounting and consulting Firm.
  • Collaborates with Performance Advisor to learn proper delegation and management of workload and demonstrates ability to properly delegate and manage workload.
  • Promotes an environment of continual learning, while growing your own leadership and interpersonal skills

Supervisory responsibilities

  • Supervises staff and provides on-the-job training; reviews workpapers and reports prepared by staff
  • Works to develop responsible, trained staff by assisting in performance evaluations

Work environment

Work to be performed office setting

Physical demands

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 20 pounds at times.

Travel required

Minimal travel.

Required education and experience

  • Bachelor's Degree in accounting, finance or related field, and 5-7 years of equivalent accounting experience required.
  • Expertise in MS Office, including Word, Excel, PowerPoint and Outlook.
  • Excellent verbal and written communication skills
  • Ability to set priorities with excellent time management skills
  • Enjoyment in working independently with clear deadlines and deliverables
  • Team player attitude with proven abilities to manage multiple projects in a fast-paced environment

Preferred education and experience

  • Experience working in public accounting is a plus
  • Knowledge and understanding of accounting software applications including, but not limited to QuickBooks Online and Sage Intacct is preferred
  • CPA License or CPA Exam eligibility (not a requirement)
  • Experience in any of the following industries is a plus:
  • Construction
  • Manufacturing
  • Proficiency with any industry specific software applications used by the industries noted above considered a plus

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

  • Health savings account
  • Retirement plan

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$75k-94k (estimate)

POST DATE

04/29/2024

EXPIRATION DATE

08/25/2024

WEBSITE

bowerscpas.com

HEADQUARTERS

Salt Lake City, UT

SIZE

<25

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The job skills required for Client Services Manager include Leadership, Client Service, Insight, Onboarding, Project Management, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Services Manager positions, which can be used as a reference in future career path planning. As a Client Services Manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Manager. You can explore the career advancement for a Client Services Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Client Services Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Manager job description and responsibilities

Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.

02/16/2022: Shreveport, LA

They also ensure unsatisfied clients are compensated with free services, products, or discounts.

02/28/2022: Tucson, AZ

Client service managers oversee the hiring, orienting, and training of staff for the department.

01/16/2022: Yakima, WA

Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.

01/18/2022: Colorado Springs, CO

They develop policies and regulations necessary for ensuring client satisfaction.

03/08/2022: Poughkeepsie, NY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Manager jobs

Should be excellent communicators capable of leading a team.

02/21/2022: Utica, NY

Client services manager often consult customer surveys and other types of research to gauge the overall level of client satisfaction and address areas of concern.

02/12/2022: York, PA

As service manager you must be good as overseeing a team of customer service Associate's and ensure they are providing an exceptional client experience.

02/02/2022: Canton, OH

Mastermind creative ways to deliver an exceptional client experience.

02/15/2022: Portland, ME

Candidates should ensure they have all related education, experiences and skills necessary to the client services manager position they are applying for.

02/25/2022: New Haven, CT

Step 3: View the best colleges and universities for Client Services Manager.

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