What are the responsibilities and job description for the Accounting Manager - Client Accounting Services position at Core Financial Outsourcing, Inc.?
Job Type: Full-Time | Direct Hire
Location: Doylestown, PA
About Core Financial Outsourcing
Core Financial Outsourcing is a growing accounting firm providing bookkeeping, accounting, tax, and advisory services to businesses across a variety of industries. Unlike traditional accounting roles that focus on a single company, our team partners with multiple clients, providing broad exposure to different businesses, financial structures, and operational challenges.
Our professionals work closely with business owners to maintain accurate financial records, produce reliable financial reporting, and provide insights that support better business decisions.
Position Summary
The Accounting Manager - Client Accounting Services is responsible for overseeing accounting services for a portfolio of client accounts while managing and developing a team of accounting professionals. This role combines hands-on accounting expertise with leadership responsibilities, including reviewing financial statements, managing client relationships, and ensuring the accuracy and timeliness of deliverables.
This position is ideal for candidates with experience in public accounting or outsourced/client accounting environments who are comfortable managing multiple clients and reviewing the work of others.
Key Responsibilities
Client & Team Leadership
Manage a portfolio of client accounts across multiple industries
Serve as the primary accounting contact for assigned clients
Review accounting work prepared by staff and senior accountants to ensure accuracy and completeness
Manage, mentor, and develop accounting team members
Communicate directly with clients regarding financial results, questions, and accounting matters
Coordinate internal resources to ensure deadlines and deliverables are met
Accounting Oversight & Financial Reporting
Oversee month-end and year-end close processes for client accounts
Review and approve journal entries, reconciliations, and supporting documentation
Review financial statements including balance sheet, income statement, and cash flow reporting
Ensure financial reporting is accurate and compliant with accounting standards
Identify discrepancies or issues within financial data and resolve accordingly
Process Improvement & Client Advisory
Evaluate client accounting processes and recommend improvements when appropriate
Assist with onboarding new clients and reviewing the condition of their accounting records
Identify opportunities to improve internal workflows and accounting processes
Support special projects, operational analysis, and client initiatives as needed
Qualifications
Education
Bachelor's degree in Accounting, Finance, or related field required
Experience
CPA designation preferred but not required
Minimum 8 Years Of Progressive Accounting Experience
At least 2 years of experience managing or supervising accounting staff
Experience in public accounting or outsourced/client accounting environments strongly preferred
Experience reviewing the work of others and overseeing financial reporting
Technical Skills
Proficiency with QuickBooks, preferably QuickBooks Online
Strong experience with financial statement preparation and month-end close processes
Advanced proficiency with Microsoft Excel and Microsoft Office
Experience with additional accounting systems or ERP platforms is a plus
Skills And Competencies
Strong organizational and multitasking abilities
Ability to manage multiple clients and competing deadlines
Excellent communication and client relationship management skills
Strong attention to detail and problem-solving abilities
Ability to analyze financial information and identify improvement opportunities
Compensation & Benefits
Competitive compensation based on experience
Medical, dental, and vision insurance
Life insurance
401(k) with employer match
Paid holidays and vacation time
Work Environment
Collaborative team culture with opportunities for professional growth
Exposure to a wide range of clients, industries, and accounting challenges
Core Financial Outsourcing is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
Location: Doylestown, PA
About Core Financial Outsourcing
Core Financial Outsourcing is a growing accounting firm providing bookkeeping, accounting, tax, and advisory services to businesses across a variety of industries. Unlike traditional accounting roles that focus on a single company, our team partners with multiple clients, providing broad exposure to different businesses, financial structures, and operational challenges.
Our professionals work closely with business owners to maintain accurate financial records, produce reliable financial reporting, and provide insights that support better business decisions.
Position Summary
The Accounting Manager - Client Accounting Services is responsible for overseeing accounting services for a portfolio of client accounts while managing and developing a team of accounting professionals. This role combines hands-on accounting expertise with leadership responsibilities, including reviewing financial statements, managing client relationships, and ensuring the accuracy and timeliness of deliverables.
This position is ideal for candidates with experience in public accounting or outsourced/client accounting environments who are comfortable managing multiple clients and reviewing the work of others.
Key Responsibilities
Client & Team Leadership
Manage a portfolio of client accounts across multiple industries
Serve as the primary accounting contact for assigned clients
Review accounting work prepared by staff and senior accountants to ensure accuracy and completeness
Manage, mentor, and develop accounting team members
Communicate directly with clients regarding financial results, questions, and accounting matters
Coordinate internal resources to ensure deadlines and deliverables are met
Accounting Oversight & Financial Reporting
Oversee month-end and year-end close processes for client accounts
Review and approve journal entries, reconciliations, and supporting documentation
Review financial statements including balance sheet, income statement, and cash flow reporting
Ensure financial reporting is accurate and compliant with accounting standards
Identify discrepancies or issues within financial data and resolve accordingly
Process Improvement & Client Advisory
Evaluate client accounting processes and recommend improvements when appropriate
Assist with onboarding new clients and reviewing the condition of their accounting records
Identify opportunities to improve internal workflows and accounting processes
Support special projects, operational analysis, and client initiatives as needed
Qualifications
Education
Bachelor's degree in Accounting, Finance, or related field required
Experience
CPA designation preferred but not required
Minimum 8 Years Of Progressive Accounting Experience
At least 2 years of experience managing or supervising accounting staff
Experience in public accounting or outsourced/client accounting environments strongly preferred
Experience reviewing the work of others and overseeing financial reporting
Technical Skills
Proficiency with QuickBooks, preferably QuickBooks Online
Strong experience with financial statement preparation and month-end close processes
Advanced proficiency with Microsoft Excel and Microsoft Office
Experience with additional accounting systems or ERP platforms is a plus
Skills And Competencies
Strong organizational and multitasking abilities
Ability to manage multiple clients and competing deadlines
Excellent communication and client relationship management skills
Strong attention to detail and problem-solving abilities
Ability to analyze financial information and identify improvement opportunities
Compensation & Benefits
Competitive compensation based on experience
Medical, dental, and vision insurance
Life insurance
401(k) with employer match
Paid holidays and vacation time
Work Environment
Collaborative team culture with opportunities for professional growth
Exposure to a wide range of clients, industries, and accounting challenges
Core Financial Outsourcing is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
Salary : $105,000 - $135,000