What are the responsibilities and job description for the Client Manager, Client Accounting Services position at Dream Accounting Advisory?
Company Description Dream Accounting Advisory supports small business owners by bringing clarity to their financials so they can make confident, informed decisions. The firm specializes in organizing accounts, providing regular financial reviews, and guiding clients toward goals such as increased profit and greater flexibility. By focusing on practical, reliable financial insight, Dream Accounting Advisory helps clients reduce overwhelm and confusion around their numbers. The team is committed to building strong financial foundations that empower businesses to grow sustainably and successfully.
Role Description The Client Manager, Client Accounting Services is a full-time remote role responsible for managing ongoing accounting relationships with small business clients. This role oversees day-to-day client accounting activities, including organizing and maintaining financial records, overseeing reconciliations, and ensuring timely, accurate reporting. The Client Manager will lead regular client meetings to review financial performance, explain key metrics, and provide actionable recommendations aligned with each client’s business goals. Responsibilities include coordinating workflows with internal team members, identifying process improvements, and ensuring high-quality service delivery across all client accounts. The role also involves proactively identifying client needs, supporting budgeting and forecasting, and helping business owners understand and use their financial data to drive better decisions.
Qualifications
- Strong client accounting skills, including bookkeeping, account reconciliations, and preparation of financial reports.
- Experience with accounting software and cloud-based financial tools; ability to learn new systems quickly.
- Skills in financial analysis, budgeting, and cash flow management to support clients in achieving business goals.
- Excellent client communication and relationship management skills, including the ability to explain financial concepts in clear, non-technical language.
- Organizational and time management skills for handling multiple client engagements and deadlines in a remote environment.
- Prior experience in Client Accounting Services, public accounting, or outsourced CFO/accounting advisory work is highly beneficial.
- Bachelor’s degree in Accounting, Finance, Business, or a related field; professional certifications are a plus.
- Comfort working independently in a remote setting, with a high level of integrity, attention to detail, and commitment to client service.