What are the responsibilities and job description for the Client Accounting Services Manager position at Grapp Lerash?
Job Title: Client Accounting Services (CAS) Manager
Location: Saginaw, MI
Reports To: Managing Partners
We are accounting, done differently.
We don’t adhere to the traditional public accounting norms, and we promote an honest, ethical, and collaborative culture throughout the Firm. We strive to provide exceptional client service with an entrepreneurial spirit and authenticity that knows no bounds. Together, we are building a new-age CPA firm focused on supporting and empowering our team and clients to be better every day.
At Grapp Lerash, we hold ourselves to a higher standard governed by our core values.
We are:
Passionate – we have an intense and unwavering commitment to a relentless pursuit of excellence.
Unique, and authentic – we celebrate the genuine expression of individuality, cherishing the differences among our team, but staying true to ourselves.
Synergists – you can find us collaborating to harness the power of collective brilliance.
Fearless, yet confident – our team tackles challenges with boldness and assurance, comfortable with uncertainty and a risk-adjusted approach.
Curious – we Question, Investigate, and Discover. It’s an intrinsic call to continuously seek knowledge and growth with an open-minded approach.
Our professionals serve the Great Lakes Bay Region and other parts of Michigan with a commitment to quality and transparency by providing unmatched service to various clients.
Position Summary
As a Client Accounting Services Manager, the ability to go beyond the numbers and provide top-tier accounting, payroll, and advisory services to a wide range of clients across diverse industries is critical to day-to-day success. This role is pivotal in providing financial insights to clients, maintaining financial records, and ensuring compliance with accounting and payroll requirements.
A successful candidate in this position will also train, mentor, and manage accounting staff, helping to develop a highly proficient team that exceeds expectations.
The ideal candidate will possess research skills, coupled with an analytical and intuitive mindset. Sound business judgment, a mind for critical thinking and problem solving, and thorough organizational skills are just a few of the qualities necessary to carry out this role.
Key responsibilities:
1. Oversee the day-to-day accounting and payroll activities for assigned clients, including ledger and sub-ledger management.
2. Complete and ensure timely and accurate recording of transactions, reconciliations, and adjustments.
3. Coordinate and lead the month-end close process for client accounts.
4. Prepare and review financial statements, including balance sheets, income statements, and cash flow statements.
5. Serve as a main point of contact for clients, building strong relationships centered on Grapp Lerash’s core values.
6. Onboard new clients and develop an accounting system to meet client needs.
7. Develop and mentor accounting staff to create a cohesive and collaborative team.
8. Possess a passion for meeting deadlines while exceeding expectations, all while handling multiple priorities.
9. Identify opportunities for process improvement and lead implementation of new accounting and payroll software stacks.
Qualifications:
1. Bachelor’s Degree in Accounting or in a similar field. A desire to obtain CPA license or an active CPA is a plus!
2. 5 or more years of experience in the accounting industry.
3. Proficiency in QuickBooks Online and Microsoft Excel.
4. Demonstrated agility with serving multiple clients simultaneously.
5. Ability to thrive under pressure and meet deadline expectations.
6. Leadership skills, sound judgement, and the ability to effectively interact with Firm personnel and clients.
7. Ability to handle sensitive situations with confidentiality and extreme discretion.
8. Strong office and interpersonal skills and an adaptive intellect.
9. Ability to recognize problems, ask the right questions, think critically, and contribute to identifying solutions.
10. Confident, credible, and effective communicator, both verbally and in writing.
11. Ability to travel as needed, which may approximate 5-10% of time.
12. Willingness to get the job done. This is an exempt position, so hours that exceed a standard 40-hour work week will be required during busy times.
13. Commitment to the Firm’s values, excellent client service, and business growth.
Work Environment
Headquartered in the heart of Saginaw’s historic Old Town district, our office showcases our unique and authentic nature, celebrating a building over 100 years old with original architectural elements, exposed beams, tiled ceilings, and floor-to-ceiling cathedral-style windows. Cut with modern aesthetics, such as glass-walled offices and conference rooms, as well as a team lounge, the physical environment is truly something to behold. Professionally, our team works collaboratively together, with direct partner interaction. Our team possesses an opportunity to shape processes and service offerings, supported by our entrepreneurial culture. Our roles are generally office-based with occasional remote work optionality.
Community, focused.
Community is at the forefront of everything we do. Our internal community of associates is the launching pad for involvement in resident communities and workplace communities. We embrace a downtown ideal, committed to revitalization and engagement. Our team supports and promotes the careers of women and professionals of diverse socioeconomic backgrounds, and while we don’t necessarily promote a prideful nature, we are especially proud of this. Our success is predicated on our people, who provide a naturally diverse and unique perspective.
Benefits.
Grapp Lerash provides best-in-class benefits that focus on our team. We offer a 401(k) plan with a contribution of three percent of compensation made, without any strings attached. We are a family-friendly firm, supporting working parents and the families they support with a completely flexible schedule. Our paid time off is second to none, coupling four weeks of discretionary time off, plus ten observed holidays and in-service Firm Fun Days. We also offer company-paid life insurance, disability insurance, and professional development assistance.
Grapp Lerash is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.