Accounting Client Manager

Trueline's client, a growing multi-office tax and accounting firm serving individuals and small businesses, is seeking a Client Advisory Manager - Accounting and Tax Services to join its Staten Island, New York team. This client-facing leader will manage bookkeeping operations, help business owners understand their financial position, and serve as the link between clients, bookkeepers, and tax specialists. The role offers a clear path to Director for someone who can strengthen client relationships, improve service delivery, and help build a scalable advisory practice.

What You'll Do as the Client Advisory Manager - Accounting and Tax Services:

• Manage and develop a team of bookkeepers while establishing clear expectations for quality, accuracy, timeliness, and client service
• Serve as the primary relationship manager for individuals and small business owners, helping them understand their financial results and next steps
• Review financial statements, P&Ls, balance sheets, bookkeeping records, and completed tax returns to identify questions, risks, and planning opportunities
• Translate accounting and tax information into clear, practical guidance for clients
• Coordinate communication between clients, bookkeepers, tax preparers, and senior tax specialists
• Recognize when a client situation requires deeper tax expertise and bring in the appropriate specialist at the right time
• Review QuickBooks files, identify bookkeeping concerns, and guide the team on corrections needed for accurate reporting and tax readiness
• Lead client meetings involving bookkeeping, business performance, tax planning needs, and broader advisory opportunities
• Manage client expectations, resolve service issues, and handle difficult or time-sensitive conversations professionally
• Identify additional services that may benefit clients, including bookkeeping support, tax planning, advisory services, and related accounting solutions
• Improve workflows, communication standards, and handoffs between the bookkeeping and tax teams
• Help build the structure, processes, and team needed to support continued growth across multiple offices
• Travel to other office locations as needed

Must-Haves as the Client Advisory Manager - Accounting and Tax Services:

• Experience managing, mentoring, or overseeing bookkeepers or client accounting professionals
• Strong client relationship management skills, particularly with individuals and small business owners
• Ability to read and understand individual and business tax returns without being responsible for preparing them
• Ability to review P&Ls, balance sheets, general ledgers, and other financial reports and explain the findings to clients
• Strong QuickBooks knowledge, including the ability to review client files and identify bookkeeping issues
• Working knowledge of GAAP and sound accounting practices
• Ability to recognize potential tax issues or planning opportunities and determine when to involve a tax specialist
• Experience coordinating work across bookkeeping, accounting, tax, or advisory teams
• Strong communication skills and the confidence to lead client meetings and manage challenging conversations
• A direct, honest, and transparent working style, including the ability to raise concerns and respectfully challenge decisions
• Strong organizational skills and the ability to manage multiple clients, priorities, and deadlines
• Ability to work from the Staten Island office and visit other locations when needed

Nice-to-Haves as the Client Advisory Manager - Accounting and Tax Services:

• CPA license, EA credential, or accounting-related certification
• QuickBooks ProAdvisor certification
• Background in client accounting services, outsourced accounting, bookkeeping management, or CAS
• Experience working in a tax and accounting firm
• Experience leading teams across multiple offices
• Familiarity with tax planning concepts for individuals and small businesses
• Outsourced controller, fractional CFO, or business advisory experience
• Business development, cross-selling, or client relationship expansion experience
• Experience supporting a high-volume client service environment

Our Client Offers:

• Base salary depending on experience plus performance-based bonus compensation; total comp $90,000-$135,000
• Opportunity to advance to Director within approximately one to two years
• Medical coverage through UnitedHealthcare with an employer contribution
• 401(k) with a 3% employer match
• PTO that may be negotiated up to three weeks based on experience
• Early Friday office closures during designated off-peak periods
• Paid federal holidays and additional scheduled holiday closures
• A close-knit workplace built around integrity, candor, mutual respect, and accountability
• The opportunity to shape a growing client advisory function rather than simply inherit an established process

Trueline and its clients are unabashed equal-opportunity employers committed to a diverse workforce. We welcome smart and ambitious applicants and recruit, refer, hire, place, and promote without regard to race, color, gender, religion, national origin, ancestry, citizenship, disability, age, sexual orientation, or any other characteristic protected by federal or state law.