Client Manager
Purpose of the role: Maintain client accounting and prepare financial statements for each Company of the client.
Reports to: Operations Manager
Hours: Full-time
The Ideal Candidate: An upbeat, multi-tasker, that has great attention to detail. The Client Manager should put the client first, be a team player, have patience, and the ability to promote the Core Values of Rulien & Associates.
Key Responsibilities & Duties:
- Manage high level clients account weekly or monthly depending on services provided
- Reconcile high level clients’ accounts monthly with statements
- Pull together workpapers monthly on your assigned clients
- Prepare any required tax related forms for your assigned clients (i.e. sales tax, BPAR, etc)
- Adhere to financial statement due dates
- Review workpapers and work output from bookkeepers
- Provide feedback/ notes to bookkeepers
- Provide status updates to operations manager for the department as a whole
- Ensure bookkeeping department is meeting and adhering to deadlines/ hold meetings as needed
- Handle meetings and consulting with clients regarding their financial statements
- Client consulting on various software programs
- Client onboarding of new clients assigned to you
- Other duties as assigned
Work Experience, Skills & Strengths
- Bookkeeping or accounting office
- Ability to learn new software
- Ability to adapt to technology
- Ability to work with a team (remote and in office)
- Ability to write professional emails
- Excellent customer service skills
Academic, Certifications & Trade Qualifications
- High school graduate/diploma
- Accounting bachelor’s degree preferred or bookkeeping associates degree
- QuickBooks® online experience required
- Microsoft office experience