Accounting Client Services Manager

W3Global; Morro Bay (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with employer match

Medical insurance

Dental insurance

Vision insurance

Paid time off

Holiday pay

Job summary

W3Global, a boutique accounting firm, seeks a highly organized Client Services Manager to support the Principal CPA, staff, and clients in Morro Bay, CA. The role combines executive support, client service, and office operations to keep deadlines met and communications timely.

You will manage calendars, coordinate travel, handle document exchanges, and assist with QuickBooks coding and budgeting tasks while maintaining confidential records.

Qualifications

• 3-5 years in administrative, executive support, office management, or client services.
• Experience in accounting, financial services, or professional services preferred.
• Bachelor's degree preferred.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.

Responsibilities

• Serve as primary contact for clients, vendors, and staff.
• Manage Principal's calendar, meetings, and deadlines.
• Track deliverables, due dates, and follow-ups.
• Maintain organized client files and confidential records.
• Coordinate secure document exchanges between clients and staff.
• Prepare correspondence, meeting agendas, documents, and client materials.
• Schedule meetings, take notes, and track action items through completion.
• Support mail, scanning, filing, and general office administration.
• Assist with travel and accommodations for staff and clients.
• Track expenses, receipts, supplies, and basic budget information.
• Assist with QuickBooks coding and basic accounting admin tasks.
• Maintain office supplies and ensure the Principal's office is organized.
• Provide occasional personal and administrative support to the Principal.
• Handle sensitive financial and client information with discretion.

Skills

Client services

Executive support

Office management

Communication skills

Discretion

Education

Bachelor's degree preferred

Tools

Microsoft Word

Excel

Google Workspace

Dropbox

Zoom

QuickBooks

Job description

A boutique accounting firm is seeking a highly organized and proactive Client Services Manager to support the Principal CPA, staff, and clients.

This person will serve as a key administrative and client-service resource, ensuring the Principal and firm stay organized, deadlines are met, clients receive timely communication, and day-to-day office operations run smoothly.

Key Responsibilities

• Serve as a primary point of contact for clients, vendors, and internal staff.
• Monitor, prioritize, and respond to inbound communications.
• Manage the Principal's calendar, appointments, meetings, and deadlines.
• Track client deliverables, due dates, engagement letters, and follow-ups.
• Maintain organized digital and physical client files and confidential records.
• Manage secure document exchanges between clients and staff.
• Prepare correspondence, meeting agendas, documents, and client materials.
• Schedule meetings, take notes, and track action items through completion.
• Support mail, scanning, filing, and general office administration.
• Assist with travel and accommodations for staff and clients.
• Track expenses, receipts, supplies, and basic budget information.
• Assist with accounting-related administrative tasks and QuickBooks coding.
• Maintain office supplies and ensure the Principal's office is organized.
• Provide occasional personal and administrative support to the Principal.
• Handle sensitive financial and client information with discretion.

Qualifications

• 3-5 years of experience in a similar administrative, executive support, office management, or client services role.
• Experience in accounting, financial services, or professional services is strongly preferred.
• Bachelor's degree preferred.
• Excellent written and verbal communication skills.
• Strong organizational skills and exceptional attention to detail.
• Ability to prioritize multiple deadlines and follow through independently.
• Proficiency with Microsoft Word, Excel, Google Workspace, Dropbox, and Zoom.
• Basic understanding of digital/server file organization.
• QuickBooks experience is a plus.
• Professional appearance and polished client-facing communication.
• High level of discretion and integrity.
• Comfortable working hands-on in a fast-paced office environment.
• Ability to lift up to 25 pounds when needed.
• Willingness to work overtime and follow the firm's restricted-vacation policy during tax season.

Compensation & Benefits

• 401(k) with employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Paid time off
• Holiday pay

Work Location: In person