Client Accounting Services Manager: Full‑Cycle & Advisory

Jones & Roth, PC; Bend, Northern (OR, KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Jones & Roth, PC is seeking a CAAS Accountant to support small- to mid-size business clients across the firm, with a strong connection to the Central Oregon business community. This role blends full-cycle accounting, technology, and advisory services—helping clients improve financial visibility, streamline processes, and make better decisions.

You’ll manage full-cycle accounting (including payroll), deliver timely financial reporting with insights, develop KPIs and dashboards, supervise staff,

Qualifications

• Experience with full cycle accounting including payroll.
• Experience using cloud-based accounting tools; Syft or similar is a plus.
• Ability to develop and track KPIs and financial metrics.
• Detail-oriented, process-focused with strong organizational skills.
• Excellent communication and client relationship skills.
• Experience reviewing work and supporting team development.
• Organized, proactive and comfortable managing multiple clients.

Responsibilities

• Manage full-cycle accounting, including payroll and month-end close.
• Deliver timely financial reporting with insights and recommendations.
• Build and maintain KPIs and dashboards using Syft.
• Provide financial oversight and review of client accounting.
• Improve processes, workflows, and internal controls.
• Support cloud-based systems (QuickBooks Online and integrated apps).
• Assist with budgeting, cash flow tracking, and forecasting.
• Identify trends and communicate actionable insights.
• Supervise staff and interns.

Skills

Full cycle accounting

Cloud-based accounting tools

KPIs and financial metrics

Process-oriented

Communication and client relationships

Team development

Multi-client management

Tools

Syft

Job description

Jones & Roth, PC is seeking a CAAS Accountant to support small- to mid-size business clients across the firm, with a strong connection to the Central Oregon business community. This role blends full-cycle accounting, technology, and advisory services—helping clients improve financial visibility, streamline processes, and make better decisions.

You’ll manage full-cycle accounting (including payroll), deliver timely financial reporting with insights, develop KPIs and dashboards, supervise staff,