Client Manager - Accounting & Advisory Services

LN Accounting Advisor LLC; United States; Remote; USD 90,000 - 120,000; Full time

Job summary

LN Accounting Advisor LLC is seeking a Client Manager for their remote team. This strategic leadership role blends client servicing in business advisory and financial consulting with team oversight. Candidates should possess robust accounting knowledge, leadership skills, and a passion for client service, with opportunities for continuous improvement and teamwork.

Benefits

Medical benefits - Health, vision, and dental (100% paid)

Paid holidays and 20+ days PTO

Virtual rewards and bonuses

Qualifications

• Minimum 5 years of hands-on accounting experience.
• Deep technical knowledge of GAAP and financial reporting.
• Self-starter, effective with minimal direction.

Responsibilities

• Manage and service clients in business advisory.
• Supervise a dedicated team of accountants.
• Lead technical accounting conversations with clients.

Skills

Client service excellence

Financial analysis

Leadership

Problem-solving

Education

Bachelor’s degree in Accounting or Finance

CPA

Tools

QuickBooks Online

Microsoft Excel

Gusto

Bill.com

Job description

Client Manager - Accounting & Advisory Services

Client Manager - Accounting & Advisory Services

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At LN Accounting Advisor LLC, we specialize in Accounting, Bookkeeping, and Outsourced CFO/Controller services for businesses in the consumer product goods and e-commerce sector. We are renowned for our industry-specific expertise and strategic approach. As we continue to grow, we seek ambitious, tech-savvy, and client-centric individuals to join our entirely remote team, dedicated to excellence, continuous improvement, and celebrating team successes.

Role Overview

The Client Manager is a strategic leadership role requiring a strong foundation in Accounting and Finance. This position combines high-level client servicing in business advisory and financial consulting with oversight of accounting operations and team leadership. Reporting directly to the CEO, the Client Manager ensures the delivery of accurate, GAAP-compliant financial services and drives value for clients through deep technical accounting knowledge and financial insight.

Responsibilities - duties of this position include but are not limited to:

Managing Clients

• Manage and service clients in business advisory & financial advice spheres, including strategic meetings, software selection, and business mentoring.
• Ensure timely and exceptional bookkeeping & accounting services by supervising a dedicated team of accountants
• Cultivate and sustain robust relationships with a diverse clientele, addressing inquiries and offering solutions to challenges
• Lead technical accounting conversations with clients and provide strategic advice rooted in deep financial acumen.
• Compose, analyze, and present advanced financial documents including cash flow analyses, budgets, and management reports, ensuring alignment with GAAP and client objectives.
• Supervise full client engagements, ensuring accurate and timely delivery of accounting services.
• Develop a comprehensive understanding of our current client base to cross-sell consulting and accounting services.
• Retain existing clients by prioritizing their needs and responding promptly.
• Manage billing of clients and client profitability.
• Assist and create processes for accounting work when onboarding new clients, ensuring technical accuracy and accounting best practices are followed.

Managing Team

• Lead and train Accounting team members in the USA and in our offshore offices, fostering a culture of continuous learning.
• Managing the performance of team members through performance reviews, training, coaching, 1:to:1 call and career development plans
• Recruiting, training and upskilling accounting talent
• Resource and capacity planning to ensure there are sufficient and trained team members to support the client volume
• Assist team members with technical accounting issues and provide expert guidance on GAAP compliance, financial reporting, and accounting software.
• Hosting Weekly Meetings with Team
• Managing Unused Capacity for all teams and allocating resources as required (i.e. training)
• Oversees the onboarding training of new team members

Other Responsibilities

• Evaluate potential tools for addition to the LN Accounting Advisor’s third-party tech stack
• Research and continue education in all areas of accounting and technology used internally and by clients.
• A firm innovator through commitment to refining processes and using technology to streamline, automate and gain efficiencies with the firm that benefits both the firm and the client.
• Continuously monitor and align SOPs with current operational practices.
• Participate actively in business development and marketing efforts.

Qualifications

• Bachelor’s degree in Accounting or Finance required; CPA preferred.
• Minimum of 5 years of hands-on accounting experience, ideally in public accounting, Big 4, or multi-client consulting environments.
• Deep technical knowledge of GAAP, financial reporting, and accounting operations is essential.
• Proficient in QuickBooks Online, and other related software tools (Gusto, Bill.com)
• Strong financial analysis and advisory skills, with the ability to interpret and communicate complex financial data to clients.
• Knowledge of accounting and operational matters for manufacturing, e-commerce or consumer goods industries
• Working knowledge of inventory & inventory management systems (DEAR, Cin7), preferred
• Strong working knowledge of Microsoft Excel/Gsheets
• Demonstrated leadership capabilities.
• Detail-oriented, with excellent problem-solving skills.
• Experience in a multi-client environment
• Self-starter who is effective with minimal direction
• Commitment to client service excellence and continuous improvement

What We Offer

We are a completely remote firm, based out of Houston, TX, and are avid fans of working as a team. You will enjoy camaraderie, celebrating team successes, collaborating with others to improve client outcomes and never shy away from continuous improvement.

• Medical benefits - Health, vision and dental (100% paid)
• HSA plan (if eligible)
• Paid holidays and 20+ days PTO
• Our team appreciates each member’s contributions every day and want to celebrate their successes and achievements through virtual rewards and bonuses!
• We have the most supportive team members and the coolest CEO
• We value transparency and build positive relationships.
• Our team always seeks out learning opportunities.
• Our team supports kickass business owners/clients and brands.

If you think you would be a good fit, please apply!

• Send your resume to [e-mail] and cc: [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Accounting

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