Client Services Manager

1-800Accountant; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

A financial services firm is seeking a Pod Manager to lead a dedicated team in delivering various services. The ideal candidate should have 5-7 years of management experience in financial services and possess a Bachelor's degree in a relevant field. The role focuses on team leadership, strategic planning, and ensuring client satisfaction. This position emphasizes continuous improvement and a strong culture within the Pod.

Qualifications

• 5-7 years of experience in a management role within financial services or accounting.
• Strong comprehensive knowledge of tax, compliance, bookkeeping, and payroll services.
• Demonstrated experience in leading and mentoring multi-disciplinary teams.

Responsibilities

• Drive the vision and culture for the entire Pod.
• Manage key performance indicators (KPIs) and conduct performance evaluations.
• Collaborate with senior leadership for resource allocation.

Skills

Strategic thinking

Problem-solving

Interpersonal skills

Communication skills

Negotiation skills

Education

Bachelor’s degree in Business Administration, Finance, or Accounting

Tools

Industry-standard accounting software

Management software

Job description

Position Summary

The Pod Manager is a strategic leadership role responsible for the overall performance and direction of a multi-disciplinary Pod. The Pod Manager will lead a team of professionals delivering Advisory, Tax Prep and Compliance, Bookkeeping, and Payroll services to our clients. This role is focused on long-term success, team development, and strategic alignment with the company's broader objectives. The ideal candidate will be a strong leader with a vision for the department's culture and a commitment to continuous improvement.

Key Responsibilities

• Pod Leadership: Drive the vision and culture for the entire Pod, mentoring supervisors and fostering an environment of accountability and continuous improvement.
• Performance Management: Manage key performance indicators (KPIs), fostering a data-driven culture within the Pod. Conduct formal performance evaluations and make data-informed decisions to set goals for the Pod.
• Strategic Planning: Collaborate with senior leadership to plan for future operational needs and ensure resources are allocated effectively.
• Process Improvement: Analyze performance data and workflows to identify opportunities for significant improvements in efficiency, quality, and cost-effectiveness within the Pod's services.
• Cross-Functional Collaboration: Act as the primary liaison between the Pod and other areas of the business.
• Team Building: Lead the recruitment, hiring, and onboarding strategy to build a capable and resilient team within the Pod.
• Client Relations: Oversee key client relationships, acting as a point of escalation and ensuring client satisfaction and retention.

Qualifications

• Experience: 5-7 years of progressive experience in a management role within the financial services, accounting, or business advisory industry.
• Education: Bachelor’s degree in Business Administration, Finance, Accounting, or a related field. CPA or EA preferred.
• Leadership: Demonstrated experience in leading, mentoring, and developing multi-disciplinary teams.
• Industry Knowledge: Strong, comprehensive knowledge of tax, compliance, bookkeeping, payroll, and advisory services.
• Skills: Exceptional strategic thinking and problem-solving abilities; Proven ability to manage budgets and allocate resources effectively; Excellent interpersonal, communication, and negotiation skills; Proficient with industry-standard accounting and management software.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.