Senior Manager - Client Accounting Services

Ljbcpa

Dallas (TX)

On-site

USD 100,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401(k) with firm match
Flexible time off
CPE reimbursement
Team-oriented office culture

Job summary

LJB CPA in Dallas seeks a Senior Client Accounting Services Manager to lead the client accounting services team, manage relationships, and oversee daily operations. The role requires strong accounting knowledge and a track record of delivering exceptional client service.

The successful candidate will optimize processes, develop staff, and ensure client satisfaction while upholding regulatory standards and accurate reporting.

Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field required.
  • CPA or CMA certification preferred.
  • Extensive experience in client accounting services and leading teams.
  • Strong knowledge of accounting principles and financial reporting standards.

Responsibilities

  • Lead and manage the client accounting services department and daily operations.
  • Maintain and expand client relationships as the primary accounting contact.
  • Collaborate with clients to align services with financial objectives.
  • Analyze financial data and provide insights to improve performance.
  • Ensure compliance with accounting principles and regulatory requirements.
  • Mentor and develop team members for growth.
  • Implement process improvements to enhance efficiency and accuracy.
  • Prepare and present financial reports and strategic recommendations.

Skills

Client relationship management
Leadership
Communication
Analytical thinking
Problem solving
Excel proficiency

Education

Bachelor’s degree in Accounting, Finance, or related field
CPA or CMA certification preferred

Tools

Microsoft Excel
Accounting software

Job description

Description

At LJB CPA, we don’t just crunch numbers—we cultivate growth. Our mission is to enhance lives and inspire greatness in and for our stakeholders, helping them blossom and reach their highest potential. We exist to support conscious enterprises that aim to make a meaningful, positive impact on society. We believe that by nurturing our people and clients to lead with purpose, our collective ability to elevate humanity is limitless.


We're in a season of high growth, fueled by visionary leadership that’s been mentored by some of the best in the industry. But what truly sets us apart is our culture. At LJB, we honor the whole human being. With unlimited flexible time off, a thoughtful approach to work-life balance even during busy seasons, and a deep commitment to individualized growth paths, we’re building something extraordinary—and we want people who value freedom, creativity, and impact to grow with us.


Position Summary

We are seeking an accomplished and dedicated Senior Client Accounting Services Manager who will play a pivotal role in overseeing and leading our client accounting services team. The ideal candidate will have extensive experience in client relationship management, a deep understanding of accounting principles, and a track record of delivering exceptional service. This position requires a strategic thinker who can optimize processes, develop staff, and ensure client satisfaction.


Key Responsibilities


  • Lead and manage the client accounting services department, overseeing day-to-day operations and ensuring efficient workflow.

  • Develop and maintain strong, long-term relationships with clients, acting as their primary point of contact for accounting needs.

  • Collaborate with clients to understand their financial objectives and tailor services to meet their unique requirements.

  • Monitor and analyze financial data, providing insights and recommendations to enhance client performance and achieve financial goals.

  • Ensure compliance with accounting principles and regulations, maintaining accurate financial records and reports.

  • Mentor, train, and develop team members, fostering a culture of continuous professional growth and teamwork.

  • Implement process improvements to enhance efficiency, accuracy, and service delivery.

  • Prepare and present financial reports, summaries, and strategic recommendations to clients and senior management.

  • Stay updated on industry trends, regulations, and best practices to ensure our services are competitive and cutting-edge.


What We Offer


  • Competitive salary based on experience

  • Work-life balance, including reasonable hours especially outside of peak tax season

  • Health, dental, and vision insurance

  • 401(k) with firm match

  • Flexible time off

  • CPE support / continuing education reimbursement

  • Supportive, team-oriented office culture


Requirements


  • Bachelor’s degree in Accounting, Finance, or a related field; CPA or CMA certification preferred.

  • Extensive experience in client accounting services, with a proven track record of managing teams and delivering exceptional client service.

  • Strong knowledge of accounting principles, financial reporting standards, and relevant regulatory requirements.

  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

  • Proficiency in accounting software and advanced Microsoft Excel skills.

  • Demonstrated leadership abilities and experience in coaching and developing teams.

  • Strong analytical and problem-solving skills, with a keen attention to detail.

  • Ability to work effectively under pressure, manage multiple priorities, and meet deadlines.

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