Manager, Client Accounting and Advisory Services

About Manning Elliott

At Manning Elliott, we believe in the power of people. With a commitment to excellence and a focus on building strong relationships, we deliver exceptional accounting and advisory services to our clients. We're more than just CPAs; we're trusted partners in our clients' success stories. Our vibrant team is composed of experts dedicated to continuous learning, collaboration, and community impact. Join us in shaping the future of accounting

The Role

We are looking for a seasoned accounting professional with strong leadership skills to manage our Client Accounting & Advisory Services team. This role is pivotal in ensuring clients receive accurate, timely, and high-quality bookkeeping, payroll, and financial support. You will lead a team responsible for onboarding and account management, driving operational excellence and client satisfaction throughout the engagement lifecycle.

The successful candidate will combine technical expertise in bookkeeping and payroll with a passion for client service and team development. You will establish best practices for onboarding, streamline workflows, and foster a proactive approach to client retention and engagement.

What You'll Do

• Team Leadership:
  Provide leadership and guidance to the CAAS team, including onboarding and account management, ensuring exceptional client service and operational excellence.
• Client Onboarding:
  Oversee the onboarding of new clients, guiding them from initial engagement through full integration into our services, and ensuring all financial systems and reporting are accurately established.
• Client Success:
  Develop and maintain effective strategies for managing client accounts, incorporating routine check-ins, monitoring satisfaction levels, and ensuring prompt resolution of any issues that arise.
• Process Optimization:
  Implement standardized methods for handling bookkeeping and payroll tasks, reducing redundancies and improving overall productivity.
• Collaboration:
  Work closely with internal teams to ensure a seamless client experience.
• Performance Management:
  Track and analyze performance metrics related to client success and operational efficiency, using insights to drive improvements.
• Issue Resolution:
  Take ownership of high-level issues, delivering clear resolutions that maintain client confidence and trust.
• Continuous Improvement:
  Promote a team environment focused on client-first service, ongoing development, and operational excellence.

What You Bring

• Educational Background:
  Post-secondary education in Accounting, Finance, or a related discipline; professional designations such as CPA or CPB considered an asset.

Experience:

• Minimum seven years in accounting or financial operations, including at least three years managing teams and driving client-focused initiatives.
• Expertise in managing end-to-end bookkeeping processes, ensuring accuracy and compliance across all financial activities.
• Demonstrated ability to lead account management and onboarding functions, fostering collaboration and performance improvement.
• Proven ability to create and refine workflows that enhance efficiency and elevate client experience.
• Proven ability to drive client satisfaction and retention through proactive engagement and relationship management.

Skills:

• Strong technical knowledge of bookkeeping processes, payroll administration, reconciliations, and financial reporting.
• Solid interpersonal and analytical skills, capable of turning complex financial information into clear, practical guidance for clients.
• Proficiency in analyzing performance data and leveraging metrics to enhance client outcomes.
• Proven ability to lead distributed teams while maintaining strong collaboration and service standards.

Why You'll Love Working Here

• Supportive Culture:
  We prioritize work-life balance and provide a friendly environment where you can thrive.
• Professional Development:
  Opportunities for continuous learning and professional growth, including training, certifications, and mentorship programs.
• Community Impact:
  Participate in community service initiatives and give back through firm sponsored activities.
• Flexible Work Options:
  At our firm, we understand the importance of work-life balance in fostering a happy and thriving team. That's why we offer the freedom to create your workday schedule within core working hours, as well as hybrid work arrangements that are aligned with personal and business needs.
• Fun & Engaging Team Events:
  Enjoy team-building activities, social events, and wellness programs.