Accounting Client Services Manager

About the role

A boutique accounting firm is seeking a highly organized and proactive Client Services Manager to support the Principal CPA, staff, and clients. This person will serve as a key administrative and client-service resource, ensuring the Principal and firm stay organized, deadlines are met, clients receive timely communication, and day-to-day office operations run smoothly.

Responsibilities

• Serve as a primary point of contact for clients, vendors, and internal staff.
• Monitor, prioritize, and respond to inbound communications.
• Manage the Principal's calendar, appointments, meetings, and deadlines.
• Track client deliverables, due dates, engagement letters, and follow-ups.
• Maintain organized digital and physical client files and confidential records.
• Manage secure document exchanges between clients and staff.
• Prepare correspondence, meeting agendas, documents, and client materials.
• Schedule meetings, take notes, and track action items through completion.
• Support mail, scanning, filing, and general office administration.
• Assist with travel and accommodations for staff and clients.
• Track expenses, receipts, supplies, and basic budget information.
• Assist with accounting-related administrative tasks and QuickBooks coding.
• Maintain office supplies and ensure the Principal's office is organized.
• Provide occasional personal and administrative support to the Principal.
• Handle sensitive financial and client information with discretion.

Requirements

• 3-5 years of experience in a similar administrative, executive support, office management, or client services role.
• Experience in accounting, financial services, or professional services is strongly preferred.
• Bachelor's degree preferred.
• Excellent written and verbal communication skills.
• Strong organizational skills and exceptional attention to detail.
• Ability to prioritize multiple deadlines and follow through independently.
• Proficiency with Microsoft Word, Excel, Google Workspace, Dropbox, and Zoom.
• Basic understanding of digital/server file organization.
• QuickBooks experience is a plus.
• Professional appearance and polished client-facing communication.
• High level of discretion and integrity.
• Comfortable working hands-on in a fast-paced office environment.
• Ability to lift up to 25 pounds when needed.
• Willingness to work overtime and follow the firm's restricted-vacation policy during tax season.

Benefits

• 401(k) with employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Paid time off
• Holiday pay

Work Location: In person