Client Manager

Purpose of the role:

Maintain client accounting and prepare financial statements for each Company of the client.

  • Reports to: Operations Manager
  • Hours: Full-time

The Ideal Candidate

An upbeat, multi-tasker, that has great attention to detail. The Client Manager should put the client first, be a team player, have patience, and the ability to promote the Core Values of Rulien & Associates.

Key Responsibilities & Duties:

  • Manage high level clients account weekly or monthly depending on services provided
  • Reconcile high level clients’ accounts monthly with statements
  • Pull together workpapers monthly on your assigned clients
  • Prepare any required tax related forms for your assigned clients (i.e. sales tax, BPAR, etc)
  • Adhere to financial statement due dates
  • Review workpapers and work output from bookkeepers
  • Provide feedback/ notes to bookkeepers
  • Provide status updates to operations manager for the department as a whole
  • Ensure bookkeeping department is meeting and adhering to deadlines/ hold meetings as needed
  • Handle meetings and consulting with clients regarding their financial statements
  • Client consulting on various software programs
  • Client onboarding of new clients assigned to you
  • Other duties as assigned

Work Experience, Skills & Strengths

  • Bookkeeping or accounting office
  • Ability to learn new software
  • Ability to adapt to technology
  • Ability to work with a team (remote and in office)
  • Ability to write professional emails
  • Excellent customer service skills

Academic, Certifications & Trade Qualifications

  • High school graduate/diploma
  • Accounting bachelor’s degree preferred or bookkeeping associates degree
  • QuickBooks® online experience required
  • Microsoft office experience