Accounting Services Manager
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Job Description
Job Description:
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.
We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.
At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.
Responsibilities:
Develops and strengthenslong termrelationships with clients.
Orchestrates and implements new client processes and handles theinitialset-up of 3rdparty applications that the firm and client will use to collaborate for ongoing monthly engagements.
Perform client onboarding in compliance with the Outsourced Finance and Accounting Services (OFAS) standard onboarding process.
Works with the Directors to schedule client jobs andmonitorjobs to ensure they are on time and on budget, quicklyidentifyingissues and working with the team to findan appropriate solution.
Review work in process and perform billing on assigned jobs.
Supervise, train, andassistOFAS associates with regards to accounting services for clients in preparing workpapers, entering transactions into accounting system, performing monthly financial statement reconciliations, and preparing engagement correspondence with the client.
Review and perform, when necessary, all client work to ensure it isaccurateand compliant with the scope of the engagement.
Identifyout ofscopework and communicate with client, if possible, beforecommencingtheout of scopework.
Adopts, champions, and improves the OFAS standard processes and procedures.
Maintenance and ensuring internal compliance of the OFAS standard processes and procedures, as well as any client directed processes that need to be followed.
Manage unexpected and sometimes urgent client matters as they arise.
On time delivery with regards to internal and external deadlines.
Recommend opportunities for improvement ofclient’sprocesses.
Run custom financial reports on a regular basis atrequestof internal or external customers.
Preparation of client KPIs and other management reports.
Budgeting and forecasting projects as needed byclient.
Direct contact with 3rdparty vendors for routine clientaccountand support matters.
Serves asliaisonbetween the client and the tax team toassistin information gathering.
Have a clear understanding of the firm's and the OFAS practice policies and procedures and a general knowledge of firm products and servicesin order tooffer value added services to the client.
Other duties and projects as assigned.
Requirements/Qualifications:
Bachelor’s degree in accounting or financepreferred.
Adapts easily to learning new software applications anddemonstratesproficiencywith core applications.
Efficient entry of transactions with average or above-average data entry time realizations and rates of accuracy.
Able and willing to learn and usenew technologysoftware skills efficiently.
5-7 years accounting services experience, with 2-3 years of managing staff, related to financial statement reconciliations including accounts payable, accounts receivable, payroll, and month-end financial statements/general ledger through trial balance.
Knowledge and experience with various software packagespossessingthe ability to easily learn new software applications.Positionwill work primarily with QuickBooks Online, QuickBooks Desktop, Bill.com, a variety of payroll providers, MicrosoftOffice applications including Teams.
Has obtained applicable software certifications.
Attention to detail with the ability to multitask with ease and professionalism across a variety of industries in afast-pacedenvironment.
Project management skills are critical with the ability to manage unexpected and sometimes urgent client matters as they arise.
Strong interpersonal, relationship building, and coaching skills, with the ability to motivate and manage staff.
Client-centric approach to all matters.
Team playerapproachto allow for cross functional assignments.
Excellent verbal and written communication skills via telephone, video, and email.
Unrelenting commitment to client satisfaction.
Works with confidential client matters, requires ability tomaintainconfidentiality.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.