Client Service Manager Jobs

Manager, Client Accounting Services Small Business-Healthcare

Overview ============ Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: ==================== Manager, Client Accounting Services, Small Business-Healthcare Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We’re looking for a Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve as an Accounting Manager for multiple clients across the country, working with a team of professionals. This position is responsible for providing our client companies best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients’ company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the Manager acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly. Oversee and provide exceptional service to clients including accounting and advisory services Manage production of monthly, quarterly, and financial reports and benchmarking Provide recommendations for business and process improvements Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions Coach, train, and mentor staff on client service, tax, and accounting matters Oversight and management of current client engagement team Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows Qualifications Bachelor's Degree in Accounting or related field required CPA and/or MBA preferred Public Accounting experience a plus Six (6) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records Excellent understanding of Generally Accepted Accounting Principles (GAAP) Strong understanding of the Healthcare and Senior Living sectors; willing to train the right candidate Effective communication skills and ability to manage client relationships Exceptional attention to detail Experience with industry software systems, including Sage Intacct, QBO, Yardi, Point Click Care and/or Matrix Care; willing to train the right candidate Personable, professional demeanor with growth potential within the firm * Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook

Client Accounting Services Manager

Overview: Location: Akron, OH Work Arrangement: In-office A Day in the Life A typical day as a Client Accounting Services Manager in Akron, OH might include the following: Manages client relationships by monitoring client needs and building value into professional service. Actively handle day-to-day accounting needs for clients, functioning as their accounting department. Oversee and review the work of outsourced accounting specialists and senior specialists. Serve as a key point of contact on day-to-day accounting matters for the client. Utilize technology to properly account for all accounting transactions for the client in real-time. Reconcile client bank accounts. Calculate month-end balancing and journal entries and provide an analysis of GL accounts. Work closely with or act as the outsourced CFO to provide advisory services to clients including budgeting, forecasting, and cash flow management. Responsible for communicating month-end results to clients. Prepare reports, returns, and other documents as required, including sales tax reports, year-end tax forms, monthly/quarterly/annual financial statements, and other reports required by clients. Provide the outsourced CFO with analysis of accounting information for high-level advisory services. Make recommendations on how to streamline the processes. Provide feedback in order to develop the outsourced accounting practice. Provide mentoring and technical training for staff in the outsourced accounting services area. Responsible for identifying opportunities to cross-sell Eide Bailly services to clients. Perform client billings for accounting services provided. Participate in all areas of business development. Ensure timely and accurate performance on assigned projects. Maintain compliance with project budgets, turnaround times, and deadlines. Who You Are Bachelor’s Degree in Accounting preferred; an equivalent combination of education and experience may be substituted. 5+ years of accounting or bookkeeping experience required. Valid CPA or CMA license or working towards obtaining one of these licenses preferred. Advanced knowledge of general ledger accounting and principles. Ability to think innovatively to incorporate technology solutions and streamlined processes. Ability to communicate clearly in writing and verbally. Ability to work on multiple projects and meet deadlines by setting priorities with work projects. Ability to establish and maintain effect working relationships with co-workers and clients. Proficient with computers, Microsoft Office (Word and Excel), QuickBooks, and using various software packages. Must be authorized to work in the United States now or in the future without visa sponsorship. Culture at Eide Bailly Integrity. Meaningful Relationships. People. Authenticity. Trust. That’s how we work. Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. Our people are the foundation for our success. People join Eide Bailly for the opportunities and stay because of the culture. We’re focused on building a collaborative workplace based on integrity, authenticity, and support for one another. You’ll find opportunities for education and career growth, a team dedicated to your growth and success, and benefits that put you and your family’s needs first. Hear what our employees have to say about working at Eide Bailly. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources—a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-LH1

Tax Manager, Private Client Services - Sacramento

$91,220 - $172,950/yr

Overview ============ Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: ==================== Responsibilities -------------------- Within the past year, Moss Adams and Baker Tilly combined and are better than ever together. As the #6 public accounting firm in the U.S. and growing, it is a prime time for talented career-driven individuals to find out how joining the team at an innovative and upward bound firm may catapult their careers further than they ever could imagine. Join Baker Tilly as a Tax Manager with our Private Client Services/Private Wealth team! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You’ll enjoy this role if: You are looking for an opportunity to expand your career in performing tax compliance and consulting services for private wealth individuals and flow-throughs, becoming an expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm who serves their clients with their clients’ and employees’ best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now, for tomorrow What you will do: Be a trusted member of the team providing various tax, accounting and advisory services to small business clients: Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials. Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery Maintain current knowledge of local, state, and federal tax practices and laws Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications ------------------ Successful candidates will have: Bachelor's degree in accounting or related major; master's or advanced degree desirable Licensed CPA, EA, or JD required Five (5)+ years of experience providing individual and flow-through accounting and advisory services in a professional services firm Two (2)+ years of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Private wealth/High Net Wealth industry experience preferred The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.* #LI-MS

Client Service Manager

Requisition Number: 39717 Job Location: Johannesburg, ZAF Work Type: Office Working Employment Type: Permanent Posting Start Date: 29/01/2026 Posting End Date: 05/02/2026 :Job Summary Standard Chartered supports client businesses across Asia, the Middle East, and Africa by offering Cash Management and Trade services that combine ecosystem integration, Agile solutions, and API (application programming interface) capabilities. The Client Service Account Manager takes care of client relationships for complex, multi-market International Corporate clients. These clients come from sectors like Industrial Services \& Transportation, Energy \& Natural Resources, Technology, Media \& Telecom, Consumer Retail \& Healthcare, Public Sector Development Organizations, and Commodity Trade \& Agriculture. The Client Service Manager is fully responsible for service delivery across our Global Corporate client base. Working without supervision as an individual contributor, this role represents the bank and champions the assigned client portfolio, gaining a deep understanding of clients’ businesses to build strong partnerships that connect them effectively to Standard Chartered, boosting the bank’s market reputation and supporting business growth. Key Responsibilities Collaborates with Sales and Relationship partners during the RFP/RFI process as a Service Specialist. Delivers on client business-as-usual needs, proactive engagements, projects, and initiatives. Embraces a learning mindset and solution-focused approach through continuous learning, process mapping, system navigation, and data analysis. Supports the digital adoption and project management agenda across all initiatives. Proficient in systems and online banking navigation and functionality, with strong expertise in operations, processes, risk management, client lifecycle support, and systems. Builds and nurtures strong client relationships throughout the implementation cycle, identifying additional cross-sell opportunities. Leverages client engagement to enhance service levels, coordinate with stakeholders, and maintain regular communication with project teams, clients, and internal partners. Collaborates with operations, risk, business, support hubs, service counterparts, and product teams. Provides user training and functional support on the Straight2Bank online banking platform, including new product navigation and payment file types. Drives improvements in internal and external processes to increase efficiency, such as transitioning from manual to electronic workflows, promoting digital and product adoption, system updates, and regulatory compliance. Leads key client change initiatives as project manager, facilitating calls and managing plans and roadmaps at country, regional, and team levels. Conducts in-depth country analyses to understand market environments and activities, aiming to enhance existing business, explore new opportunities, and leverage market changes for client and Standard Chartered benefit. Maintains comprehensive knowledge of clients’ business and operating models. Serves as senior escalation point for high-severity incidents, including critical payments like payroll and tax. Manages incidents with branches and clients, coordinating with Incident Management teams and affected markets. Advocates for clients globally, ensuring issues are resolved through project management and coordinated action with support teams, internal client groups, and product partners. Conducts regular service reviews and pulse checks to guarantee quality in query handling. Qualifications and Experience 10 years of Financial Services Industry experience or similar work experience. Minimum of a degree, preferably within Finance Excellent communication to manage discussions at all levels. Innovative solution viewpoint / recommendations with understanding of clients' technical needs Problem-solver with excellent attention to detail Comprehensive Cash management products knowledge In-depth and broad technical understanding of end-to-end client and trade life cycles in cash management space Experience in leading critical transactional Support by facilitating resolution for complex transactions related issues and exception handling. Strong Experience in collaborating effectively with regional /global stakeholders across functions to come up with sustainable client centric solutions to resolve escalated issues or complaints. Experience in global stakeholder management – ability to influence stakeholders by efficiently explaining service requirements and demonstrating impact of client service as a key competitive driver. Ability to collaborate as a team and contribute effectively to proactive service initiatives locally such as Client Service Plans in a coordinated fashion with Relationship Managers and Global Account Managers. Skills Manage Conduct Business - Products and Processes Stakeholder Management Strategic Thinking Business - Business Partnering Business – Process Management About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.