Client Accounting Service Manager
Skills
About the role
Client Accounting Services (CAS) Manager Part-Time | Remote or Hybrid | Michigan CPA Firm
Harvey & Thompson, PLLC Manistee, Michigan
Compensation: $35-$50 per hour based on experience
Schedule: Flexible, approximately 20-30 hours per week to start
About the Role
Harvey & Thompson, PLLC is seeking an experienced accounting professional to help manage bookkeeping engagements, onboard new clients, oversee accounting projects, and support year-end accounting and tax preparation.
This is not an entry-level position and is not a bookkeeping role. We are looking for someone who can independently manage projects, work directly with business owners, and serve as a resource for our accounting team.
Remote candidates are welcome.
What You'll Do Client Onboarding
Lead onboarding of new bookkeeping and accounting clients
Review accounting systems and records
Design chart of accounts and accounting workflows
Manage accounting cleanup and catch-up projects
Accounting & Bookkeeping Oversight
Review bookkeeping work prepared by staff
Assist with difficult reconciliations and accounting issues
Review monthly and quarterly financial statements
Serve as a resource for bookkeeping staff
Year-End Accounting
Prepare and review year-end workpapers
Reconcile balance sheet accounts
Review payroll and sales tax activity
Prepare accounting files for tax return preparation
Client Service
Meet with business owners
Answer accounting questions
Manage assigned client relationships
Coordinate project deliverables
Tax Support
Prepare business and individual tax returns as needed
Assist with routine tax notices and correspondence
Support year-end tax preparation
Qualifications Required
5+ years of accounting experience
Public accounting experience required
Strong QuickBooks Online and/or Desktop experience
Experience preparing financial statements
Experience with year-end accounting and workpapers
Strong communication skills
Ability to independently manage projects and client relationships
Preferred
CPA, EA, or equivalent experience
Business tax return preparation experience
Construction accounting experience
Manufacturing accounting experience
Payroll and sales tax experience
Experience supervising accounting staff
Familiarity with Thomson Reuters CS Software Suite
Ideal Candidate
This position may be a great fit for:
Former CPA firm senior accountants
Accounting managers
Controllers seeking flexible work
Experienced accountants looking for part-time opportunities
Semi-retired accounting professionals
Why Join Us?
Flexible schedule
Remote work available
Direct interaction with business owners
Opportunity to help grow and shape a bookkeeping and accounting department
Meaningful work without large-firm bureaucracy
We are looking for someone who enjoys solving accounting problems, working directly with clients, and helping businesses succeed.
Pay: $35.00 - $50.00 per hour
Work Location: Remote
Compensation
This Other role pays $35k-$50k/yr. Within typical range for other roles in United States.
Questions about this role
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