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Accounting Services Manager
KSM (Katz, Sapper & Miller). Lead recurring engagement delivery by establishing and maintaining close calendars, reporting protocols, and client work instructions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement delivery, financial reporting, and compliance management while effectively leading teams and managing client relationships. Proficient in budgeting, forecasting, and ensuring tax and audit readiness.
Highest-signal resume keywords
Client Engagement DeliveryFinancial ReportingBudget ManagementTeam SupervisionAccounting Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AccountingFinancial AnalysisBudgetingCost AccountingKPI ReportingTax ManagementAudit ReadinessFinancial ModelingBilling ManagementChange Order Coordination
Soft Skills
Client Relationship ManagementTeam LeadershipCommunicationProblem SolvingCoaching
Certifications & Qualifications
Bachelor’s Degree in AccountingBachelor’s Degree in Finance
Industry Keywords
FP&ACFO Advisory ServicesEngagement ScopePerformance ProcessesInternal ComplianceVendor CoordinationBusiness DevelopmentManagement ReportsWorkpapersClient Service
About the role
Key responsibilities & impact- Lead recurring engagement delivery by establishing and maintaining close calendars, reporting protocols, and client work instructions
- Partner with onboarding teams on new client transitions and stabilize recurring close after transition
- Schedule client jobs and monitor delivery to ensure engagements are on time and on budget
- Review work in process, perform billing, and manage budgets, realization, and profitability
- Review or perform client accounting work to ensure accuracy, compliance, and adherence to engagement scope
- Identify out-of-scope work and coordinate scope updates and change orders
- Prepare or review client KPIs, management reports, financial statements, budgets, forecasts, dashboards, and cost accounting exercises
- Manage payroll and sales tax notices and coordinate issue resolution
- Maintain tax and audit readiness through organized records, workpapers, and information requests
- Support FP&A and CFO advisory services, including financial models and KPI reporting
- Develop client relationships and supervise larger team projects from planning through execution
- Manage performance processes for direct reports, including 1-on-1s, goal setting, evaluations, coaching, and feedback
- Enforce OFAS processes and procedures and ensure internal compliance
- Manage urgent client matters and communicate risks, scope changes, and significant issues
- Coordinate with vendors and service providers and support application or process enhancements
- Collaborate with tax, audit, technology, and advisory departments
- Identify and advance business development opportunities
- Deliver exceptional client service and work product
- Expand centers-of-influence relationships with practice leaders
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or a related field (or equivalent relevant experience)
- 5+ years of relevant accounting experience
- Experience supervising staff
- Experience being responsible for final work product
Benefits
Comp & perks- Employee-owned since 2001, giving every team member a stake in collective success
- Flexibility to manage your time
- Resources and support for career growth and professional development
- Supportive workplace culture
- Opportunities to expand skills, tackle new challenges, and make an impact
- Collaboration, curiosity, and excellence-oriented culture