Client Accounting Lead

Annapolis 2 days a week in office, MD
Full Time

Client Accounting Lead

The Client Accounting Manager is responsible for computing, classifying, and calculating the fundamental aspects of a client’s financial recordkeeping, including recording financial transactions, managing accounts payable and receivable, cash management, balance sheet reconciliations and financial reporting.

Essential duties and responsibilities

• Lead a team of professional accountants and bookkeepers who are responsible for financial reporting and the accounting functions for a portfolio of managed and leased real estate in multi-state environment.

• Maintain exemplary relationships with multiple clients and internal stakeholders that include, Executive Team, Operations, Sales & Marketing and Finance Planning and Analysis.

• Oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or financial reporting standards.

• Develop staff by managing performance, setting goals, providing ongoing training, and maintaining strong employee relationships.

• Manages the onboarding process of new clients to include bank accounts, merchant accounts, • Assess current practices and procedures and make recommendations for improvements.

• Ensures compliance with local, state, and federal government requirements.

• Prepares budget templates and assists with budget preparation.

• Prepare monthly client invoices in accordance with the Management Agreement.

• Work with client internal and external auditors to ensure correct and timely closing and reporting at year-end.

Qualification requirements

• Bachelor’s degree in accounting, CPA preferred.

• 7+ years of progressive accounting experience required.

• 3+ years of leadership experience required.

• US GAAP training and experience.

• Experience with acquisitions and purchase price allocations.

• Excellent verbal and written communication abilities across all levels of an organization.

• Strong leadership skills with a dedication to driving and achieving results.

• Ability to effectively present information in one-on-one and/or group situations to management, clients, and other employees of the organization.

• Ability to define problems, collect data, establish facts, and draw valid conclusion.

• Advanced Microsoft Excel skills required.

• Experience with Quickbooks and Sage Intacct preferred.

• Excellent analytical and problem-solving skills; high degree of accuracy, attention to detail and confidentiality.


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