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Financial Manager
Bend, OR

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Focus Financial Services

Client Accounting Lead

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Job Description

Client Accounting Lead Focus Financial Services is seeking a highly detail-oriented and discreet Client Accounting Lead to support a high-trust, relationship-driven client environment serving a select group of business interests and entrepreneurial ventures. This role blends hands-on accounting execution with high-trust client service across both ongoing portfolio responsibilities and broader firm support needs. At its core, the position focuses on bookkeeping and payroll support across multiple entities , ensuring accuracy, consistency, and financial integrity across a diverse set of business operations. In addition, this role includes oversight of a curated portfolio of client relationships requiring a more direct, relationship-based presence. What You'll Do Accounting & Payroll Operations (Core Responsibility) Provide full-cycle bookkeeping support across multiple business entities and client accounts Process payroll across varying cycles, ensuring accuracy, timeliness, and compliance Maintain complete and accurate general ledger records across all assigned work Reconcile bank and credit card accounts with a high level of precision Support payroll compliance, including tax filings, deposits, and required reporting Manage payroll setup and maintenance, including employee onboarding, benefits, and deductions Track PTO, vacation, sick time, and related accruals where applicable Step into additional client accounts as needed to support workload coverage and continuity Ensure consistency, accuracy, and reliability across all financial deliverables Financial Reporting & Oversight Prepare and review financial statements, including balance sheets and income statements Support monthly close processes and ongoing reporting cycles Assist with budgeting, forecasting, and variance analysis as needed Maintain adherence to established accounting standards Identify financial trends, discrepancies, and opportunities, and communicate findings with clarity and discretion Support continuous improvement in accounting processes and internal controls Future Growth Opportunity - Client Portfolio Stewardship As you gain experience and become familiar with our clients and processes, you will have the opportunity to grow into a client-facing portfolio management role, which may include: Manage a select portfolio of client entities as the primary accounting contact Build and maintain trusted, long-term relationships with principals and stakeholders Communicate financial activity and results in a clear, concise, and approachable manner Deliver monthly reporting and support ongoing financial visibility and understanding Serve as a reliable point of contact for accounting and payroll-related matters What We're Looking For 5+ years of experience in bookkeeping, accounting, or full-charge accounting roles Strong knowledge of payroll processing, payroll tax compliance, and related regulations Solid understanding of financial reporting standards Experience working across multiple entities or client structures in a professional services environment Proficiency with accounting and payroll systems Exceptional attention to detail and a disciplined approach to accuracy Ability to manage multiple priorities across different entities without compromising quality Strong written and verbal communication skills with a calm, professional tone High level of discretion and comfort working with sensitive financial information Ability to work independently while maintaining strong accountability and follow-through Why This Role Matters This role supports the financial integrity and continuity of Focus Financial Services. It requires precision, discretion, and consistency across a range of business interests. It is best suited for someone who values structured responsibility, quiet excellence, and long-term trust—rather than high-visibility or transactional work. At Focus Financial Services, this role directly contributes to the stability and success of the businesses and families we support every day.
PLEASE SUBMIT RESUME AND COVER LETTER DESCRIBING WHY YOU WOULD BE A GOOD FIT FOR FOCUS FINANCIAL SERVICES TO
RECORDS@FOCUSFINANCIALSERVICE.COM Focus Financial Services Focus Financial Services is a client-centered financial partner dedicated to helping small businesses thrive—because when businesses succeed, families do too. We are intentional about the businesses we partner with, focusing on strong alignment so we can build trusted, long-term relationships and provide the highest level of support and care each client deserves. We provide fractional CFO-level guidance, practical financial support, and hands-on back-office services designed to give business owners clarity, confidence, and peace of mind in their financial operations. Our approach is personal, relationship-driven, and grounded in the belief that every business has a story—and every number reflects the people, families, and goals behind it. We support entrepreneurs and business owners through both day-to-day operations and long-term strategies, including: Fractional CFO advisory Bookkeeping and full-cycle accounting support Payroll processing and compliance Financial reconciliation and reporting Insurance audits and coordination support Year-end business services and financial clean-up At Focus Financial Services, we don't just manage numbers—we help clients understand them, use them, and grow with them. Our goal is to become a trusted extension of each business we serve, offering reliable support, clear communication, and thoughtful financial insight every step of the way. We are proud to be a friendly, approachable, and dependable partner to the businesses and families who rely on us to keep things running smoothly behind the scenes.
Pay:
$25.00 - $28.00 per hour Expected hours: 40.0 per week
Benefits:
Health insurance Retirement plan
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Sick Leave
  • Other Retirement and Savings
  • Health Insurance