Position Overview We are seeking a professional, organized, and driven Accounting & Executive Client Services Manager to work closely with the owner of our firm. This role combines accounting, executive support, client service, and leadership development. The successful candidate will help manage high-profile client relationships while learning the firm's systems, processes, and operations. Over time, this person will assume greater responsibility for select clients and may ultimately lead a department. The ideal candidate is proactive, dependable, and interested in building a long-term career with the company. Key Responsibilities Executive Support, Client Services & Communication

• Work with the owner to manage priorities, client communications, meetings, and follow-up.
• Prepare for and attend client meetings and conference calls.
• Take notes, track action items, and ensure timely follow-through.
• Assist with scheduling, documentation, email correspondence, and other administrative needs.
• Draft and respond to client communications professionally when appropriate.
• Build strong relationships with high-profile clients and serve as a dependable point of contact.
• Learn each client's business, accounting needs, processes, and expectations.
• Respond to questions, help resolve issues, and coordinate solutions internally.
• Answer and direct incoming calls, take accurate messages, and maintain professional phone and email etiquette.
• Protect confidential information and represent the company professionally with clients, coworkers, vendors, and leadership. Accounting & Workflow Management
• Perform or oversee accounting and bookkeeping functions based on experience.
• Review financial information for accuracy and completeness.
• Assist with financial reporting, client deliverables, accounting projects, and special requests.
• Identify discrepancies and process issues, and communicate accounting information clearly.
• Learn, maintain, and improve the firm's accounting systems, procedures, standards, and client-specific workflows.

Leadership Development This position offers a clear path toward increased responsibility and leadership. Working closely with the owner, the successful candidate will learn the firm's systems, client relationships, decision-making processes, and operational responsibilities. As proficiency develops, responsibilities may expand to include:

• Managing selected high-profile client accounts independently.
• Leading client meetings and conference calls.
• Training and mentoring team members.
• Establishing departmental procedures and quality standards.
• Managing workflow and client satisfaction.
• Assisting with hiring, onboarding, delegation, and team oversight.
• Assuming responsibility for departmental operations. The long-term goal is for this person to become a trusted member of leadership and eventually take ownership of a department. Ideal Candidate We are looking for someone who is:
• Professional, organized, reliable, and detail-oriented.
• Confident communicating with business owners, executives, and high-profile clients.
• Responsive, proactive, and able to manage multiple priorities.
• Comfortable working independently and collaboratively.
• Adaptable and composed in a fast-paced environment.
• A strong problem solver who takes initiative and follows through.
• Discreet and trustworthy with confidential information.
• Open to coaching and interested in developing into a leadership role.
• Able to maintain professionalism during stressful or demanding situations. Professional Expectations The successful candidate will be expected to:
• Maintain a professional appearance and demeanor.
• Communicate clearly, respectfully, and professionally.
• Be punctual, dependable, and accountable.
• Protect confidential client and company information.
• Treat clients, coworkers, and leadership with respect.
• Maintain a positive, solutions-oriented attitude.
• Take responsibility for mistakes and work toward effective solutions.
• Represent the company professionally at all times. Qualifications Required
• Accounting or bookkeeping experience, or relevant accounting education.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Professional phone and email etiquette.
• Ability to manage multiple priorities and learn new systems quickly.
• Strong computer and technology skills.
• Ability to work independently and collaboratively.
• Professional demeanor and ability to maintain confidentiality. Preferred
• Experience in public accounting, bookkeeping, tax, or professional services.
• Experience working with business owners, executives, or high-profile clients.
• Experience with accounting software or client relationship management systems.
• Administrative, executive support, supervisory, or leadership experience.
• Experience participating in client meetings or conference calls.

What Success Looks Like The initial focus will be on learning the business, understanding our clients, mastering our systems, and working closely with the owner. As the employee gains experience and demonstrates proficiency, they will assume greater client, operational, and leadership responsibilities.

The progression may look like:

Accounting & Client Support → Executive/Client Services → Key Client Management → Department Leadership This role is intended for someone who wants to build a career, develop lasting client relationships, become an integral part of the company, and grow into a leadership position. Position Type Full-Time Reports To Owner Growth Opportunity Strong potential for advancement into a Department Manager, Director, or other leadership position based on performance, experience, and demonstrated ability.

Pay:

$60,000.00 - $70,000.00 per year

Benefits:

Health insurance

Experience:

Accounting:

2 years (Preferred)

Work Location:

In person