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Client Accounting Services Manager
Build and Elevate Our Client Accounting Services Practice

Boutique. Modern. Different. The CPA Firm You’ll Actually Love Working For.

Modern CPAs® is a boutique, forward-thinking CPA firm based in Newport Beach, California. We deliver fully integrated accounting, tax strategy, and wealth advisory services to a select group of business owners.

Our clients are entrepreneurs, service-based business owners, and professionals who want more than compliance. They want a strategic partner. We build deep relationships and help them reduce taxes, improve profitability, and make smarter financial decisions.

We do things differently from traditional firms. Our collaborative, technology-enabled, relationship-focused team delivers proactive strategy and an exceptional client experience.

We also believe great client service doesn't require 60–70-hour workweeks. Even during busy season, our team typically works 45–50 hours per week, with a maximum of 50 hours.

About the Role

This is not a traditional accounting manager role.

We're looking for either an experienced Client Accounting Services Manager or a high-performing Senior Accountant who is ready to take the next step into management.

The ideal candidate has strong public accounting and QuickBooks® Online experience, enjoys working directly with busiess owners, and is excited about helping build and improve our Client Accounting Services practice.

This is a hands-on, client-facing position combining accounting review, client relationships, workflow coordination, and process improvement.

You'll work closely with our offshore accounting team, U.S. team members, and tax professionals to deliver an exceptional client experience. You'll also have the opportunity to contribute ideas, improve how we deliver accounting services, and play an important role in shaping our growing CAS practice.

This role is ideal for someone who:

  • Enjoys working directly with clients and building meaningful relationships.
  • Takes ownership, solves problems, and follows through.
  • Has strong technical accounting skills and an eye for accuracy.
  • Is curious, proactive, and continuously looking for ways to improve.
  • Enjoys mentoring others and collaborating with a team.
  • Wants to grow professionally and contribute to a growing firm.



What Success Looks Like

  • You take ownership of accounting quality and timely delivery across your assigned client engagements.
  • You build strong, trust-based relationships with clients.
  • You effectively coordinate work between our offshore and U.S. teams.
  • You proactively identify issues and implement better processes.
  • You collaborate closely with our tax team to deliver integrated insights.
  • You demonstrate initiative, accountability, and a commitment to continuous improvement.

Key Responsibilities

Accounting Review andQuality Control

  • Review monthly bookkeeping prepared by our offshore team in QuickBooks Online® (QBO)
  • Ensure financials are accurate, reconciliations are complete, and meet firm standards
  • Identify accounting issues, investigate discrepancies, and ensure timely resolution.
  • Provide clear, constructive feedback to both offshore and U.S. team members
  • Identify opportunities to improve processes and standardize workflows

Workflow and Team Coordination

  • Manage accounting workflow and deadlines across multiple clients
  • Coordinate workload between offshore and onshore team members
  • Assist with onboarding new clients, including system setup and process implementation
  • Lead and support accounting clean-up projects
  • Help develop efficient, scalable accounting processes as our practice grows.

Client Advisory and Communication

  • Serve as a key point of contact for clients on accounting-related matters.
  • Lead client meetings via Zoom to review financial statements and provide insights.
  • Explain financial data in a clear, simple, and actionable way.
  • Help clients understand cash flow, financial performance, and opportunities for improvement.
  • Collaborate with our tax team to ensure accounting information supports proactive tax planning and strategy.

Required Qualifications

  • Bachelor's degree from an accredited college or university
  • Minimum 5 years of professional accounting experience, including recent hands-on experience providing Client Accounting Service (CAS) or outsourced accounting within a CPA firm.
  • Strong QuickBooks Online experience, including reviewing financial statements, reconciliations, and bookkeeping accuracy.
  • Experience managing multiple client engagements, deadlines, and competing priorities.
  • Strong understanding of small business accounting and how it integrates with tax planning and compliance.
  • Comfortable communicating directly with business owners and explaining financial information.
  • Strong technical accounting skills, attention to detail, and problem-solving abilities.
  • Self-motivated, organized, and capable of taking ownership of responsibilities.
  • Curious, growth-minded, and interested in professional development and leadership.
  • Must be located within commuting distance of Newport Beach, CA, and available to work in office 1–2 days per week for team collaboration and training.

Preferred Qualifications

  • Bachelor's degree in Accounting or Finance
  • Experience reviewing and mentoring other accountants.
  • Experience coordinating work with offshore accounting teams.
  • Experience with accounting cleanups, client onboarding, and process improvement.
  • CPA designation.

Management experience is not required. We welcome experienced senior accountants who demonstrate strong technical skills, initiative, and leadership potential.

Schedule and Work Environment

  • Full time, Monday through Friday
  • Flexible hybrid work schedule with 1-2 days per week at our Newport Beach office for collaboration and training.
  • Core collaboration hours: Monday - Thursday 10:00 AM – 4:00 PM PST
  • Busy season hours typically range from 45–50 hours per week, with a maximum of 50 hours.
  • Flexibility outside of core collaboration hours
  • Collaborative, technology-forward environment focused on delivering exceptional work while maintaining a healthy work-life balance.

Benefits

  • Competitive salary based on experience and qualifications, with flexibility for exceptional candidates.
  • 401(k)
  • Health, dental, and vision insurance
  • Life insurance
  • Paid time off
  • Flexible hybrid work arrangement
  • Annual team retreat
  • Opportunities for professional development and career growth

Ready for Your Next Challenge?

If you're looking for a role where you can take ownership, collaborate with a strong team, and grow into a leadership position, we'd love to hear from you.
We offer competitive compensation based on experience and qualifications, with flexibility for exceptional candidates.

Please submit your resume with a cover letter to: info@moderncpas.com.