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Client Service Accounting Manager

Phaxis LLC

  • Woodbury, NY
  • 8 days ago
  • Remote

    Highlights

    Outsourced fintech cloud based accounting firm is seeking an experienced accounting leader to manage a team of accountants responsible for delivering high-quality accounting services and helping clients succeed. Build strong client relationships and identify cross-sell/upsell opportunities.
    Phaxis LLC

    Numbers & Facts

    LocationWoodbury, NY (
    Remote
    )
    IndustryStaffing/Employment Agencies
    Company Size50 to 99 employees
    Year Founded2002
    Websitehttps://phaxis.com/

    Description

    Outsourced fintech cloud based accounting firm is seeking an experienced accounting leader to manage a team of accountants responsible for delivering high-quality accounting services and helping clients succeed.

    Key Responsibilities

    • Manage and develop a team of 3–5 accountants
    • Oversee client engagements, workflow, deadlines, and quality control
    • Review financial statements and ensure accurate client reporting
    • Monitor engagement profitability and identify opportunities to improve efficiency
    • Build strong client relationships and identify cross-sell/upsell opportunities
    • Serve as a technical resource for accounting and technology-related issues

    Qualifications

    • 7+ years of accounting experience, including 3+ years at a mid-sized CPA firm
    • 3+ years of people management or leadership experience
    • Experience preparing and consolidating financial statements
    • Experience with QuickBooks Online and/or Xero
    • Bachelor's degree in Accounting required
    • CPA strongly preferred

    About Company

    We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.

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