Job Title
Client Accounting Manager
Job Description Summary
Provide leadership and supervision to accounting team members, and support operations and clients through the use of sound judgment and discretion in applying accounting principles to day-to-day processes and functions. Assess team and department efficiencies to make improvement recommendations where necessary.
Job Description
Essential Job Duties:
- Direct new business onboarding by coordinating with property management and clients; set up bank accounts, accounting software, load prior balances or closing statements.
- Monitor team performance, available capacity, and training needs through conducting one-on-one meetings, team meetings and addressing deficiencies timely and professionally.
- Track team compliance with department SOC 1 audit controls; approve banking or financial transactions, schedules and reports in accordance with the SOC Policies and Procedures manual and training.
- Review team members' financial reports to ensure quality, timeliness, audit compliance and assess competencies.
- Monitor team and/or market-wide requirements of timely tax payments, revenue portal updates, time tracking and Corporate Aging follow-up.
- Oversee a market, strategic and/or key client(s); develop productive, supportive relationships with market city leads, strategic clients, key clients and internal stakeholders.
- Assess team/department workflows and policies to recommend or implement improvements in operating efficiencies and effectiveness.
- Develop direct reports (as applicable) through goal setting, conducting mid-year and year-end performance reviews and delivering timely and meaningful performance feedback, while maintaining quality results and performance.
- Lead departmental projects and/or assume a leadership role on one of the Client Accounting Committees.
- Perform other related duties as required or requested.
Supervisory Responsibilities:
- Leads/Assigns/Delegates tasks to Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns.
- May coordinate efforts of project team to complete work within project deadlines.
- Provides solutions to routine/complex problems.
- Direct reports may include Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns.
Education/Experience/Training:
College degree in Finance or Accounting preferred.
Work Experience:
Requires five to seven years of experience or equivalent combination of education and experience.
Specialized Knowledge/Skills:
- Strong knowledge of Yardi and/or MRI software preferred.
- Strong MS Office Proficiency.
- Financial reporting for multiple entities preferred.
- Strong customer service, time management and organizational skills.
- Exceptional delegation skills with the ability to be a hands-on contributor and take initiative.
- Ability to train, mentor and coach others effectively.
- Results oriented with strong sense of urgency.
Competencies:
- Ethical Conduct
- Goal Setting
- Independent Judgement
- Initiative
- Leadership
- Problem Solving
- Relationship Management
- Time Management
Physical Demands/Environmental Work Conditions:
Physical Activity: Occasionally Regularly Frequently
Crouching: demonstrates the ability to bend the body downward and forward by bending leg and spine.
Fingering: demonstrates the ability to pick, pinch, type, or otherwise work primarily with fingers rather than the whole hand.
Grasping: demonstrates the ability to apply pressure to an object within the fingers and palm.
Hearing: demonstrates the ability to receive detailed information through oral communication.
Lifting: demonstrates the ability to raise objects from a lower to a higher position or move objects horizontally from position-to-position.
May be required to travel up to 10% of the time. Travel may vary in frequency and duration.
Demonstrates the ability to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal, etc.
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