Client Accounting & Business Services Manager

About Us

Pacific Financial Network is a growing, CPA-led firm providing tax planning and preparation, bookkeeping, payroll, and business advisory services for individuals and small to medium sized businesses. With offices in Sherman Oaks and Simi Valley, we offer in person services to clients residing in the greater Los Angeles metropolitan area and virtual services to clients globally. We plan to continue expanding our financial advisory services virtually and are building a modern, tech-enabled platform that leverages both U.S.-based and offshore team members to deliver high-quality, scalable solutions.

Today, our platform supports approximately 2,000 clients, and we are continuing to scale.

Position Overview

We are seeking a highly capable Client Accounting & Business Services Manager to oversee daily office operations, manage bookkeeping and payroll workflows, coordinate offshore resources, and serve as a key point of contact for clients.

This is a hands-on leadership role combining bookkeepng expertise, operational management, and client service. In addition to financial management, this role will oversee a range of business support services, including payroll, entity filings, and licensing compliance.

Key Responsibilities

Operations & Office Management

• Oversee day-to-day operations of the Sherman Oaks office
• Support delivery of services to both local and virtual clients across expanding markets
• Manage administrative workflows, scheduling, and internal processes
• Coordinate effectively between onshore staff and offshore teams
• Implement and refine systems to improve efficiency and scalability

Accounting & Bookkeeping Management

• Manage and review client bookkeeping (primarily in QuickBooks Online)
• Oversee monthly close processes for multiple clients
• Ensure accuracy of financial statements, reconciliations, and reporting
• Assist with budgeting, cash flow tracking, and financial insights

Payroll & Compliance Services

• Oversee payroll processing and related reporting for clients
• Ensure compliance with federal, state, and local payroll requirements
• Coordinate filings and ongoing compliance for: Secretary of State entity filings
• City business licenses and renewals
• Other regulatory and administrative business requirements
• Track deadlines and ensure timely submissions across all client obligationsTeam & Offshore Coordination
• Supervise both onshore and offshore bookkeeping and support staff
• Assign work, review deliverables, and maintain quality control
• Train and develop team members as needed
• Coordinate workflow across bookkeeping, payroll, and tax functions

Client Management

• Serve as a primary point of contact for bookkeeping and business services clients
• Communicate regularly with clients regarding financials, payroll, compliance, and tax-related coordination
• Identify client needs and coordinate with leadership on solutions
• Support onboarding of new clients and expansion of services

Qualifications

Required

• 5+ years of bookkeeping/accounting experience
• Strong proficiency in QuickBooks Online
• Experience managing payroll processes and compliance
• Experience working in or closely with tax preparation environments (business and/or individual returns)
• Experience handling multiple clients or entities simultaneously
• Prior experience supervising staff or coordinating teams
• Strong organizational skills with ability to manage deadlines across multiple service areas
• Excellent client communication skills
• Ability to work onsite in Sherman Oaks

Preferred

• Experience in a CPA firm or outsourced accounting environment
• Familiarity with Secretary of State filings and business licensing processes
• Experience managing offshore teams
• Working knowledge of individual and business tax preparation workflows
• Bachelor’s degree in Accounting, Finance, or related field
• Advanced Excel and financial analysis skills

Compensation & Benefits

• Competitive salary based on experience
• Performance-based bonus opportunities
• Significant growth opportunity into a senior operations or controller-level role
• Opportunity to grow with a firm expanding both locally and through virtual service delivery

Why This Role

This is not a traditional office manager position. You will play a central role in building and scaling Pacific Financial Network, supporting a platform that already serves approximately 2,000 clients and continues to grow. The role spans accounting, payroll, tax coordination, compliance, and client service operations across both local and virtual environments.

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Application Question(s):

• How many years of experience do you have using QuickBooks Online?
• Have you managed bookkeeping for multiple clients simultaneously?
• Do you have experience running or overseeing payroll?
• Have you worked in a CPA firm or outsourced accounting environment?
• Are you comfortable working onsite in Sherman Oaks full-time?
• What financial reports do you regularly prepare and review with clients?
• What payroll systems have you used, and what responsibilities did you personally handle?
• Describe your experience ensuring compliance with payroll taxes and filings.
• Have you managed or supervised a team? If yes, how many people and what was your role?”
• Describe your experience working with offshore or remote teams
• You are managing 15 clients. It’s month-end. 5 clients are missing documents, 3 payrolls are due, and your team is behind. Walk us through how you would handle this situation

Work Location: In person