Client Accounting Services Manager - Remote - US Applicants Only

Client Accounting Services Manager

Numerus Outsourcing | Remote | Full-Time

Important note: Please do not apply for this position if you do not have significant proven experience supporting multiple clients in a Bookkeeping / CPA firm environment.

About Numerus Outsourcing

Numerus Outsourcing is a rapidly growing, 100% U.S.-based outsourced bookkeeping and accounting firm serving business owners, nonprofit organizations, and CPA firms nationwide.

We are seeking a Client Accounting Services Manager to lead client onboarding engagements, oversee complex accounting clean-up projects, and help implement efficient accounting systems that allow clients to transition smoothly to our staff accountants for ongoing monthly bookkeeping.

This is a senior-level accounting position requiring deep QuickBooks Online expertise and extensive experience managing complex accounting engagements and integrations.

Position Overview

The Client Accounting Services Manager is responsible for leading the onboarding and accounting clean-up process for new clients and preparing their books to be transitioned to staff accountants for ongoing monthly work.

This role involves:

• Reviewing and correcting existing client accounting records
• Managing small, medium and large-scale clean-up and catch-up accounting projects
• Migrating accounting systems to QuickBooks Online
• Implementing third-party integrations
• Ensuring financial statements comply with GAAP
• Supporting staff accountants with resolving complex accounting issues

The role works closely with the Managing Partner and accounting team to ensure work is completed accurately and efficiently.

Key Responsibilities

Client Onboarding & Accounting Clean-Up

• Lead onboarding of new bookkeeping and accounting clients.
• Perform and supervise clean-up and catch-up accounting projects, often involving large or complex books.
• Review financial statements and identify accounting issues.
• Ensure books are accurate and GAAP-compliant before transitioning work to staff accountants.

Accounting System Migrations

• Manage migrations from QuickBooks Desktop and other accounting platforms to QuickBooks Online.
• Reconcile historical data and validate financial accuracy after conversion.

Accounting Technology & Integrations

• Configure and manage integrations between QuickBooks Online and client software systems including:
• CRM systems
• payroll platforms
• merchant processors
• expense management software
• reporting tools
• Troubleshoot integration issues and resolve sync errors.

Staff Support & Technical Oversight

• Assist accounting staff with complex accounting matters including:
• accrual accounting
• revenue recognition
• lease accounting
• complex reconciliations
• Provide technical guidance on QuickBooks workflows and accounting systems.
• Complete periodic client book reviews
• Year-End Accounting Review
• Assist with year-end financial statement reviews.
• Ensure client books are complete and accurate prior to tax preparation.

Required Experience

Applicants must meet the following qualifications:

• 7+ years of professional accounting experience
• 3+ years in a senior or supervisory accounting role
• Experience working in:
• a CPA firm bookkeeping department, or
• a large, outsourced bookkeeping firm serving mid and large size clients

Candidates must demonstrate strong experience with:

• complex accounting clean-up projects
• QuickBooks Online workflows
• accounting system migrations
• accounting technology integrations

Required Technical Skills

QuickBooks Online

• Advanced knowledge of QuickBooks Online workflows
• Experience performing QuickBooks Desktop to QuickBooks Online migrations
• Ability to troubleshoot QuickBooks issues and system errors.

Accounting Integrations & Platform Experience

• Experience with the following platforms is required:
• Bill Pay & Payment Platforms (BILL, Melio, Ramp etc)
• Payroll Systems (Gusto, ADP, Paychex etc, Experience mapping payroll entries to QuickBooks Online)
• Expense Management Software (Emburse, Expensify, Tallie etc)
• Financial Reporting Software (Fathom, Reach Reporting)
• Practice Management Tools Experience with Keeper (formerly Double) or similar accounting practice management platforms.
• Preferred Additional Platform Experience (Xero, NetSuite, SAGE)

Key Skills

• Strong technical accounting knowledge
• Advanced problem-solving skills
• High level of attention to detail
• Strong understanding of accounting technology platforms
• Ability to manage complex accounting engagements
• Excellent written and verbal communication skills

Pay: $40.00 - $45.00 per hour

Expected hours: 32.0 per week

Benefits:

• Paid time off

Work Location: Remote