Accounting Manager/Supervisor

Robert Half • Wyomissing, PA • 2h ago

Description

We are seeking an experienced Accounting Manager / Client Services Manager to take full ownership of a dedicated portfolio of 80-100+ business and individual clients. This role operates as an "accounting firm within an accounting firm" and requires strong leadership, technical accounting and tax expertise, exceptional client service, and the ability to mentor and oversee bookkeeping staff.

The ideal candidate is proactive, organized, client-focused, and comfortable managing both people and processes while maintaining the highest professional standards.

Client Accounting & Advisory

Serve as the primary point of contact for assigned clients, maintaining meaningful monthly communication and documenting interactions

Review monthly financial statements promptly to ensure accuracy, compliance, and timely delivery

Provide ongoing consulting, accounting guidance, and proactive tax planning based on client needs

Monitor client profitability monthly and collaborate with firm leadership on fee adjustments

Visit client locations annually to strengthen relationships and understand operations

cTax Management

Manage preparation and review of business and individual tax returns for assigned clients

Oversee year-end tax planning, quarterly tax estimates, and reasonable compensation analysis

Coordinate tax return production, maintain organized tax files, and manage deadlines

Handle tax questions and correspondence with federal, state, and local taxing authorities

Supervise, train, and support bookkeepers, including hiring and performance management

Review bookkeeping work, monitor production metrics, and ensure workflow efficiency

Lead weekly meetings to review production status, client issues, and staff needs

Provide technical accounting support and guidance to staff

Lead initial strategy sessions and oversee full new-client setup and installations

Process new accounts initially before transitioning to bookkeeping staff

Complete back-work, registrations, and incorporation coordination as needed

Ensure clients are reporting accurately and on time before full handoff

Actively request and generate client referrals to support portfolio growth

Identify opportunities to expand firm services within existing client relationships

Support special projects including cash-flow projections, loan applications, and system implementations

Serve as liaison with accounting, tax, payroll, and IT software vendors

Support system updates, software conversions, and client training

Maintain a professional office presence and model strong organizational habits

Contribute to a positive, collaborative, and efficient office culture

Requirements

Qualifications

Proven experience managing business and individual client accounting and tax engagements

Strong knowledge of bookkeeping, financial statement review, and tax compliance

Prior experience supervising or mentoring accounting staff

Excellent organizational, communication, and client relationship skills

Professional demeanor and commitment to client service excellence

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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