Client Accounting and Advisory Services Manager Jobs

H&S Companies, CPAs & Business Advisors

Location:
United States, Grand Rapids

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We have an opportunity for a full-time Client Accounting and Advisory Services (CAAS) Manager to join our team. This role will be hybrid out of our Grand Rapids office and responsible for providing expert financial advice and solutions to our clients. This is an exciting opportunity to work on a wide range of financial matters, from journal entries and account reconciliations to trend analysis and performance metrics. The role offers a chance to work with a dynamic team of professionals, and to contribute to the success of our clients and our firm. A successful candidate for this position will be client focused, self-motivated, and continuously learning, while maintaining a caring, authentic, and positive attitude. At H&S Companies, having strong relationships with our clients is the foundation of what we do.

Job Responsibility:

Execute monthly close procedures and deliverables to clients based on the accrual basis of accounting
Prepare various financial statements, including consolidated income statements, balance sheets and statement of cash flows
Calculate, interpret, and communicate KPIs from clients’ financial statements, identifying positive and constructive trends
Plan and manage basic engagements, including on-boarding and client delivery phases
Lead and manage other team members, including mentoring in professional development, guiding and teaching through technical challenges, and maintaining our firm’s core values
Seek to identify new advisory opportunities and propose additional services to existing clients
Support drafting proposals and other documents explaining proposed solutions for clients
Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
Support special project requests from clients, including but not limited to cost studies, breakeven analysis, budget preparation, cash flow projections and other services

Requirements:

Bachelor’s degree in accounting or related field
Actively licensed CPA or EA
3+ years’ experience in a public accounting environment
5+ years’ experience of industry experience
Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop) is preferred, but not required

Nice to have:

Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop)

Additional Information:

Job Posted:
December 09, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Accounting and Advisory Services Manager