Client Accounting Manager

Are you a growth-oriented individual looking for a firm that values innovation and client service? Look no further than ATKG!

For over 40 years, we have delivered exceptional Accounting, Assurance, and Advisory services to clients in San Antonio and throughout the United States. As a result, we have been named 2023 Best Places to Work! We take pride in the culture we have built at ATKG and continually invest in our business and our people to become better together. But we are not just committed to our clients and employees – we are also committed to our community. Over the last 2 years we have volunteered with Kinetic Kids in the San Antonio!

And now, we are taking our commitment to excellence to a new level. In May 2023, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, ATKG is well positioned for strong innovation and growth in the years to come!

Top reasons to choose to work at ATKG:

• Be on a team that embraces technology and innovation. We proactively invest in new tools and systems to help you focus more on client service and less on mundane tasks.
• Benefit from a culture of support. We serve clients collaboratively and have fun while doing it!

We need bright, motivated, and energetic people to help us continue to grow. We are currently looking for a CAAS (Client Accounting and Advisory Services) Manager to join our firm who will exemplify our core values.

• Positivity: Look for good in all situations and people.
• Team: We make each other better. We are humble, hungry, and smart.
• Open: Foster trust, respect, and understanding through thoughtful communication.
• Insightful: Look beyond what is ordinary and find the extraordinary.
• Caring: We take an active interest in our team and clients.

What you’ll be doing:

• Performs first review of accounting and financial statements for clients across multiple industry sectors in accordance with Firm Policy.
• Provides consulting services for clients regarding financial statements, budgeting, forecasting, processes, procedures, analysis of metrics and KPIs, and other general business issues.
• Develop existing and new client relationships.
• Performs Controller services for clients in multiple industry sectors when needed.
• Manages CAAS staff/team ensuring they are engaging with clients and providing superior service and quality.
• Evaluates and maintains the accounting technology stack. Provides feedback to the Firm on current trends and new technology that could improve support to clients.
• Identify and communicate client accounting matters to senior managers and partners.
• Train and mentor staff members to enable them to reach their maximum potential and provide constructive feedback as necessary.
• Meet client expectations for delivery.
• Keep up to date on accounting standards, information, and technology affecting the CAAS team to increase innovation and ensure compliance.
• Monitors CAAS Team workload and recommends modifications.
• May be utilized for special projects for clients as needed.
• Other duties as assigned.

Requirements:

• Bachelor’s degree with a concentration in Accounting or Finance required, but master’s degree preferred.
• Licensed Certified Public Accountant recommended.
• Minimum of five years of industry in accounting manager/controller or public accounting consulting experience.
• Minimum of two years’ experience managing client relationships.
• Proficiency with QuickBooks and QuickBooks Online

What we offer:

• Benefits (Vision, Dental, Medical)
• Hybrid opportunities available or 100% remote work depending on location
• A generous PTO packages
• 401k matching
• Fun company sponsored activities and events
• Career & growth opportunities for interested team members