Client Accounting Manager

Technical Expertise & Quality

• Oversee Financial Reporting to ensure accurate and timely preparation of financial statements.
• Review financial reports for completeness and compliance with accounting standards.
• Coordinate with internal stakeholders to provide relevant financial information to clients and team

members.

• Assist in developing and implementing efficient and effective accounting policies and procedures.
• Maintain current and relevant knowledge of accounting regulations and compliance requirements.
• Manage accounting processes by planning and delegating tasks and assignments to the appropriate

team members effectively.

• Oversee General Ledger preparation, maintenance, and reconciliation by ensuring accurate journal

entries and ledger postings.

• Review and analyze ledger accounts for discrepancies or errors.
• Coordinate and assist in preparation for year-end closing processes.
• Continuously evaluate accounting workflows to identify and address quality and accuracy gaps.
• Prepare schedules and documentation for external audits and tax filings.
• Serve as a liaison to auditors and tax professionals to facilitate smooth audit processes.
• Analyze variances between actual results and forecasts to assist in the development of financial

forecasts and budgets.

• Provide insights and recommendations to improve forecast accuracy.

Professionalism & Service Excellence

• Serve as a positive representative of YHB by demonstrating the ability to communicate with others

effectively and respectfully in both written and spoken correspondence and to act in a professional

manner.

• Ensure complete confidentiality of all client and firm information.
• Maintain open and frequent communication with accounting team regarding the status of open

tasks, assistance needed, and/or anticipated roadblocks or challenges.

• Maintain a thorough understanding of client’s needs and expectations by drawing on prior

experience, as well as through peer inquiry, observation, and independent research.

• Uphold YHB’s firmwide quality standards in all client communications, reports, and deliverables.
• Understand the importance of meeting client expectations, deadlines, as well as the importance of

flexibility to assist the team to meet these expectations and deadlines.

Productivity & Business Development

• Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing

purposes.

• Take responsibility and ownership of work to meet goals and performance expectations.
• Ability to manage available time to ensure assigned work is completed within budgeted timeframes

while also dedicating time to coaching and developing less experienced Associates.

• Maintain a general working knowledge of YHB’s service capabilities and develop the ability to

articulate this information to clients or prospective clients.

• Establish a network of client and business contacts and seek ways to increase YHB visibility among

peers or by becoming involved in a professional or community organization.

Continuous Learning & Professional Development

• Actively participate in professional development activities during period of non-billable time such

as continuing education, training others, firm recruiting initiatives, firm committees, and/or firm

marketing and business development.

• Complete assigned training courses or learning tracks within the appropriate timeframe and seek

opportunities to further develop industry-specific expertise.

• Demonstrate an increasing ability to set challenging goals and to work through challenging

assignments, seeking guidance and mentorship from in-charge staff as needed.

• Demonstrate the ability to generate creative and innovative solutions and to confidently express

these ideas.

Leading & Developing Others

• Actively participates in the development of less experienced team members and the overall growth

of the firm through peer coaching, campus recruiting activities, internship/externship support, etc.

• Actively seek feedback and input from peers and leadership as a resource for personal development

and information sharing.

• Ability to maintain a positive working relationships with firm leadership, clients, and other team

members.

• Possesses an understanding of the importance of cooperation and teamwork in working toward the

collective success of the team and the firm.

• Provide guidance and mentorship to Client Accountants and Specialists on completed work quality,

necessary adjustments, and best practices.

Education, Experience, & Other Requirements:

• Bachelor’s degree in Accounting, Business or related field, or equal combination of education and

work experience.

• Strong understanding of accounting and finance processes, procedures, and principles.
• Prior experience in a Professional Services Firm (preferred)
• Working knowledge of QuickBooks Desktop and QuickBooks Online (certification beneficial).

This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the group/department may be required in addition to changes in the emphasis of duties as required from time to time.