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Client services manager • birmingham al

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Client Accounting & Advisory Services Manager

Client Accounting & Advisory Services Manager

Kassouf & Co.Birmingham, Alabama, United States
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Founded in 1931, Kassouf is a CPA, advisory, and financial planning firm headquartered in Birmingham, Alabama.With locations in Birmingham, Auburn, Orange Beach, Huntsville, and Baton Rouge, Kassou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Work From Home Client Services Associate

Work From Home Client Services Associate

Global Elite TexasHoover, Alabama, USA
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Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal 2020 we transitione...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Manager

Client Service Manager

GallagherBirmingham, Alabama
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We are seeking a Client Service Manager to join our growing team! The ideal candidate is someone who is passionate about building relationships with clients, will collaborate with the team to achie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Experiential Manager, Logistics (Global Soccer) (Financial Services Client) (Contract)

Experiential Manager, Logistics (Global Soccer) (Financial Services Client) (Contract)

OctagonBirmingham, AL, US
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Octagon has offices across the country and prefers candidates who are currently in or are willing to work out of those locations on a hybrid schedule (2-3 days / week in office).However, role depende...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Business Process Specialist, Private Client Services

Business Process Specialist, Private Client Services

Marsh McLennan Companiesth,Birmingham
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Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
On-Site Client Services Specialist

On-Site Client Services Specialist

Robert HalfBirmingham, AL, United States
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Description Job Posting : Business Development Support Specialist Are you a proactive professional with strong communication skills and a passion for driving customer satisfaction and retention? ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Manager, IT Services

Manager, IT Services

ADDICTION AND MENTAL HEALTH SERVICES, LLCBirmingham, AL, US
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POSITION LOCATED IN SOUTHAVEN, MISSISSIPPI.Ready to Lead IT Innovation? Join Our Team Today!.Are you a visionary IT expert with a passion for innovation and a talent for leading high-performing tea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Assistant Insurance Client Manager

Assistant Insurance Client Manager

EPIC Insurance Brokers & ConsultantsBirmingham, AL, United States
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Assistant Insurance Client Manager.EPIC Insurance Brokers & Consultants.The Assistant Client Manager takes on meaningful, technical tasks for the client management team. In this fast-paced, deadline...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Work From Home - Client Services Representative

Work From Home - Client Services Representative

AO Garcia AgencyBirmingham, Alabama, United States, 35203
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Our company has moved to 100% virtual, work-from-home positions.This position allows you to build your career around your life, rather than being forced to build your life around your career!.We're...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Seasonal Tax Manager - Private Client Services

Seasonal Tax Manager - Private Client Services

EYBirmingham, AL, United States
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Join EY and be a part of a global powerhouse that is shaping the future with confidence.As a Seasonal Tax Manager within our Private Client Services, you will utilize your expertise at a critical t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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(Senior) Client Manager

(Senior) Client Manager

NTTBirmingham, AL, US
Senior Client Manager "Public Healthcare" (W / M / D) - Region Sd.Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Manager, Clinical Services

Manager, Clinical Services

Davita Inc.Hoover, AL, United States
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Hwy 280Ste D107, Hoover, Alabama, 35242-6597, United States of America.The Manager, Clinical Services functions to varying degrees to achieve the best quality outcomes, patient safety and support t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Project Manager- Services

Project Manager- Services

ActionstepBirmingham, AL, US
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Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management software. We are a fast growing, dynamic busin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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Implementation Services Manager

Implementation Services Manager

TechFlowBirmingham, AL, US
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Folio Implementation Services Manager.TechFlow is seeking an experienced Folio Implementation Services Manager to lead a high-impact initiative supporting a key federal government customer.This pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Manager, IT Services

Manager, IT Services

ADDICTION AND MENTALVestavia Hills, AL, United States
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POSITION LOCATED IN SOUTHAVEN, MISSISSIPPI.Ready to Lead IT Innovation? Join Our Team Today!.Are you a visionary IT expert with a passion for innovation and a talent for leading high-performing tea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Services Manager

Client Services Manager

VirtualVocationsBirmingham, Alabama, United States
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A company is looking for a Client Services Manager to support and consult with clients on their interactive business objectives. Key Responsibilities Provide exceptional customer support and manag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

Alabama StaffingBirmingham, AL, US
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FSO Seasonal Tax Private Tax- Manager - Remote.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your car...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Assistant Insurance Client Manager

Assistant Insurance Client Manager

EPIC BrokersBirmingham, AL, US
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Assistant Insurance Client Manager.Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry.Fueled a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Sports Services Manager

Sports Services Manager

Greater Birmingham Convention & Visitors BureauBirmingham, AL, United States
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Direct message the job poster from Greater Birmingham Convention & Visitors Bureau.If you are interested and qualify for this position (instead of applying on LinkedIn) please email your resume to : ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Client Accounting & Advisory Services Manager

Client Accounting & Advisory Services Manager

Kassouf & Co.Birmingham, Alabama, United States
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Firm Overview :

Founded in 1931, Kassouf is a CPA, advisory, and financial planning firm headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, Orange Beach, Huntsville, and Baton Rouge, Kassouf currently has more than 100 team members.

We understand that any goal is achieved based on the effectiveness of the team. That’s why team development, leadership, and personal effectiveness are cornerstones of our vision. By promoting a culture that fosters self-improvement, upward mobility, and continued education, we commit to striving for excellence every day. Our highly trained team is prepared to help clients with any obstacles they may face.

We’re honored to receive recognition as one of the top firms in the nation, a Best of the Best CPA firm, and one of the best firms for women. Though these honors are prestigious, they are side effects of our chief goal : client success. When our clients win, we win. This has been our driving force for 90 years, and it will continue to be for the next 90.

Position Summary :

Kassouf is currently seeking a Client Advisory and Accounting Services (CAAS) Manager to lead a growing team focused on providing outsourced accounting and financial advisory services to small and mid-sized businesses. This role is ideal for a strategic thinker with a passion for helping clients manage their operations, understand their numbers, and achieve their goals. The CAAS Manager will serve as a trusted advisor, managing client relationships, overseeing financial reporting, and identifying process improvements and planning opportunities.

Requirements :

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • Active CPA license strongly preferred.
  • 6+ years of progressive experience in public accounting or outsourced accounting services.
  • Proficiency in QuickBooks, Microsoft Excel, and accounting platforms (e.g., Bill.com, Gusto, Xero)
  • Solid understanding of GAAP and financial statement preparation.
  • Ability to manage multiple client engagements and priorities simultaneously.
  • Experience supervising, mentoring, and developing staff.
  • Strong communication and interpersonal skills for client-facing interactions.
  • Ability to identify and recommend process improvements and advisory opportunities.

Responsibilities :

  • Manage a portfolio of CAAS clients, acting as their primary contact and trusted advisor.
  • Oversee and review accounting functions such as month-end close, account reconciliations, financial statement preparation, and budgeting.
  • Lead client onboarding and implementation of outsourced accounting processes and systems.
  • Provide financial insights and strategic recommendations to help clients grow and improve profitability.
  • Review and interpret financial results with clients on a regular basis.
  • Ensure timely and accurate delivery of services in compliance with client expectations and firm standards.
  • Supervise and mentor staff accountants and senior associates, promoting technical development and client service skills.
  • Coordinate with tax and audit teams to support integrated client service delivery.
  • Stay current on accounting standards, technology trends, and advisory best practices.
  • About Kassouf & Co.

    Founded in 1931, we are one of Birmingham’s most established and respected firms. Kassouf’s Client Advisory and Accounting Services team is focused on delivering high-impact accounting and business guidance to companies across a variety of industries. As a CAAS Manager , you’ll play a key role in helping clients build sustainable operations and better understand their financial performance, all while advancing your leadership and advisory career in a supportive and forward-thinking environment.

    About Kassouf & Co. :

    Founded in 1931, we are one of Birmingham's most established and respected firms. We use our strong history to propel our team toward a bright future. Our advisory mindset and firm vision are at the core of everything we do. We are more than accountants; we are trusted advisors for the array of industries we serve.