Talent.com
Gpac
Client Accounts ManagerGpac • Fort Collins, Colorado, United States
Client Accounts Manager

Client Accounts Manager

Gpac • Fort Collins, Colorado, United States
5 days ago
Job type
  • Full-time
Job description

A well-respected client is seeking a CAS MANAGER due to the growth in their firm. Are you an experienced individual with a knack for numbers and client services? Then look no further, because we have the perfect opportunity for you!

CAS Manager-Hybrid with Remote Eligibility:

✅ Own a portfolio of ~45–80 monthly accounting clients and ~80–100+ tax clients like it’s your own firm.

Core Responsibilities

  • Team Leadership
    • Supervise, train, and review bookkeepers.
    • Track production, workflow, and time efficiency.
    • Hold weekly status meetings and address performance gaps early.
  • Client Management
    • Maintain regular client contact and respond same-day.
    • Review monthly financials quickly (within 1 business day).
    • Monitor client profitability and discuss fee adjustments when needed.
    • Visit each client annually and handle tax/accounting questions.
    • Request referrals to replace any clients who drop. (Yes, you have to ask. )
  • Onboarding New Clients
    • Lead initial strategy sessions and handle setup.
    • Process first 1–2 months yourself before transitioning to a bookkeeper.
    • Complete cleanup/backwork and ensure reporting is accurate before handoff.
  • Tax Responsibilities
    • Prepare and review business and individual returns.
    • Maintain workflows, planning notes, and time vs. fee logs.
    • Manage quarterly estimates and year-end planning to avoid client “surprise taxes.”
    • Handle notices and correspondence with federal/state/local agencies.
  • Operations & Compliance
    • Run weekly check-ins with the owner and team.
    • Support accounting software (QBO/Xero) conversions and updates.
    • Coordinate with vendors and IT.
    • Complete 40+ hours of CPE annually and attend required trainings.

Vibe

  • Act like you own it.
  • Keep the clients happy.
  • Keep the team sharp.
  • Keep the numbers right.

Skills:

  • 4+ years of strong tax experience
  • Certified Public Accountant (CPA) or EA designation, or working towards
  • Experience working with Quickbooks
  • Excellent communication and interpersonal skills
  • This is an amazing opportunity to join a growing company.

If this sounds like the type of opportunity you see yourself transitioning into next, call/text 612-431-7383. Resumes may be sent confidentially to deborah.painegogpac.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Create a job alert for this search

Client Accounts Manager • Fort Collins, Colorado, United States

Similar jobs

Client Relationship Manager

Points West Community BankWellington, CO, United States
Full-time

As a Client Relationship Manager, you will embody the values of honesty and integrity while facilitating financial transactions for both existing and prospective clients.We are seeking an energetic... Show more

 • Promoted

Operations Assistant

Adams Bank and TrustFort Collins, CO, United States
Full-time

We're looking for an experienced banker to join our retail operations support team! This position can work from most branch locations, space permitting, or the Operations Center in Ogallala, NE.Pos... Show more

 • Promoted

Engineering Manager

BAE Systems USAFe Warren Afb, WY, United States
Full-time

Job Description BAE Systems is seeking an exceptional manager/leader for a challenging and exciting opportunity to lead Engineering support in the MMIII Infrastructure & Equipment Branch at FE ... Show more

 • Promoted

Traveling Sales Manager

Milan LaserFort Collins, CO, United States
Full-time

Based out of: Fort Collins, CO Candidates must reside within close proximity to a major airport.Compensation: $64,800 Annually plus uncapped commission 2.At Milan Laser Hair Removal, every clinic y... Show more

 • Promoted

Business Relationship Manager Sr - Acquisition

ChaseFort Collins, CO, United States
Full-time

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manage... Show more

 • Promoted

Paid Online Survey Participant - No Experience

Clubshop | USWarren AFB, Wyoming
Full-time

Discover The System Surveoo That’s Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earn... Show more

CONTRACT SPECIALIST

Department of the Air ForceFe Warren Afb, WY, United States
Full-time

Helps follows established procedures to procure off-the-shelf materials, which are available from numerous commercial sources, and are easily identified by common names for which standard price lis... Show more

 • Promoted

Remote Sales Agent

The Hirsh AgencyWarren Air Force Base, Wyoming, United States
Remote
Full-time

How about TODAY being the day you take back your life and secure your future? .The finance industry makes more millionaires than any other industry in the World!.My name is Beau, founder and owner ... Show more

Accounting Manager

Lindgren LandscapeFort Collins, CO, United States
Full-time

Lindgren Landscape is an award winning, landscape design/build/maintain company serving Northern Colorado since 1995.Although we are known for creating high-end custom landscapes, we design and ins... Show more

 • Promoted

Commissioning Project Manager Data Center Construction

PkazaFort Collins, CO, United States
Full-time

Commissioning Project Manager - Data Center Construction - Fort Collins CO.This opportunity is with an established General Contractor that specializes in converting existing Buildings and Structure... Show more

 • Promoted

Restaurant General Manager

Border FoodsFe Warren Afb, WY, United States
Part-time

What began as an idea between two brothers to open a Mexican restaurant has since grown into one of the largest, privately held Taco Bell franchisees in America.At Border Foods, we work with a peop... Show more

 • Promoted

Manager, Retail Operations

TGS GlobalFort Collins, CO, United States
Full-time

College Ave, Fort Collins, CO, 80524, United States.Employee Type Full-Time Exempt. Show more

 • Promoted

General Manager

Dunkin'F.E. Warren AFB, WY, US
Full-time

Multi-Unit Manager/Franchisee .A Restaurant Manager is generally responsible for providing strong, positive leadership to their team to deliver great and friendly guest experiences, to maintain ope... Show more

Services Product Manager - Partners

Hewlett Packard EnterpriseFort Collins, CO, United States
Full-time

Services Product Manager - Partners.This role has been designed as 'Hybrid' with an expectation that you will work on average 2 days per week from an HPE office.Hewlett Packard Enterprise is the gl... Show more

 • Promoted

Consumer Insights Analyst

Earn HausCarr, Colorado, United States
Full-time +1

We are urgently seeking people interested in taking market research studies for well known brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Ear... Show more

 • Promoted

Contracting Specialist

US Department of WarFe Warren Afb, WY, United States
Full-time

Duties and responsibilities vary and may increase according to grade level****.Review requisition package for adequacy, consistency, and compliance with administrative, regulatory, and procedural r... Show more