Accounting Client Services Manager

A boutique accounting firm is seeking a highly organized and proactive Client Services Manager to support the Principal CPA, staff, and clients.

This person will serve as a key administrative and client-service resource, ensuring the Principal and firm stay organized, deadlines are met, clients receive timely communication, and day-to-day office operations run smoothly.

• Serve as a primary point of contact for clients, vendors, and internal staff.

• Monitor, prioritize, and respond to inbound communications.

• Manage the Principal's calendar, appointments, meetings, and deadlines.

• Track client deliverables, due dates, engagement letters, and follow-ups.

• Maintain organized digital and physical client files and confidential records.

• Manage secure document exchanges between clients and staff.

• Prepare correspondence, meeting agendas, documents, and client materials.

• Schedule meetings, take notes, and track action items through completion.

• Support mail, scanning, filing, and general office administration.

• Assist with travel and accommodations for staff and clients.

• Track expenses, receipts, supplies, and basic budget information.

• Assist with accounting-related administrative tasks and QuickBooks coding.

• Maintain office supplies and ensure the Principal's office is organized.

• Provide occasional personal and administrative support to the Principal.

• Handle sensitive financial and client information with discretion.

• 3-5 years of experience in a similar administrative, executive support, office management, or client services role.

• Experience in accounting, financial services, or professional services is strongly preferred.

• Bachelor's degree preferred.

• Excellent written and verbal communication skills.

• Strong organizational skills and exceptional attention to detail.

• Ability to prioritize multiple deadlines and follow through independently.

• Proficiency with Microsoft Word, Excel, Google Workspace, Dropbox, and Zoom.

• Basic understanding of digital/server file organization.

• QuickBooks experience is a plus.

• Professional appearance and polished client-facing communication.

• High level of discretion and integrity.

• Comfortable working hands-on in a fast-paced office environment.

• Ability to lift up to 25 pounds when needed.

• Willingness to work overtime and follow the firm's restricted-vacation policy during tax season.

• 401(k) with employer match

• Medical insurance

• Dental insurance

• Vision insurance

• Paid time off

• Holiday pay

Work Location: In person

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.