Client Manager (CM)

Title: Client Manager (CM)
Reports To: Managing Partner
Responsibilities:

The Client Manager is responsible for the organization and execution of a client's engagement. Along with setting up and orienting new clients, the CM also holds responsibility for the overall relationship with the client and for ensuring that all of their needs are met in an efficient and effective manner.

The CM is required to supervise the work of junior members of the team, including prioritizing the work on hand, delegating to subordinates and reviewing before returning to clients. The CM should also be prepared to assist with the training and coaching of junior staff when necessary.

Qualifications:

The right candidate must have a minimum of four years of accounting experience and a strong working knowledge of all the internal accounting demands of a small business such as A/P, A/R, bank reconciliations, credit card reconciliations, invoicing, payroll, tax remittances and monthly P&L statements. The candidate must have hands-on experience with accounting software, preferably Quickbooks, as well as Excel.

Excellent customer service skills as well as strength in detail, accuracy, and commitment to quality are necessary for this role as is flexibility and the ability to prioritize varied and competing demands. Exceptional organizational skills are more important than supervisory experience.

An accounting designation, such as a CA, CGA or CMA, preferred but not required.

Interested in this position? Please send your resume to ferngordon@theprofitline.com.

 

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The ProfitLine offers bookkeeping (bookkeeper, bookeeper, book keeper) and accounting (accountant) service and help to small business in the GTA (Ontario). All rights reserved - © THE PROFIT LINE 2004

 

The Profit Line - Bookkeeping Toronto

The ProfitLine - Bookkeeping Toronto - A quick and painless bookkeeping system and accounting service for small business including Quickbooks support. No need for bookkeeping software or an inhouse bookkeeper.

Get the Information Your Business Needs to Thrive

Making sound business decisions means having a clear picture of your financial situation in front of you at all times - yet the daily demands of running a small enterprise can be overwhelming. As a result, financial record keeping and reporting often don't get the attention they truly deserve.
The Profit Line changes all that. We are your bookkeeping partner, helping you stay on top of your finances so you can make better, more informed business decisions.
In addition to taking paperwork off your plate, we also pinpoint the key numbers critical to the performance of your specific enterprise, and make sure you have them in hand whenever you need them.

Founder Fern Gordon, with a background in investment banking, is an entrepreneur who started and operated a successful chain of restaurants for more than eight years. Laurie Gillis is a CGA with years of accounting experience.
Together with the rest of the Profit Line team, we are ready to be your bookkeeping partners.

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