Client Accounting Services - Manager

Jones & Roth is seeking an experienced CAAS Accountant to support small- to mid-size business clients across the firm.

This role blends full-cycle accounting, technology, and advisory services - helping clients improve financial visibility, streamline processes, and make better decisions.

What You’ll Do

• Manage full-cycle accounting, including payroll and month-end close
• Deliver timely financial reporting with insights and recommendations
• Build and maintain KPIs and dashboards using Syft
• Provide financial oversight and review of client accounting
• Improve processes, workflows, and internal controls
• Support cloud-based systems (QuickBooks Online and integrated apps)
• Assist with budgeting, cash flow tracking, and forecasting
• Identify trends and communicate actionable insights
• Supervise staff and interns

Qualifications

What You Bring

• Full cycle accounting experience (including payroll)
• Strong QuickBooks Online skills (certification preferred)
• Experience with cloud-based accounting tools; Syft or similar a plus
• Ability to develop and track KPIs and financial metrics
• Process-oriented mindset with strong attention to detail
• Excellent communication and client relationship skills
• Experience reviewing work and supporting team development
• Organized, proactive, and comfortable managing multiple clients