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<h3>Job Description</h3>
Job DescriptionBAYADA Home Health Care is currently seeking a Client Services Manager to joinour Charlotte/ Concord, NC Medicare certified Home Health Office.
If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
Responsibilities for a Client Services Manager:
<ul>
<li>Provide superior customer service and quality home care</li>
<li>Focus on managing coordination of client services and emergent scheduling issues</li>
<li>Manage your Client Services Manager caseload</li>
<li>Build lasting relationships with clients, referral sources, payors and community organizations</li>
<li>Develop strong, communicative relationships with the team</li>
<li>Maintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)</li>
<li>Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees </li>
</ul>
Qualifications for a Client Services Manager:
<ul>
<li>Bachelor degree required</li>
<li>Prior knowledge of/experience with Medicare and OASIS a plus</li>
<li>Prior medical office or home care experience preferred</li>
<li>Prior supervisory experience a plus</li>
<li>Demonstrated record of successfully taking on increased responsibility (goal achievement)</li>
<li>Ambition to grow and advance beyond current position</li>
<li>Strong computer skills required (electronic medical record)</li>
<li>Excellent communication and interpersonal skills</li>
</ul>
Why you'll love BAYADA:
<ul>
<li>BAYADA Home Health Care offers the stability and structure of a national company with the values and culture of a family-owned business.</li>
<li>Check out our blog: <a href="https://www.bayada.com/search?q=Newsweek" target="_blank">https://www.bayada.com/search?q=Newsweek</a></li>
<li>Newsweek's Best Place to Work for Diversity</li>
<li>Newsweek's Best Place to Work for Women</li>
<li>Newsweek's Best Place to Work (overall)</li>
<li>Newsweek's Best Place to Work for Women and Families</li>
<li>Glassdoor Best Places to Work</li>
<li>Forbes Best Places to Work for Women</li>
<li>Paid Weekly</li>
<li>Mon-Fri work hours</li>
<li>AMAZING culture</li>
<li>Strong employee values and recognition</li>
<li>Small team at a local office</li>
<li>Growth opportunities</li>
<li>BAYADA Home Health Care offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program</li>
<li>To learn more about BAYADA Home Health Care benefits, <a href="https://www.bayada.com/benefits" target="_blank">https://www.bayada.com/benefits</a></li>
</ul>
As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.
BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.
BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

Client Services Manager, Home Health

<h3>Job Description</h3>
Job Description
BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Kauai Home Care Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
The Client Services Manager will:
<ul>
<li>Provide superior customer service and quality home care</li>
<li>Focus on managing coordination of client services and emergent scheduling issues</li>
<li>Manage your Client Services Manager caseload while proactively growing it</li>
<li>Build lasting relationships with clients, referral sources, payors and community organizations</li>
<li>Develop strong, communicative relationships with the team</li>
<li>Maintain effective fiscal management of your caseload by monitoring metrics</li>
<li>Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees </li>
</ul>
Qualifications for a Client Services Manager:
<ul>
<li>Bachelor degree is preferred or equivalent experience in the retail, hospitality, or home health care industry. </li>
<li>Prior medical office or home care experience preferred</li>
<li>Prior supervisory experience a plus</li>
<li>Demonstrated record of successfully taking on increased responsibility (goal achievement)</li>
<li>Ambition to grow and advance beyond current position</li>
<li>Strong computer skills required (electronic medical record)</li>
<li>Excellent communication and interpersonal skills</li>
</ul>
BAYADA Offers:
<ul>
<li>Base Salary plus incentives/bonuses based on gross margin revenue</li>
<li>BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit, tuition reimbursement and employee assistance program</li>
<li>Non-profit company</li>
<li>Hands-on training and continuous employee development for a successful career in healthcare! </li>
</ul>
Established in 1975, BAYADA is a non-profit organization that has never been sold, caring for an average of 44,000 clients weekly with 31,500 employees onboard. BAYADA is serving clients in 21 states, 373 offices, 6 countries and growing!!!
#LIRX
#JoinBAYADA-RX
As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.
BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.
BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

Client Services Manager

<h3>Job Description</h3>
Job Description
Position Summary
The mission of Hope the Mission (HOTV) is to prevent, reduce, and eliminate poverty, hunger, and homelessness by offering immediate assistance and long-term solutions HOTV's Tiny Homes provides a safe, low-barrier, and supportive 24-hour residence to persons experiencing homelessness. Participants receive shelter, food, and case management services to support their trajectory towards obtaining permanent housing. Working under the supervision of the Tiny Homes Manager, the Client Services Monitor fulfills the mission of the Hope of Valley Rescue Mission by successfully providing supervision and support to the residents of the Tiny Homes Program.
 
Primary Duties and Responsibilities
● Ensure the safety of participants and guests by providing on-site participant supervision
● Ensure participant compliance with program rules, policies, and procedures
● Distribution of necessary supplies including handing out bedding, clothing and hygiene items as needed
● Assist with sanitation of participant belongings in hot box and new bed assignment upon intake
● Watch for and report suspicious or unusual activity to the appropriate authorities; investigate alarms or noises and remove trespassers from the facility/property
● Work in partnership with on-site security
● Conduct daily wellness checks to screen participants for COVID symptoms and ensure their wellbeing
● Respond to emergency situations as appropriate
● Request emergency services personnel, such as law enforcement, fire department, and paramedics in cases of emergencies
● Complete written reports and incident logs of daily activities
● Answer telephone and take messages for participants and staff
● Resolve participant issues as needed using de-escalation and crisis intervention techniques to help participants work through conflict
● Assist with the serving of daily meals
● Replenish supplies in the restrooms, offices and dining area
● Assist with maintenance of resident laundry schedule
● Ensure participants are following proper hygiene practices
● Work with participants to improve their independent living skills
● Ensure general cleanliness and maintenance of the facility including, but not limited to: cleaning sanitizing offices, restrooms, hygiene trailers, living spaces, tiny home units, sweeping, mopping, vacuuming and other janitorial services. Clean and disinfect restrooms and showers after each use, without exception.
● Ensure that trash is changed, taken out daily, and prepare trash receptacles for weekly pick-up
● Monitor and report to supervisor any maintenance concerns as needed
● Self-identify potentially unsafe systems/processes/situations and takes initiative to report to manager/supervisor
● Take on non-routine cleaning and special projects as needed
● Pack out participant belongings and place them in storage
 
Other Duties
● Monitor medication cabinet and review medication records
● Attend and participate in team Meetings, trainings, case conferencing, etc.
● Responsible for maintaining thorough and accurate records in both written form (hard copies) and through the Homeless Management Information System (HMIS)
● Establish and maintain good rapport and working arrangements with co-workers, including the management team and other staff
● Facilitate and supervise regularly scheduled resident house meetings
● Create and maintain a shelter environment that is safe
● Uphold all HOTV and LAHSA Rules, Regulations, and Policies
● Work with collaboration with security guard to ensure safety of participants, staff, volunteers and visitors on the property
● Observe and adhere to department guidelines concerning absences and reports in accordance with departmental procedures
● Assist with facilitating life skills activities and community engagement events for participants
● Other duties as assigned by supervisors
 
Qualifications
● Understand and support the mission statement of Hope of the Valley Rescue Mission
● High school diploma or GED
● 1-2 years experience working with the homeless or similar population preferred
● Must possess solid proficiency of Microsoft Office Suite
● Excellent verbal and written communication skills. Must possess basic grammar and spelling skills
● Possess the necessary initiative, adaptability, and responsibility to work with minimum supervision
● Must possess excellent problem-solving skills
● Ability to interact with others professionally
● Knowledge of Housing First, Harm Reduction, and Trauma Informed principles preferred
● Experience working with a diverse population, with sensitivity to differences in culture, religion, sexual orientation, race, age, and physical and mental illness
● Valid CPR/First Aid certification or ability to obtain within 30 days of hire
● Must be TB-cleared prior to hiring
● A criminal background check is required
● A drug-test is required
● A CA driver's license or valid or of identification is required
 
Other Requirements
● Ability to walk, stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis
● Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead
● Ability to work in proximity with service animals and emotional support animals
● Ability to operate a computer, fax, and telephone
● Ability to lift up to 25 lbs.
● Some night and weekend hours required
 
Employment Classifications
● FLSA Status: Non-Exempt
● Payroll Status: Hourly
● Work Schedule: Full Time
 
PHYSICAL DEMANDS, ENVIRONMENTAL CONDITIONS, EQUIPMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Employee is required to: Walk and climb stairs; stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis; Grasp, push, pull objects such as files, file cabinet drawers, and reach overhead; Handle, finger, grasp and feel objects and equipment; Reach with hands and arms; Be mobile by moving oneself from place to place quickly and easily; Repeat various motions with the wrists, hands, and fingers; Be able to perform visual activities for (including, but not limited to) administrative and clerical tasks; Ability to lift up to 25 lbs. Communicate, receive and exchange ideas, information by means of the spoken and written word; Drive vehicle in and around Los Angeles County; Be able to enter various buildings that may require climbing stairs. Be periodically subjected to outside environmental conditions. Employee may work in proximity to service animals and emotional support animals; Use a desktop and/or laptop computer; copy, postage, and fax machines. Complete all required forms in personal writing.
Work Environment:
The employee may be in contact with individuals and families in crisis who may be ill, using alcohol and drugs, and who may not be attentive to basic personal hygiene, health and safety practices. The employee may experience a number of unpleasant sensory demands associated with the clients use of alcohol and drugs, and lack of personal hygiene. The employee must be ready to respond quickly and effectively to many types of situations, including crisis situations and potentially hostile situations. The noise level in the work environment is usually moderate in an office setting. Sometimes work may become stressful when working under pressure.
◊ EEO: HOTV (Hope of the Valley) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HOTV complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment
◊ HOTV will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if HOTV is concerned about a conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting the California Department of Fair Employment and Housing’s Fair Chance Act webpage.
 
I have read and fully understand the description of the position I have accepted. I also acknowledge that the description of this position will evolve and change to reflect the organization’s dynamic needs. Therefore, I understand and accept that this position may be altered, including, but not limited to position classification, location(s), requirements and responsibilities. With my signature below, I acknowledge that I have received a copy of the above job description. I understand that if I have questions regarding my job duties and/or responsibilities, I should contact my immediate supervisor or the Human Resources Department.
 Swing shift

Client Services Monitor

<h3>Job Description</h3>
Job Description
Position Summary
The mission of Hope the Mission (HOTV) is to prevent, reduce, and eliminate poverty, hunger, and homelessness by offering immediate assistance and long-term solutions HOTV's Tiny Homes provides a safe, low-barrier, and supportive 24-hour residence to persons experiencing homelessness. Participants receive shelter, food, and case management services to support their trajectory towards obtaining permanent housing. Working under the supervision of the Tiny Homes Manager, the Client Services Monitor fulfills the mission of the Hope of Valley Rescue Mission by successfully providing supervision and support to the residents of the Tiny Homes Program.
 
Primary Duties and Responsibilities
● Ensure the safety of participants and guests by providing on-site participant supervision
● Ensure participant compliance with program rules, policies, and procedures
● Distribution of necessary supplies including handing out bedding, clothing and hygiene items as needed
● Assist with sanitation of participant belongings in hot box and new bed assignment upon intake
● Watch for and report suspicious or unusual activity to the appropriate authorities; investigate alarms or noises and remove trespassers from the facility/property
● Work in partnership with on-site security
● Conduct daily wellness checks to screen participants for COVID symptoms and ensure their wellbeing
● Respond to emergency situations as appropriate
● Request emergency services personnel, such as law enforcement, fire department, and paramedics in cases of emergencies
● Complete written reports and incident logs of daily activities
● Answer telephone and take messages for participants and staff
● Resolve participant issues as needed using de-escalation and crisis intervention techniques to help participants work through conflict
● Assist with the serving of daily meals
● Replenish supplies in the restrooms, offices and dining area
● Assist with maintenance of resident laundry schedule
● Ensure participants are following proper hygiene practices
● Work with participants to improve their independent living skills
● Ensure general cleanliness and maintenance of the facility including, but not limited to: cleaning sanitizing offices, restrooms, hygiene trailers, living spaces, tiny home units, sweeping, mopping, vacuuming and other janitorial services. Clean and disinfect restrooms and showers after each use, without exception.
● Ensure that trash is changed, taken out daily, and prepare trash receptacles for weekly pick-up
● Monitor and report to supervisor any maintenance concerns as needed
● Self-identify potentially unsafe systems/processes/situations and takes initiative to report to manager/supervisor
● Take on non-routine cleaning and special projects as needed
● Pack out participant belongings and place them in storage
 
Other Duties
● Monitor medication cabinet and review medication records
● Attend and participate in team Meetings, trainings, case conferencing, etc.
● Responsible for maintaining thorough and accurate records in both written form (hard copies) and through the Homeless Management Information System (HMIS)
● Establish and maintain good rapport and working arrangements with co-workers, including the management team and other staff
● Facilitate and supervise regularly scheduled resident house meetings
● Create and maintain a shelter environment that is safe
● Uphold all HOTV and LAHSA Rules, Regulations, and Policies
● Work with collaboration with security guard to ensure safety of participants, staff, volunteers and visitors on the property
● Observe and adhere to department guidelines concerning absences and reports in accordance with departmental procedures
● Assist with facilitating life skills activities and community engagement events for participants
● Other duties as assigned by supervisors
 
Qualifications
● Understand and support the mission statement of Hope of the Valley Rescue Mission
● High school diploma or GED
● 1-2 years experience working with the homeless or similar population preferred
● Must possess solid proficiency of Microsoft Office Suite
● Excellent verbal and written communication skills. Must possess basic grammar and spelling skills
● Possess the necessary initiative, adaptability, and responsibility to work with minimum supervision
● Must possess excellent problem-solving skills
● Ability to interact with others professionally
● Knowledge of Housing First, Harm Reduction, and Trauma Informed principles preferred
● Experience working with a diverse population, with sensitivity to differences in culture, religion, sexual orientation, race, age, and physical and mental illness
● Valid CPR/First Aid certification or ability to obtain within 30 days of hire
● Must be TB-cleared prior to hiring
● A criminal background check is required
● A drug-test is required
● A CA driver's license or valid or of identification is required
 
Other Requirements
● Ability to walk, stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis
● Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead
● Ability to work in proximity with service animals and emotional support animals
● Ability to operate a computer, fax, and telephone
● Ability to lift up to 25 lbs.
● Some night and weekend hours required
 
Employment Classifications
● FLSA Status: Non-Exempt
● Payroll Status: Hourly
● Work Schedule: Full Time
 
PHYSICAL DEMANDS, ENVIRONMENTAL CONDITIONS, EQUIPMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Employee is required to: Walk and climb stairs; stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis; Grasp, push, pull objects such as files, file cabinet drawers, and reach overhead; Handle, finger, grasp and feel objects and equipment; Reach with hands and arms; Be mobile by moving oneself from place to place quickly and easily; Repeat various motions with the wrists, hands, and fingers; Be able to perform visual activities for (including, but not limited to) administrative and clerical tasks; Ability to lift up to 25 lbs. Communicate, receive and exchange ideas, information by means of the spoken and written word; Drive vehicle in and around Los Angeles County; Be able to enter various buildings that may require climbing stairs. Be periodically subjected to outside environmental conditions. Employee may work in proximity to service animals and emotional support animals; Use a desktop and/or laptop computer; copy, postage, and fax machines. Complete all required forms in personal writing.
Work Environment:
The employee may be in contact with individuals and families in crisis who may be ill, using alcohol and drugs, and who may not be attentive to basic personal hygiene, health and safety practices. The employee may experience a number of unpleasant sensory demands associated with the clients use of alcohol and drugs, and lack of personal hygiene. The employee must be ready to respond quickly and effectively to many types of situations, including crisis situations and potentially hostile situations. The noise level in the work environment is usually moderate in an office setting. Sometimes work may become stressful when working under pressure.
◊ EEO: HOTV (Hope of the Valley) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HOTV complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment
◊ HOTV will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if HOTV is concerned about a conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting the California Department of Fair Employment and Housing’s Fair Chance Act webpage.
 
I have read and fully understand the description of the position I have accepted. I also acknowledge that the description of this position will evolve and change to reflect the organization’s dynamic needs. Therefore, I understand and accept that this position may be altered, including, but not limited to position classification, location(s), requirements and responsibilities. With my signature below, I acknowledge that I have received a copy of the above job description. I understand that if I have questions regarding my job duties and/or responsibilities, I should contact my immediate supervisor or the Human Resources Department.

<h3>Job Description</h3>
Job DescriptionClient Accounting Services Manager
We are a local full service CPA in the Dallas area and have been in business for over 30 years.&nbsp; &nbsp;
What You Will Be Doing
Outsourced Accounting Services: Prepare financial statements, manage accounts receivable and payable, reconcile bank statements and general ledger accounts, and maintain accurate financial records for complex clients Payroll and Sales Tax Filings: Prepare and manage the preparation and submission of payroll tax and sales tax returns and payroll processing for your client list Tax Notices: Manage and oversee payroll and sales tax notices Research: Work on complex research for payroll and sales tax issues Review: Review associate level staff's work and provide guidance/education Financial Analysis: Prepare and meet with clients quarterly to provide analysis of their financial statements and discuss their businesses Client Engagement: Build and maintain a positive client relationships by addressing their accounting needs, responding to inquiries, and delivering exceptional client service Client Onboarding: Assist in the onboarding of new clients by gathering necessary financial information, setting up accounting systems, and establishing reporting protocols Data Management: Ensure the accuracy and integrity of financial data, maintaining organized records and workpapers Team Collaboration: Collaborate with colleagues throughout the firm to ensure seamless services delivery and provide support to senior team members as required Process Improvement: Continuously identify opportunities to enhance accounting process, streamline workflows, and improve the efficiency and effectiveness of the CAS department
What You Need for this Position
8+ years in public accounting&nbsp;with emphasis in CAS/Outsourced Accounting&nbsp; CPA or Enrolled Agent&nbsp; Thorough understanding of GAAP and best practices Prior public accounting experience is REQUIRED Previous experience overseeing/mentoring/training staff&nbsp; M.S. in Taxation is preferred
What's In It for You
Competitive base pay ($120k- $180k) DOE Partner Track Unlimited PTO Annual Bonus 401k with 4% match&nbsp; 1500 hour billable goal. No 65+hour work weeks here! and more
 - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/19/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. &nbsp;CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Client Accounting Services Manager

<h3>Job Description</h3>
Job Description
Cook CPA, a growing, tech-forward public accounting firm based in Wichita, Kansas, is seeking an experienced and proactive Accounting Services Manager to take ownership of our Client Accounting Services (CAS) practice. This individual will supervise and mentor a 5-person team and directly oversee monthly financial operations, including payroll, financial reporting, and client onboarding. 
Reporting directly to the Owner, this role functions as the firm's internal accounting leader and point of stability. The ideal candidate combines accounting depth with strong people skills, a problem-solving mindset, and the initiative to refine systems and processes. They must also be capable of leading client engagements from onboarding through delivery while driving operational excellence across a diverse client base, primarily in real estate, oil and gas, and professional services.
Employee Value Proposition (EVP)
Purpose
This role exists to provide operational stability and leadership for a growing CPA firm serving Midwest-based real estate, oil and gas, and professional services clients. By taking ownership of the firm's accounting delivery model, you'll ensure consistent quality and client satisfaction while driving firm-wide process improvements.
Growth
As Cook CPA scales, this position offers a rare opportunity to grow into a senior operational leadership role. You'll influence client success, internal systems, and team performance — with the potential to define new services, drive onboarding strategy, and become a firm-wide decision-maker. The long-term path includes director-level expansion and strategic client relationship management.
Motivators
If you enjoy solving problems, building scalable systems, mentoring high-potential team members, and leading client-facing initiatives — all in a tight-knit, agile environment — this role offers unmatched stretch, visibility, and strategic influence. You'll make your mark not only by managing people but by elevating the performance and structure of the entire CAS practice.
Major Performance Objectives
1. Build and Lead a High-Performing CAS Team Within the first 90–120 days, take full leadership of a 5-person accounting team. Establish weekly work rhythms, create clarity in ownership, and instill accountability by setting team KPIs aligned with client expectations. Provide coaching, conduct one-on-ones, and define what success looks like for each team member.
2. Overhaul and Own the Client Onboarding Experience By month 4–6, revamp the client onboarding process to reduce onboarding time, improve data capture, and elevate the client's early experience. Build a repeatable intake system that aligns with both AppFolio or Yardi and QuickBooks platforms.
3. Deliver Timely and Accurate Financial Statements Across All Accounts Ensure all recurring financial statements are finalized by agreed-upon monthly deadlines — with a target of 100% on-time close for all accounts within six months. Work closely with Payroll and AppFolio/Yardi teams to align source data and reconciliation timelines.
4. Serve as Lead Problem Solver for Real Estate Accounting Challenges Within the first 180 days, establish yourself as the internal “go-to” resource for resolving AppFolio and Yardi-related issues, complex reconciliations, or new client onboarding errors. Create resolution playbooks to reduce repeat issues.
5. Collaborate with Leadership on Strategic Growth Opportunities Contribute to firm strategy by identifying new service opportunities or process gaps across client engagements. Within the first 12 months, propose at least one operational or advisory service line expansion.
Critical Subtasks
<ol>
<li>Supervise the Daily Activities of the CAS Team Manage workload allocation, maintain team morale, and ensure client deadlines are met consistently. Implement and optimize systems of accountability.</li>
<li>Oversee Client Payroll, AP/AR, and Month-End Close Operations Ensure compliance, timeliness, and precision across all recurring financial tasks, leveraging automation wherever possible.</li>
<li>Support the Tax Team with Year-End Financial Prep Deliver tax-ready financials for all accounts by early in the season and maintain real-time readiness during tax season.</li>
<li>Lead Client Communications with Clarity and Confidence Own the responsibility for ensuring clients feel informed, supported, and valued. Act as the first point of escalation and manage expectations proactively.</li>
<li>Develop Systems and Process Improvements Internally Redesign inefficient workflows and centralize documentation. Improve handoffs between team members, particularly between accounting and tax.</li>
<li>Drive Marketing, Referral, and Client Landing Activities Collaborate with Owner to identify referral sources, support lead calls, and convert qualified prospects into long-term clients via strong onboarding experiences.</li>
<li>Continuously Evaluate and Integrate AI to Improve Performance Within the first 90–180 days, take ownership of identifying how AI and automation tools can support or enhance the core responsibilities of this role — from reconciliation and reporting to onboarding and team communication. Implement one meaningful AI or process automation pilot project that directly improves team output or client satisfaction.</li>
</ol>
Culture and Situation Fit
This role is ideal for someone who thrives in a stable yet evolving firm environment where ownership is hands-on, expectations are high, and success is defined by both client satisfaction and operational clarity. Cook CPA has a consistent growth trajectory, but still functions like a close-knit team. The pace is fast, especially during tax season, and rewards go to those who take initiative, adapt well, and find ways to improve systems — not just maintain them. Success here means taking responsibility, enabling others, and aligning people and processes toward common goals — especially when the founder is off-site.
If you have interest in considering this role, Good Works Talent invites you to confidentially submit your resume profile on the website job portal.

<h3>Job Description</h3>
Job DescriptionClient Accounting Services Manager
Location: Hudson, WI, New Richmond, WI Reports to: Partner Effective Date: May 20, 2025
About Us
Join a dynamic and growing firm dedicated to delivering exceptional accounting, bookkeeping, and payroll services to a diverse client base. We pride ourselves on fostering a supportive team environment, continuous professional development, and a client-first approach.
Position Overview
We are seeking an experienced Client Accounting Services Manager to lead our accounting and payroll team. In this key leadership role, you will oversee the delivery of high-quality accounting, payroll and bookkeeping services, manage client relationships, and drive process improvements. You will serve as a mentor to staff, ensure compliance with regulatory standards, and be a primary point of contact for our valued clients.
Responsibilities
Leadership &amp; Team Management
<ul>
<li>
Lead, schedule, and conduct monthly payroll meetings with staff and management.
</li>
<li>
Create and maintain annual team schedules; communicate changes as needed.
</li>
<li>
Mentor, train, and support accounting and payroll staff, ensuring high performance.
</li>
<li>
Coordinate staff training and oversee the 1099 process.
</li>
<li>
Implement process improvements for efficiency and accuracy.
</li>
</ul>
Client Engagement &amp; Service Delivery
<ul>
<li>
Manage client engagements for accounting, bookkeeping, and payroll services.
</li>
<li>
Serve as the primary point of contact for assigned clients, maintaining strong relationships.
</li>
<li>
Review and complete accounting and payroll work for clients on a regular basis.
</li>
<li>
Provide advisory services on best practices, compliance, and internal controls.
</li>
<li>
Identify opportunities to expand services and participate in business development.
</li>
</ul>
Technical &amp; Administrative
<ul>
<li>
Prepare and review financial statements, reconciliations, and accounting records.
</li>
<li>
Manage bank reconciliations, sales tax filings, and 1099 preparation.
</li>
<li>
Respond to IRS/State tax notices and assist with accounts payable.
</li>
<li>
Support clients with accounting software (primarily QuickBooks), including conversions and troubleshooting.
</li>
<li>
Maintain pricing templates and assist with client billing.
</li>
</ul>
Professional Development &amp; Compliance
<ul>
<li>
Stay current with technical competencies and industry trends.
</li>
<li>
Participate in ongoing training and continuing education.
</li>
<li>
Research and resolve complex accounting and payroll issues.
</li>
<li>
Uphold the confidentiality of client and firm information.
</li>
</ul>
Qualifications
<ul>
<li>
Associate's degree in accounting required, Bachelor's degree preferred.
</li>
<li>
5+ years' experience in accounting, payroll, and bookkeeping services.
</li>
<li>
Prior experience in a public accounting office strongly preferred.
</li>
<li>
Proficient in Microsoft Office, QuickBooks, and related accounting software.
</li>
<li>
Strong leadership, communication, and interpersonal skills.
</li>
<li>
Excellent organizational skills and attention to detail.
</li>
<li>
Ability to thrive in a fast-paced, changing environment.
</li>
<li>
Certification by the American Payroll Association and/or QuickBooks Pro-Advisor is a plus.
</li>
<li>
Working knowledge of payroll, accounting regulations, 1099s, and payroll tax returns required.
</li>
</ul>
Physical Requirements
<ul>
<li>
Prolonged periods sitting at a desk and working on a computer.
</li>
</ul>
Why Join Us?
<ul>
<li>
Collaborative and supportive team culture
</li>
<li>
Opportunities for professional growth and advancement
</li>
<li>
Exposure to a diverse client base and a variety of projects
</li>
<li>
Competitive compensation and benefits
</li>
</ul>

<h3>Job Description</h3>
Job Description
Client Accounting Services Manager (CAS Manager) 
 
Responsibilities:
<ul>
<li>Provide Accounting and Finance services and leadership to our clients across a wide array of industries.</li>
<li>Provide internal support to our clients with day-to-day accounting duties and provide oversight and strategic direction in financial decisions.</li>
<li>Oversee, produce and present financial statements and results</li>
<li>Develop and maintain insightful analytical reports</li>
</ul>
 
Qualifications:
<ul>
<li>5+ years of current or recent Public Accounting experience.</li>
<li>Strong accounting software skills, including QuickBooks (required). Additional experience with ERP systems and accounting software packages, (SAGE Intacct, Netsuite, SAP, etc) is highly desired.</li>
<li>Proven ability to lead a team, execute on strategy and develop team members</li>
<li>Demonstrated ability to oversee and manage engagements, prioritize engagements, and supervise/motivate staff</li>
</ul>
 
 
 
Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

<h3>Job Description</h3>
Job Description
Job Summary:
The Program Manager, Client Services (PM) is a caring and empathetic leader who takes pride in delivering best-in-case services to staff and clients, motivating a team to achieve ambitious goals, and thrives in being a part of a growing organization. As part of the management team, the PM models and supports staff in delivering high-quality services. 
The PM is responsible for managing part of the day-to-day operations and building, leading, managing, mentoring, and coaching other team members; establishing best practices; and managing and delivering complex programs. This role is specifically responsible for the management and supervision of the day-to-day front-end operations of the Downtown Los Angeles center lobby. The ideal candidate will demonstrate a sense of urgency, commitment to quality, a high level of emotional and professional intelligence, and personal and team accountability for all deliverables, communications and overall performance. 

Duties and Responsibilities to include but not limited to:
Support and Administration of Client Services Front Lobby Team
Train, Mentor, and Mange Staff to Deliver Exceptional Service to Clients and Colleagues
<ul>
<li>Manage the day-to-day operations of the Intake process, paperwork, and front desk operations.</li>
<li>Provides guidance and supervises Client Services Coordinators, Client Services Administrators, and the Client Services Operations Coordinator.</li>
<li>Provide support in onboarding new team members across the center and department. </li>
<li>Meet with direct reports regularly to oversee work. Provide training and feedback for professional development. </li>
<li>Develop and implement administrative systems, policies, and procedures, including but not limited to enrollment and appointment scheduling, file storage and retention, etc. </li>
<li>Develop and implement a standardized system to onboarding Client Services Coordinators and Client Services Administrators. </li>
<li>Share best practices with Client Services Coordinators and Client Services Administrators at other sites, including developing an informal cohort.</li>
<li>Responsible for managing the initial client pipeline to increase the conversion of inquiries to orientation and enrollment.</li>
<li>In Sr. Director’s absence, provide support to address time-sensitive client and office needs, including de-escalation, conflict management and mediation, and coverage issues, as needed. </li>
</ul>
Foster Strong Client, Colleague, and Partner Relationships
<ul>
<li>Provide a welcoming environment and information to clients, volunteers, and guests entering facility, covering</li>
<li>Participate in committees and working groups in support of organization’s Strategic Plan.</li>
<li>Represent Chrysalis to stakeholders, including providing site tours, attending outreach events &amp; community meetings, and delivering presentations. </li>
<li>Supports in planning and implementing Downtown Client Services events, training, and other office activities. </li>
<li>Track and monitor program data. Analyze trends of client service delivery use. Help create data informed annual goals for the site. </li>
<li>Act as liaison for in-house partners, such as the On-Site Counselor and interns </li>
<li>Represent Chrysalis to stakeholders, including providing site tours, attending outreach events &amp; community meetings, and delivering presentations. </li>
<li>Meet with clients and staff to mediate and resolve client grievances and create appropriate and relevant restorative plans for CE workers</li>
<li>Provide back-up support for services across the organization, including leading classes, conducting one-on-one interview/resume services, and meeting with clients as part of transitional employment program requirements. </li>
</ul>
Develop and Oversee Achievement of Programmatic Objectives &amp; Strategic Initiatives
<ul>
<li>Provide a welcoming environment and information to clients, volunteers, and guests entering facility, covering front desk on as needed basis. </li>
<li>Oversee, including monitoring budget allocations, resources to support clients in job search and retention process, as well as office supplies for the department and site.</li>
<li>Actively participate with the Client Services management team to consistently improve programs and services and support program design and evaluation efforts. </li>
<li>Develop content for and lead staff meetings and case conferences. Participate in department and organization-wide convenings, including content development and delivery. </li>
<li>Develop and lead effective and engaging meetings, focus groups, trainings, and other learning opportunities to develop solutions that are the best fit for Chrysalis clients and align with organizational goals. </li>
<li>Design and complete management &amp; administrative reports and documentation as needed.</li>
<li>Make recommendations and participate in the implementation of projects, such as a curriculum review, to ensure that services are aligned with best practices in the field, reflect the needs of the client population, and support clients in achieving their employment goals.</li>
<li>Key strategic thought partner for Sr. Director and leadership team to promote strategic plan.</li>
</ul>
General Duties
<ul>
<li>Adhere to all Chrysalis policies and procedures.</li>
<li>Support the Chrysalis Mission, Vision, and Values. </li>
<li>Work with Senior Site Director on special projects and assignments</li>
<li>Other duties as assigned.</li>
</ul>

Job Skills &amp; Qualifications
<ul>
<li>Interest in, experience working with, and sensitivity toward the Chrysalis client population.</li>
<li>Minimum 3-5 years’ experience in social service work or related field, including supervision experience. </li>
<li>Bilingual (English/Spanish) is a plus, but not required</li>
<li>Demonstrated leadership abilities and/or experience motivating team members toward completion of goals. </li>
<li>Excellent teamwork and leadership skills, including the ability to coach/mentor staff and clients. </li>
<li>Excellent verbal, written, communication, organization, and time management skills.</li>
<li>Exceptional customer service, interpersonal, and public speaking skills, including the ability to use tact and diplomacy in all interactions and to appropriately represent Chrysalis to external audiences. </li>
<li>Demonstrated team player with a clear understanding of team dynamics.</li>
<li>High level of proficiency in online research and software applications including Microsoft Office Suite and Internet required. Facility for data, including comfort with spreadsheets and database programs. </li>
<li>Previous experience in case management database program(s) preferred. Willingness to learn new computer applications. </li>
<li>Thrive in high-paced, demanding environment.</li>
<li>Ability to address challenging conflicts and operational problems, making timely decisions, often under pressure with tight and competing deadlines.</li>
<li>Reliable transportation. Willingness to travel among locations required. (Mileage reimbursed)</li>
</ul>
 
(No phone calls or drop-ins regarding this position please. Applications without a cover letter will not be considered.)
Fair Chance Hiring Statement
Chrysalis is an equal opportunity employer and strongly encourages applications from all qualified individuals who share lived experience with the communities we serve. In particular, Chrysalis welcomes applicants who are formerly incarcerated and/or justice-involved; people who have experienced housing insecurity and/or economic inequity; Black, Indigenous, and people of color; persons with disabilities; ethnic and religious minorities; and members of the LGBTQ+ community.

Program Manager, Client Services

<h3>Job Description</h3>
Job Description
Direct Agents is looking for an experienced Senior Client Services Manager to lead client accounts, deliver standout campaigns, and build impactful relationships.&nbsp;
This NYC based role has a competitive salary range of $85,000-$95,000 depending on experience, with annual compensation reviews based on performance. Potential bi-annual bonus pay is based on company and individual performance.
KEY RESPONSIBILITIES
Strategic Client Leadership
<ul>
<li>Own end-to-end client relationships as their primary strategic advisor and business partner</li>
<li>Develop comprehensive understanding of client business models, competitive landscapes, and market dynamics</li>
<li>Leading comprehensive quarterly business reviews - developing strategic narratives, coordinating content creation, ensuring quality standards, and managing delivery timelines</li>
<li>Lead strategic planning sessions and quarterly business reviews with C-level stakeholders</li>
<li>Proactively identify and develop new revenue opportunities through strategic account growth</li>
<li>Navigate complex client challenges and serve as escalation point for critical issues</li>
</ul>
Advanced Campaign Strategy &amp; Innovation:
<ul>
<li>Lead the development of comprehensive, integrated marketing strategies across all digital channels</li>
<li>Pioneer new approaches and testing methodologies to drive breakthrough performance</li>
<li>Lead campaign strategy for high-value, complex accounts with substantial budgets</li>
<li>Mentor junior team members on strategic thinking and client management</li>
</ul>
Account Leadership &amp; Operational Excellence:
<ul>
<li>Lead complex, multi-workstream initiatives ensuring on-time delivery and quality standards</li>
<li>Drive accountability across teams to meet critical client deadlines and milestones</li>
<li>Establish project governance and communication protocols for campaigns &amp; deliverables</li>
<li>Prioritize competing demands across portfolio of accounts to maximize impact</li>
<li>Coordinate with internal teams to maintain project timelines and deliverable quality</li>
<li>Mentor junior team members on effective project management and client communication</li>
</ul>
YOUR BACKGROUND
Required Experience:
<ul>
<li>4-6 years of account management experience with proven track record of driving significant client growth</li>
<li>Deep expertise across Search, Programmatic Display, Social, and emerging marketing channels</li>
<li>Demonstrated experience managing high-value accounts&nbsp;</li>
<li>Experience presenting to and influencing C-level executives</li>
<li>Strong time management skills -- ability to prioritize and meet deadlines and work in a fast-paced environment</li>
<li>Experience with project management platform (ClickUp, Asana, Monday, etc) is a plus</li>
<li>Must be self-motivated, highly organized, and a team player&nbsp;</li>
<li>Strong attention to detail&nbsp;</li>
</ul>
Essential Skills:
<ul>
<li>Advanced strategic thinking and business acumen</li>
<li>Strong analytical skills and data interpretation capabilities</li>
<li>Exceptional presentation and communication skills</li>
<li>Leadership experience with ability to influence across all organizational levels</li>
<li>Deep understanding of performance marketing ecosystem and emerging trends</li>
<li>Proven track record of driving measurable business results</li>
</ul>
<ul></ul>
WHY DIRECT AGENTSWork-Life Balance
<ul>
<li>4-Day Work Week: Join our innovative pilot program designed for sustained productivity and well-being</li>
<li>Flexible PTO: Up to 24 days annually based on seniority, plus paid birthdays and volunteer days</li>
<li>Remote Flexibility: Work from anywhere options based on seniority</li>
<li>Family Support: Comprehensive paid parental leave and family-friendly policies</li>
</ul>
Comprehensive Benefits
<ul>
<li>Premium Healthcare: Full coverage options including One Medical, KindBody, and mental health support</li>
<li>Wellness Perks: Citibike membership, fitness reimbursement, and wellness programs</li>
<li>Community: Dog-friendly office, team events, and an inclusive culture that celebrates diversity</li>
<li>Modern Tech Setup: MacBook Pro and premium software tools</li>
</ul>
Innovation &amp; Growth
<ul>
<li>AI-Driven Innovation: Harness AI-powered workflows to optimize strategies and drive impactful results</li>
<li>Future-Forward Tech: Access proprietary tools like Kanopy AI and custom GPTs for advanced marketing solutions</li>
<li>Career Development: Shape your path through mentorship, training programs, and direct access to leadership</li>
<li>Industry Impact: Contribute to thought leadership and strategic initiatives that drive agency innovation</li>
</ul>
Outstanding Environment
<ul>
<li>Work with premier brands like Marvel, NBA, and NYSE while maintaining boutique agency creativity</li>
<li>Direct Agents is proud to be an equal opportunity employer. Join us in shaping the future of digital marketing!</li>
</ul>
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