Client Accounting Manager

Description

About Keystone CPA

At Keystone CPA, we’re redefining what outsourced accounting can look like. Our team provides scalable, people-first solutions that go beyond traditional finance department models. We partner with clients across industries, becoming an extension of their business and delivering financial clarity, strategy, and peace of mind. As a distributed team, we value flexibility, innovation, and collaboration—helping our clients (and our people) thrive.

Position Summary

As a Client Accounting Manager at Keystone, you’ll lead a team of bookkeepers and staff accountants delivering outsourced accounting services to a portfolio of clients. You’ll serve as the day-to-day point of contact for your clients, ensure the quality and timeliness of deliverables, and mentor your team — all while contributing to the broader growth of Keystone’s Client Accounting Services practice.

What You’ll Do

Client Leadership: Manage day-to-day client relationships, ensuring engagement objectives are met and service is proactive and results-driven.

Team Development : Mentor and guide staff accountants and bookkeepers on your team, reviewing their work and fostering growth and accountability in a remote environment.

Workflow & Review: Oversee day-to-day operations for your client portfolio, balancing client needs with team capacity, while reviewing deliverables for quality, accuracy, and timeliness.

Financial Reporting : Prepare and present financial statements, KPIs, and business insights that help clients understand performance and make informed decisions.

Onboarding & Systems : Lead the setup of new clients in QuickBooks Online, Bill.com, NetSuite, and other platforms to ensure smooth transitions.

Technical Expertise : Support audits, GAAP implementations, budgeting, cash-to-accrual transitions, and other complex accounting projects for your clients.

Continuous Learning : Participate in ongoing training and professional development, and share best practices with your team and across the firm.

Client Advisory: Deliver recommendations that optimize your clients’ financial management, improve efficiency, and support their long-term growth.

What We Look For

A leader who is both detail-oriented and able to see the bigger picture for each client.

A collaborative, solutions-driven professional who thrives in a fast-paced, multi-client environment.

Someone passionate about process improvement, technology adoption, and scalable systems.

A proactive problem-solver who enjoys working directly with business owners and executives.

A continuous learner who values transparency, accountability, and growth.

Benefits & Perks

At Keystone CPAs, we believe our people are our greatest investment. We offer a comprehensive benefits package designed to support your health, financial well-being, and professional growth.

Benefits include:

Competitive salary with annual performance and compensation reviews

Performance-based bonus opportunities

Medical, dental, and vision insurance

Company-paid life insurance

401(k) retirement plan with company match

Paid Time Off (PTO) and paid holidays

Flexible hybrid work environment

Company-issued laptop and technology

CPA licensing and professional membership reimbursement

Continuing Professional Education (CPE) support

Leadership development and mentoring opportunities

Collaborative, entrepreneurial culture with opportunities for advancement

Hybrid Work Environment

This position follows a hybrid work model based in Austin, Texas.

Successful candidates should have:

Reliable high-speed internet

A dedicated workspace for remote work

Ability to work both independently and collaboratively

Willingness to attend in-person team meetings, client meetings, and firm events as needed

Equal Employment Opportunity

Keystone CPAs is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive workplace for all employees and applicants. Employment decisions are made based on qualifications, merit, and business needs, without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.

Requirements

Qualifications

Bachelor’s degree in Accounting, Finance, or Business Administration.

Public accounting background required.

5+ years of progressive accounting experience, including experience reviewing the work of and mentoring bookkeepers or staff accountants — ideally within a CPA firm or outsourced accounting environment.

CPA license (or active pursuit) highly preferred; QuickBooks ProAdvisor certification is a plus.

Strong proficiency in QuickBooks Online, Bill.com, NetSuite, and GAAP principles.

Exceptional communication skills and the ability to build trust with both clients and team members.