Accounting Relationship Manager | Five Towns, NY · $100,000–$120,000

Accounting Relationship Manager | Five Towns, NY · $100,000–$120,000

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About the Role We're looking for a skilled, client-focused Accounting Relationship Manager to join our growing team. This role owns the client relationship end-to-end, accountable for the overall success of each engagement — building trust, ensuring deliverables meet our standards, and using sound judgment to anticipate and address client needs. A strong fit doesn't just complete tasks; they apply common sense, delegate wisely, and keep their accounts running smoothly.

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Key Responsibilities

Client Relationship Management

• Build and maintain trust with clients by serving as their primary point of contact
• Communicate proactively, timely, clearly, and professionally across all client touchpoints
• Execute seamless onboarding of new clients and identify opportunities to add value
• Take ownership of commitments, meet deadlines, and show initiative by addressing needs before they arise

Deliverables & Financial Oversight

• Ensure all deliverables are accurate, timely, and high-quality
• Conduct financial reviews to validate the integrity of data, identify risks, and provide meaningful insights to support client decision-making
• Use thoughtful judgment to escalate or resolve issues, taking responsibility for complex matters
• Maintain visibility into AP workflows, identifying issues early and stepping in to resolve problems

Team & Workflow Management

• Manage time and priorities effectively with consistency in reliability, punctuality, and follow-through
• Delegate effectively to offshore staff, ensuring instructions are clear and work is reviewed for accuracy
• Keep client work clearly organized and current in project management systems
• Monitor offshore capacity regularly to ensure optimal utilization and readiness for growth
• Foster collaboration across the team to support efficient, high-quality client service

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Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required
• 3–5 years of accounting or client-facing financial services experience preferred
• Experience managing client accounts and overseeing AP or accounting workflows
• Proficiency in accounting software (QuickBooks or similar)
• Strong organizational and communication skills with a high degree of attention to detail
• Demonstrated ability to delegate, prioritize, and manage multiple accounts simultaneously
• Experience working with offshore or remote teams is a strong plus
• Experience in an outsourced accounting or advisory firm is highly desirable

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Interested? Send your resume to: [email protected]