Client Accounting Services - Manager

Posted 2 Days Ago
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97702, Bend, OR, USA
In-Office
Senior level
Professional Services • Consulting • Financial Services
The Role
Manage full-cycle accounting for small-to-mid-size clients including payroll and month-end close; deliver financial reporting and insights; build KPIs and dashboards (Syft); support QuickBooks Online and integrated cloud apps; improve processes, workflows, and internal controls; assist with budgeting, cash flow, and forecasting; and supervise staff and interns.
Summary Generated by Built In

Jones & Roth is seeking an experienced CAAS Accountant to support small- to mid-size business clients across the firm, with a strong connection to the Central Oregon business community.

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

Skills Required

  • Full-cycle accounting experience including payroll
  • QuickBooks Online skills
  • QuickBooks Online certification
  • Experience with cloud-based accounting tools and integrated apps
  • Experience with Syft or similar KPI/dashboard tools
  • 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
  • Supervisory experience managing staff and interns
  • Experience with budgeting, cash flow tracking, and forecasting
  • Experience delivering timely financial reporting and month-end close
Am I A Good Fit?
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The Company
0 Employees
Year Founded: 1946

What We Do

Jones & Roth is a premier independent CPA and business advisory firm based in Oregon, with offices in Eugene, Bend, and Hillsboro. For nearly 80 years, they have specialized in providing a comprehensive suite of advisory, assurance, and tax services. The firm partners with businesses, nonprofits, and individuals to help them achieve financial and operational management excellence while maintaining a commitment to professional integrity and independence.

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