Client Accounting & Business Services Manager (Office Lead)

Company DescriptionPacific Financial Network specializes in providing comprehensive tax planning and preparation, bookkeeping, and business financial services. Located in the heart of the San Fernando Valley, we support businesses in managing their financial operations with precision and efficiency. Committed to helping clients achieve their financial goals, we offer tailored solutions to meet diverse business needs. With a focus on trust and expertise, we aim to deliver exceptional service and long-lasting client relationships.Position OverviewWe are seeking a highly capable Client Accounting & Business Services Manager to oversee daily office operations, manage bookkeeping and payroll workflows, coordinate offshore resources, and serve as a key point of contact for clients.This is a hands-on leadership role combining bookkeepng expertise, operational management, and client service. In addition to financial management, this role will oversee a range of business support services, including payroll, entity filings, and licensing compliance. Key ResponsibilitiesOperations & Office Management• Oversee day-to-day operations of the Sherman Oaks office • Support delivery of services to both local and virtual clients across expanding markets • Manage administrative workflows, scheduling, and internal processes • Coordinate effectively between onshore staff and offshore teams • Implement and refine systems to improve efficiency and scalability  Accounting & Bookkeeping Management• Manage and review client bookkeeping (primarily in QuickBooks Online) • Oversee monthly close processes for multiple clients • Ensure accuracy of financial statements, reconciliations, and reporting • Assist with budgeting, cash flow tracking, and financial insights  Payroll & Compliance Services• Oversee payroll processing and related reporting for clients • Ensure compliance with federal, state, and local payroll requirements • Coordinate filings and ongoing compliance for: o Secretary of State entity filings o City business licenses and renewals o Other regulatory and administrative business requirements • Track deadlines and ensure timely submissions across all client obligations  Team & Offshore Coordination• Supervise both onshore and offshore bookkeeping and support staff • Assign work, review deliverables, and maintain quality control • Train and develop team members as needed • Coordinate workflow across bookkeeping, payroll, and tax functions  Client Management• Serve as a primary point of contact for bookkeeping and business services clients • Communicate regularly with clients regarding financials, payroll, compliance, and tax-related coordination • Identify client needs and coordinate with leadership on solutions • Support onboarding of new clients and expansion of services  QualificationsRequired• 5+ years of bookkeeping/accounting experience • Strong proficiency in QuickBooks Online • Experience managing payroll processes and compliance • Experience working in or closely with tax preparation environments (business and/or individual returns) • Experience handling multiple clients or entities simultaneously • Prior experience supervising staff or coordinating teams • Strong organizational skills with ability to manage deadlines across multiple service areas • Excellent client communication skills • Ability to work onsite in Sherman Oaks  Preferred• Experience in a CPA firm or outsourced accounting environment • Familiarity with Secretary of State filings and business licensing processes • Experience managing offshore teams • Working knowledge of individual and business tax preparation workflows • Bachelor’s degree in Accounting, Finance, or related field • Advanced Excel and financial analysis skills  Compensation & Benefits• Competitive salary based on experience • Performance-based bonus opportunities • Significant growth opportunity into a senior operations or controller-level role • Opportunity to grow with a firm expanding both locally and through virtual service delivery