Accounting Relationship Manager

Accounting Relationship Manager (Client Services)

Accountants-BC Ltd. – Vancouver, BC

Accountants-BC Ltd. is a growing professional accounting firm serving small and mid-sized businesses across British Columbia. We provide bookkeeping, financial reporting, tax, and advisory services tailored to our clients' needs. We are seeking an experienced and client-focused Accounting Relationship Manager to serve as the primary liaison between our firm and a portfolio of business clients.

This role is ideal for an accounting professional who enjoys building long-term client relationships, overseeing service delivery, and providing strategic financial insight.

Key Responsibilities

• Manage and nurture relationships with a portfolio of small and medium-sized business clients
• Serve as the primary point of contact for client inquiries and service coordination
• Review financial statements, management reports, and compliance filings before delivery
• Coordinate with internal accountants and bookkeepers to ensure timely and accurate work
• Conduct client meetings to review financial performance and provide insights
• Identify opportunities for additional services, advisory support, or process improvements
• Monitor deadlines for tax filings, reporting requirements, and regulatory compliance
• Support onboarding of new clients and ensure smooth transition of accounting services
• Maintain high standards of client satisfaction and retention
• Assist partners with workflow planning and service delivery optimization

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• 3–6 years of experience in public practice or accounting services
• CPA designation (completed or in progress strongly preferred)
• Strong knowledge of Canadian accounting standards (ASPE)
• Experience reviewing financial statements and year-end files
• Excellent communication and client relationship management skills
• Strong organizational ability and attention to detail
• Proficiency with accounting software (QuickBooks, CaseWare, Sage, or similar)
• Advanced Microsoft Excel skills
• Ability to manage multiple clients and deadlines effectively

Preferred Qualifications

• Experience in small business advisory services
• Exposure to tax coordination and compliance processes
• Experience in a multi-client accounting firm environment

Benefits

• Collaborative and supportive professional team
• Career advancement opportunities within a growing firm
• CPA training and continuing education support
• Stable full-time position
• Paid vacation and statutory holidays
• Health and wellness benefits
• Modern Vancouver office environment

Ideal Candidate

You are proactive, professional, and client-focused. You enjoy building trusted relationships, ensuring financial accuracy, and helping business owners better understand their numbers. You are comfortable balancing relationship management with technical accounting oversight.

Job Type: Full-time

Pay: $68,381.49-$99,863.40 per year

Benefits:

• Company events
• Life insurance
• Profit sharing
• RRSP match
• Vision care

Work Location: In person