Client Accounting Services - Client Manager

Client Accounting Services (CAS) Client Manager

About Ascend

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit ascendtogether.com.

About Onpointe

Onpointe is a rapidly growing, forward-thinking consulting firm with locations in the Cincinnati, Cleveland, and Louisville metro areas. We provide a range of tax, accounting, and advisory services to closely held businesses and high net-worth individuals. With a fantastic team of people that offer high-quality service with a relationship-first approach, we help clients successfully navigate a complex business world. 

What You’ll Do:

• Deliver exceptional client experiences through strategic financial insights, responsive service, and a high standard of operational
• Serve as the primary client contact, ensuring seamless information flow and tailored reporting, while fostering strong, trust-based relationships that support client growth and retention; maintain a high client NPS and review work for accuracy and completeness.
• Collaborate closely with CAS, Tax, and overseas teams; mentor and support team development, embrace diverse perspectives, and create an engaging and joyful work environment.
• Consistently add value, drive satisfaction, and champion a culture of continuous growth and excellence.
• Maintain working knowledge and understanding of firm software; be able to confidently review client tech stack and identify solutions.
• Assist with new hire integration and mentor new team members.

Qualifications:

• 8-10 years of working experience in a relevant field; 3-5 years of experience in a CAS/Client Management capacity.
• Strong knowledge of QuickBooks Online; advanced Excel skills.
• Strong communication skills, able to problem solve and use critical judgment.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.