Client Accounting Specialist

About the role

You'll play a key role in delivering accurate financial information and maintaining strong client relationships.

Responsibilities

• Accounting & Financial Reporting: Prepare and post journal entries with limited supervision.
• Accounting & Financial Reporting: Reconcile bank accounts, credit card accounts, and other general ledger accounts.
• Accounting & Financial Reporting: Maintain depreciation and amortization schedules.
• Accounting & Financial Reporting: Prepare compiled financial statements and customized client reports.
• Accounting & Financial Reporting: Assist with month-end and year-end accounting activities.
• Accounting & Financial Reporting: Research and resolve accounting discrepancies and financial questions.
• Accounts Payable & Receivable: Process vendor invoices and payments.
• Accounts Payable & Receivable: Support 1099 reporting by gathering and maintaining vendor documentation.
• Accounts Payable & Receivable: Communicate with vendors to resolve payment and billing issues.
• Accounts Payable & Receivable: Create customer invoices and apply payments.
• Accounts Payable & Receivable: Monitor outstanding receivables and follow up with customers as needed.
• Accounts Payable & Receivable: Resolve discrepancies while maintaining positive client relationships.
• Payroll Administration: Process payroll accurately and on schedule.
• Payroll Administration: Review payroll registers and payroll previews for accuracy.
• Payroll Administration: Record payroll-related journal entries, including taxes and deductions.
• Payroll Administration: Research payroll tax requirements and registration needs.
• Payroll Administration: Respond to payroll-related correspondence from government agencies.
• Client Service & Advisory Support: Serve as a trusted point of contact for clients.
• Client Service & Advisory Support: Develop an understanding of client operations and industry needs.
• Client Service & Advisory Support: Identify issues, recommend solutions, and communicate proactively.
• Client Service & Advisory Support: Provide exceptional service while maintaining confidentiality and professionalism.

Qualifications

• High school diploma; Associate's Degree a plus.
• 3+ years of accounting, bookkeeping, or related experience.
• Strong understanding of bookkeeping principles and accounting practices.
• Experience preparing journal entries and financial reports.
• Proficiency with Microsoft Office applications.
• Experience using accounting and payroll software.
• Detail-oriented and highly organized.
• Able to manage multiple priorities and deadlines effectively.
• Comfortable working independently while collaborating with a team.
• A strong communicator who can explain financial concepts clearly.
• Focused on delivering outstanding client experiences and building professional relationships.

Benefits

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.