Client Accounting Specialist
Rehmann · Grand Rapids Metropolitan Area · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We need to parse the job posting.
Content:
- Intro paragraph: "Your Passion. Your Purpose..." etc. That's about the firm, maybe "About the role"? Actually it's about firm culture. Could be "About the role" or "About Rehmann". But we need to follow headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have:
- "How You'll Make an Impact: ..." then bullet list of responsibilities under headings: Accounting & Financial Reporting, Accounts Payable & Receivable, Payroll Administration, Client Service & Advisory Support. So we can put under
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We need to parse the job posting.
Content:
- Intro paragraph: "Your Passion. Your Purpose..." etc. That's about the firm, maybe "About the role"? Actually it's about firm culture. Could be "About the role" or "About Rehmann". But we need to follow headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have:
- "How You'll Make an Impact: ..." then bullet list of responsibilities under headings: Accounting & Financial Reporting, Accounts Payable & Receivable, Payroll Administration, Client Service & Advisory Support. So we can put under Responsibilities
with - items.
- "Your Desired Skills & Experiences" includes: 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.
These are qualifications/skills. We can split into Requirements (education, experience) and Skills (technical, soft). But we can also combine into one section "Qualifications" or "Skills". The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple.
We need to decide what content fits each.
- About the role: maybe the intro paragraph about firm culture and purpose. Could be "About the role" or "About Rehmann". We'll use "About the role". Provide paragraph(s) summarizing the firm's culture and mission.
- Responsibilities: as above.
- Requirements: education and experience: "High school diploma; Associate's Degree a plus. 3+ years of accounting, bookkeeping, or related experience."
- Qualifications: maybe "Strong understanding of bookkeeping principles and accounting practices. Experience preparing journal entries and financial reports." Could be considered qualifications.
- Skills: "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: The posting mentions benefits: "We Put People First... programs and benefits that encourage growth and development... includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more." So we have benefits content.
- Pay: Not mentioned. So we should NOT include Pay section.
- Schedule: Not mentioned. So omit.
We must not include boilerplate like EEO, etc. There's a line "Rehmann is an Equal Opportunity Employer." That's boilerplate; remove.
Also remove navigation, cookie, legal, duplicated lines, application instructions. There's a line "To learn more about Rehmann, visit: https://www.rehmann.com/careers/" - that's maybe not needed but it's not boilerplate? It's a link to learn more; could be considered navigation? Probably remove as it's not substantive job content. Also "LI-VK1" is likely a tracking code; remove.
Also "We Put People First in all that we do..." is part of benefits/culture; we already captured benefits.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the exact phrases? We can keep them as is but we can format into
or
- . Must not add extra info not present.
We need to output only HTML fragment, no /, no markdown.
Let's craft:
About the role
Your Passion. Your Purpose. If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.
Then responsibilities:
Responsibilities
- Accounting & Financial Reporting: Prepare and post journal entries with limited supervision; Reconcile bank accounts, credit card accounts, and other general ledger accounts; Maintain depreciation and amortization schedules; Prepare compiled financial statements and customized client reports; Assist with month-end and year-end accounting activities; Research and resolve accounting discrepancies and financial questions.
- Accounts Payable & Receivable: Process vendor invoices and payments; Support 1099 reporting by gathering and maintaining vendor documentation; Communicate with vendors to resolve payment and billing issues; Create customer invoices and apply payments; Monitor outstanding receivables and follow up with customers as needed; Resolve discrepancies while maintaining positive client relationships.
- Payroll Administration: Process payroll accurately and on schedule; Review payroll registers and payroll previews for accuracy; Record payroll-related journal entries, including taxes and deductions; Research payroll tax requirements and registration needs; Respond to payroll-related correspondence from government agencies.
- Client Service & Advisory Support: Serve as a trusted point of contact for clients; Develop an understanding of client operations and industry needs; Identify issues, recommend solutions, and communicate proactively; Provide exceptional service while maintaining confidentiality and professionalism.
But the instruction: Use - for any list of duties/requirements/benefits. Could also break each bullet as separate
- items. The posting has bullet points under each category. We could either keep categories as headings inside
- or separate
- for each duty. The instruction: "Use
- for any list of duties/requirements/benefits". It doesn't forbid headings inside
- . But better to make each duty a separate
- . However we need to preserve all detail; we can keep the category as part of the
- text.
Simplify: each line after colon as separate
- . Eg:
- Prepare and post journal entries with limited supervision.
- Reconcile bank accounts, credit card accounts, and other general ledger accounts.
... etc.
But then we lose the grouping headings. However the instruction says we can use headings for sections; we already have Responsibilities heading. Inside we can have with each duty as - . That's fine.
We need to ensure we include all duties listed.
Let's extract duties:
Accounting & Financial Reporting:
- Prepare and post journal entries with limited supervision.
- Reconcile bank accounts, credit card accounts, and other general ledger accounts.
- Maintain depreciation and amortization schedules.
- Prepare compiled financial statements and customized client reports.
- Assist with month-end and year-end accounting activities.
- Research and resolve accounting discrepancies and financial questions.
Accounts Payable & Receivable:
- Process vendor invoices and payments.
- Support 1099 reporting by gathering and maintaining vendor documentation.
- Communicate with vendors to resolve payment and billing issues.
- Create customer invoices and apply payments.
- Monitor outstanding receivables and follow up with customers as needed.
- Resolve discrepancies while maintaining positive client relationships.
Payroll Administration:
- Process payroll accurately and on schedule.
- Review payroll registers and payroll previews for accuracy.
- Record payroll-related journal entries, including taxes and deductions.
- Research payroll tax requirements and registration needs.
- Respond to payroll-related correspondence from government agencies.
Client Service & Advisory Support:
- Serve as a trusted point of contact for clients.
- Develop an understanding of client operations and industry needs.
- Identify issues, recommend solutions, and communicate proactively.
- Provide exceptional service while maintaining confidentiality and professionalism.
Now Requirements:
- High school diploma; Associate's Degree a plus.
- 3+ years of accounting, bookkeeping, or related experience.
We could put these as
- items.
Qualifications:
- Strong understanding of bookkeeping principles and accounting practices.
- Experience preparing journal entries and financial reports.
Skills:
- 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:
- Benefits focused on physical and mental health.
- Paid time off for volunteering and diversity-related activities.
- Flexible work arrangements.
- Programs and benefits that encourage growth and development and align with their needs and goals.
We need to capture the exact phrasing: "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."
We can turn into
- items: programs and benefits that encourage growth and development and align with their needs and goals; benefits focused on physical and mental health; paid time off for volunteering and diversity-related activities; flexible work arrangements.
We should not add "and more" as it's vague; maybe we can keep "and more" but it's not specific; better to omit vague? The instruction: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. It doesn't forbid vague terms like "and more". But it's not substantive detail; maybe we can keep it as part of the sentence. Safer to include the exact sentence as a
rather than list.
We could do
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.
That preserves the content.
Now we need to ensure we don't include any boilerplate like EEO, navigation, etc.
We also need to exclude the line "LI-VK1". Also exclude "To learn more about Rehmann, visit: https://www.rehmann.com/careers/". Also exclude "Rehmann is an Equal Opportunity Employer."
Now produce final HTML.
Check that we didn't miss any substantive info: The intro paragraph about purpose and culture is included. The "How You'll Make an Impact:" line is maybe a heading but we turned into Responsibilities section; we didn't include the phrase "How You'll Make an Impact:" as heading but it's okay because we captured the responsibilities.
We also didn't include the sentence "When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be." That's similar to earlier; we have "Let us show you all the ways we can Empower Your Purpose." Might be
or
About the role
Your Passion. Your Purpose. If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.
Then responsibilities:Responsibilities
- Accounting & Financial Reporting: Prepare and post journal entries with limited supervision; Reconcile bank accounts, credit card accounts, and other general ledger accounts; Maintain depreciation and amortization schedules; Prepare compiled financial statements and customized client reports; Assist with month-end and year-end accounting activities; Research and resolve accounting discrepancies and financial questions.
- Accounts Payable & Receivable: Process vendor invoices and payments; Support 1099 reporting by gathering and maintaining vendor documentation; Communicate with vendors to resolve payment and billing issues; Create customer invoices and apply payments; Monitor outstanding receivables and follow up with customers as needed; Resolve discrepancies while maintaining positive client relationships.
- Payroll Administration: Process payroll accurately and on schedule; Review payroll registers and payroll previews for accuracy; Record payroll-related journal entries, including taxes and deductions; Research payroll tax requirements and registration needs; Respond to payroll-related correspondence from government agencies.
- Client Service & Advisory Support: Serve as a trusted point of contact for clients; Develop an understanding of client operations and industry needs; Identify issues, recommend solutions, and communicate proactively; Provide exceptional service while maintaining confidentiality and professionalism.
- for any list of duties/requirements/benefits. Could also break each bullet as separate
- items. The posting has bullet points under each category. We could either keep categories as headings inside
- or separate
- for each duty. The instruction: "Use
- for any list of duties/requirements/benefits". It doesn't forbid headings inside
- . But better to make each duty a separate
- . However we need to preserve all detail; we can keep the category as part of the
- text. Simplify: each line after colon as separate
- . Eg:
- Prepare and post journal entries with limited supervision.
- Reconcile bank accounts, credit card accounts, and other general ledger accounts. ... etc. But then we lose the grouping headings. However the instruction says we can use headings for sections; we already have Responsibilities heading. Inside we can have
- . That's fine.
We need to ensure we include all duties listed.
Let's extract duties:
Accounting & Financial Reporting:
- Prepare and post journal entries with limited supervision.
- Reconcile bank accounts, credit card accounts, and other general ledger accounts.
- Maintain depreciation and amortization schedules.
- Prepare compiled financial statements and customized client reports.
- Assist with month-end and year-end accounting activities.
- Research and resolve accounting discrepancies and financial questions.
Accounts Payable & Receivable:
- Process vendor invoices and payments.
- Support 1099 reporting by gathering and maintaining vendor documentation.
- Communicate with vendors to resolve payment and billing issues.
- Create customer invoices and apply payments.
- Monitor outstanding receivables and follow up with customers as needed.
- Resolve discrepancies while maintaining positive client relationships.
Payroll Administration:
- Process payroll accurately and on schedule.
- Review payroll registers and payroll previews for accuracy.
- Record payroll-related journal entries, including taxes and deductions.
- Research payroll tax requirements and registration needs.
- Respond to payroll-related correspondence from government agencies.
Client Service & Advisory Support:
- Serve as a trusted point of contact for clients.
- Develop an understanding of client operations and industry needs.
- Identify issues, recommend solutions, and communicate proactively.
- Provide exceptional service while maintaining confidentiality and professionalism.
Now Requirements:
- High school diploma; Associate's Degree a plus.
- 3+ years of accounting, bookkeeping, or related experience.
We could put these as
- items.
Qualifications:
- Strong understanding of bookkeeping principles and accounting practices.
- Experience preparing journal entries and financial reports.
Skills:
- 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:
- Benefits focused on physical and mental health.
- Paid time off for volunteering and diversity-related activities.
- Flexible work arrangements.
- Programs and benefits that encourage growth and development and align with their needs and goals.
We need to capture the exact phrasing: "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."
We can turn into
- items: programs and benefits that encourage growth and development and align with their needs and goals; benefits focused on physical and mental health; paid time off for volunteering and diversity-related activities; flexible work arrangements.
We should not add "and more" as it's vague; maybe we can keep "and more" but it's not specific; better to omit vague? The instruction: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. It doesn't forbid vague terms like "and more". But it's not substantive detail; maybe we can keep it as part of the sentence. Safer to include the exact sentence as a
rather than list. We could do
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.
That preserves the content. Now we need to ensure we don't include any boilerplate like EEO, navigation, etc. We also need to exclude the line "LI-VK1". Also exclude "To learn more about Rehmann, visit: https://www.rehmann.com/careers/". Also exclude "Rehmann is an Equal Opportunity Employer." Now produce final HTML. Check that we didn't miss any substantive info: The intro paragraph about purpose and culture is included. The "How You'll Make an Impact:" line is maybe a heading but we turned into Responsibilities section; we didn't include the phrase "How You'll Make an Impact:" as heading but it's okay because we captured the responsibilities. We also didn't include the sentence "When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be." That's similar to earlier; we have "Let us show you all the ways we can Empower Your Purpose." Might be
- items: programs and benefits that encourage growth and development and align with their needs and goals; benefits focused on physical and mental health; paid time off for volunteering and diversity-related activities; flexible work arrangements.
We should not add "and more" as it's vague; maybe we can keep "and more" but it's not specific; better to omit vague? The instruction: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. It doesn't forbid vague terms like "and more". But it's not substantive detail; maybe we can keep it as part of the sentence. Safer to include the exact sentence as a
- items.
Qualifications:
- Strong understanding of bookkeeping principles and accounting practices.
- Experience preparing journal entries and financial reports.
Skills:
- 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:
- Benefits focused on physical and mental health.
- Paid time off for volunteering and diversity-related activities.
- Flexible work arrangements.
- Programs and benefits that encourage growth and development and align with their needs and goals.
We need to capture the exact phrasing: "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."
We can turn into
- with each duty as