Senior Client Accountant Specialist

Major Duties and Responsibilities

• Serve as the primary point of contact for assigned clients' daily financial activities, managing requests, follow-ups, and routine transaction coordination;
• Develop deep familiarity with each client's financial affairs to anticipate needs and provide proactive support.
• Oversee day-to-day bookkeeping (AP/AR, journal entry coding, general ledger maintenance) and monitor client cash positions and income activity to ensure accurate, timely records.
• Submit, monitor, and review payroll for assigned client entities, foundations, and household employees.
• Prepare, review, and finalize monthly and year-end financial statements, cash flow reports, and financial reporting packages for clients.
• Monitor credit card activity, fraud alerts, and credit-related matters, as well as insurance policies, renewals, and claims activity.
• Support clients with major financial transactions, including real estate purchases, vehicle purchases, and related financing activities.
• Cookbook year-end tax reporting (Forms 1099, W-2, 1042) and assist with tax planning and preparation of individual and entity tax returns.
• Partner with internal team members, advisors, and external service providers to resolve issues and support client objectives.
• Participate in special projects and perform other duties as assigned.

Experience/Credentials

• A high school diploma is required.
• A bachelor's degree from an accredited institution is preferred.
• Four plus years of experience in accounting, business management, and/or working with high-net-worth individuals are required.
• One plus years of experience working in AgilLink, Datafaction, and/or QuickBooks are preferred.

Competencies

• Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts.
• Organized, detail-oriented, able to meet deadlines, while still maintaining flexibility to prioritize and execute to meet client and firm needs and support peak volumes.
• Strong analytical and problem-solving skills, with the ability to interpret financial data effectively.
• Experience managing multiple projects.
• Experience thinking in complex and ever-changing situations.
• Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standard in all practices.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement