THE FOCUS IS YOU

As a Client Accounting Senior, you will play a key role in overseeing client accounting operations and providing advanced financial support to clients. You will be responsible for managing client accounts and ensuring the accuracy and integrity of financial records. Your expertise in accounting principles, leadership skills, and client relationship management will contribute to the success of our client accounting services.
This is an in office role.

REQUIRED EDUCATION AND EXPERIENCE

• Prior and current bookkeeping/accounting experience in public accounting, corporate or private business
• High school diploma or GED
• Thorough understanding of intermediate accounting principals
• Proficient knowledge of accounting software, Excel, Word, and PowerPoint

PREFERRED EDUCATION AND EXPERIENCE

• Bachelor’s Degree in accounting or equivalent experience required
• CPA license a plus
• Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite

Regular duties include (but are not limited to):

Client Accounting Support:

• Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting
• Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments
• Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team
• Coordinate and lead month-end and year-end close processes for client accounts
• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards
• Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
• Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management

Client Communication and Support:

• Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism
• Address client inquiries, resolve issues, and provide proactive financial guidance and support
• Understand clients’ business objectives and challenges and provide strategic financial advice and recommendations

Process Improvement and Compliance:

• Identify opportunities for process improvement, automation, and efficiency within the client accounting function
• Ensure compliance with accounting principles, regulations, and client-specific requirements
• Support internal and external audits by providing requested documentation and addressing audit findings