Senior- Client Accounting Services Department

Job Description

Job Description

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Wellness resources

Senior – Client Accounting Services

Position Overview

The Senior – Client Accounting Services, under the direction of management, accepts primary responsibility for performing and coordinating client engagements while developing leadership, management skills, and technical expertise. This role serves as a client relationship manager, maintains consistent communication with clients, and develops strong working relationships with the client. The Senior ensures client work is delivered with quality and efficiency, supports practice development initiatives, and works toward managing engagements while supervising and mentoring associate staff.

Duties and Responsibilities

• Compiles, processes, and maintains accounts payable, accounts receivable, and payroll records for multiple firm clients. 
• Prepares fully documented trial balances, manages payroll taxation with accuracy, and handles sales and use taxation (i.e., transaction privilege tax). 
• Completes variance analysis of income statements, explains significant variations, and properly capitalizes improvements versus expensing repairs and maintenance. 
• Integrates and streamlines various software platforms, understands various bases for accounting and when to apply each, and develops a detailed understanding of client systems. 
• Recommends software and processes for streamlining to the manager and client, and implements the use of new software. 
• Prepares research memoranda, effective drafts of client correspondence, and reports, submitting them to supervisors and managers for review. 
• Understands materiality and manages engagement workflow efficiently without wasting time on trivial or insignificant items. 
• Maintains consistent communication with partners, managers, and staff regarding engagement workflow, progress, and planning. 
• Fosters and encourages the career growth of associates, shares credit for team accomplishments, and adopts a coaching attitude to assist less-experienced staff. 
• Provides ongoing feedback to staff and delegates to associates in a supportive and constructive manner. 
• Participates in training R&A personnel and assists in developing training programs and materials. 
• Identifies opportunities for additional projects, communicates these opportunities to partners or managers, and presents to prospective clients. 
• Enters and releases time daily and communicates with the front desk regarding out-of-office time due to client meetings, PTO, etc. 
• Provides recommendations on firm business and process improvements. 
• Participates in networking opportunities. 

Knowledge, Skills, and Abilities

• Knowledge of firm software and services with proficiency in business development and client services. 
• Excellent analytical, technical, time management, communication, active listening, collaboration, and quality management skills. 
• Knowledge of US GAAP, GAAS, and GAGAS rules and standards. 
• Strong skills in Microsoft Word and Excel; experience with other accounting software is a plus. 
• Learns, understands, and demonstrates high ethical standards and firm values through work ethic and client interaction. 
• Models Ideal Team Player attributes: Humble, Hungry, Smart. 
• Demonstrated experience in practice development and business development. 
• Indicates willingness and eagerness to take on challenging tasks whenever necessary. 
• Ability to work additional hours as needed and travel up to 50% to various client sites. 

Experience Requirements

• Three years of experience in client advisory services in a medium-to-large public accounting firm or equivalent. 
• Bachelor’s degree in accounting or a related field is preferred. 
• QuickBooks Online Pro Advisor Certification preferred or obtained within the first six months.