Accounting & Client Services Specialist

Job Description

Job Description

Description:

Robinson, Farmer, Cox (RFC) is looking to hire a top tier Accounting & Client Services Specialist based out of Charlottesville, VA with 2+ years experience to join our team that comes with a generous salary ranging from $55,000-$63,000 dependent on experience!

About the Accounting & Client Services Specialist position:

The Accounting & Client Services Specialist performs a variety of accounting, bookkeeping, payroll, billing, and administrative duties in support of both RFC clients and internal operations. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a high level of professionalism and confidentiality. The ideal candidate will have experience in accounting functions such as bookkeeping, payroll processing, accounts receivable, billing, account reconciliations, and client support.

Accounting & Client Services Specialist Duties:

• Maintain client general ledgers and accounting records.
• Perform bank and account reconciliations.
• Prepare financial reports and supporting schedules.
• Process client payroll and maintain payroll records.
• Prepare quarterly payroll tax returns and related filings.
• Prepare federal, state, and local year-end forms, including W-2s, 1099s, 1098s, VA-4s, VA-5s, and VA-6s.
• Prepare VEC filings and other payroll-related reports.
• Produce QuickBooks reports to support tax preparation and client accounting needs.
• Prepare checks and invoices for assigned clients.
• Assist with trust and estate accounting engagements.
• Communicate with clients regarding bookkeeping, payroll, and tax-related matters.
• Prepare and distribute customer invoices and statements.
• Process and post customer payments.
• Track outstanding balances and assist with collections efforts.
• Research and resolve billing discrepancies and account issues.
• Reconcile customer accounts and billing records.
• Process bank deposits and credit card transactions.
• Maintain accurate customer and vendor records.
• Assist with month-end accounting procedures.
• Prepare correspondence and communicate with taxing authorities on behalf of clients.
• Provide support to the Client Services Department and other firm personnel as needed.
• Serve as receptionist backup when required.
• Maintain confidentiality of client and firm information.
• Assist with special projects and other duties as assigned.

While at RFC, you'll enjoy...

• 100% employer paid Health Insurance policy
• Dental Insurance
• Life Insurance
• Retirement (401K)
• Paid Time Off (PTO)
• Gym Reimbursement
• Professional Development

Requirements:

• Degree in Accounting, finance, or related field is preferred, but not required
• 2+ years of experience in bookkeeping, payroll, billing, accounts receivable, or accounting support functions.
• Understanding of accounting and bookkeeping principles.
• Experience with payroll processing and reporting.
• Proficiency in Microsoft Office, including Excel and Word.
• Experience with QuickBooks Online and/or Desktop.
• Strong attention to detail and accuracy.
• Excellent organizational and time-management skills.
• Strong verbal and written communication skills.
• Ability to work independently and as part of a team.
• Ability to establish and maintain positive client relationships.
• Ability to manage confidential and sensitive financial information.
• Ability to manage multiple priorities and deadlines.