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Bookkeeper – Senior Client Services Accountant

This position is responsible for ensuring client retention through monthly bookkeeping services provided to various clients. This individual will join a collaborative team, work in a supportive environment, and report to the manager of the department. Responsibilities include monthly account postings and reconciliations, year-end closings to be used for tax preparation purposes including completion of Forms 1099, as well as overall management of numerous account responsibilities and coordination of delivery of the finished product. This individual should possess strong communication skills, the ability to work with cross-functional teams, and a proven ability to manage his/her workload in a fast-paced, deadline-driven, challenging environment.

Essential Job Functions:

  • Manage small business accounting projects for various clients
  • Record and reconcile monthly general ledger account activity, including accruals and prepaids
  • Analyze and monitor financial information, including variance analysis and cash management
  • Prepare year-end closings to be used for tax preparation purposes
  • Provide payroll services as needed, including monthly and quarterly payroll tax filings
  • Payment of vendor invoices utilizing bill pay software and wire transfers
  • Maintain client contact and provide excellent customer service
  • Proactively anticipate client needs
  • Provide training when necessary and have the ability to review work of others
  • Complete special projects and other requests as needed
  • Remotely working due to COVID-19. We continue to monitor the situation and adjust accordingly.

Preparation, Knowledge, Skills and Abilities

  • At least five years of accounting experience
  • QuickBooks and other accounting software experience a plus
  • Payroll experience a plus
  • Proficient in Excel
  • Trouble-shoot and correct account mis-postings
  • Strong organizational skills
  • Attention to detail, ability to multi-task
  • Ability to perform monthly and year-end accounting and reconciliations
  • Respond to client accounting inquiries
  • Strong interpersonal skills – will need to work closely with both clients and firm staff

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