Accounting Specialist – Client Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct comprehensive bookkeeping for designated clients, encompassing accounts payable, accounts receivable, bank and credit card reconciliations, journal entries, and transaction classification.

• Reconcile balance sheet accounts linked to schedules and investigate discrepancies to resolve them.

• Finalize month-end closing procedures and generate management reports.

• Review the work completed during the month prior to submission to the senior accountant.

• Directly communicate with clients in collaboration with the client manager.

• Draft and maintain documentation for processes associated with assigned tasks.

• Execute simple to complex cleanups with some guidance.

• Generate and dispatch client invoices when necessary.

• Input vendor bills and prepare payments for approval as required.

• Prepare payroll for review and processing when applicable.

• Adhere to documented closing workflows and operate within the established time budgets for clients.

• Assist client managers and controllers in providing accurate, complete, and consistent services to clients.

⛳️ Requirements

• Bachelor’s degree in Accounting or a related discipline.

• A minimum of 1–2 years of practical bookkeeping or general accounting experience.

• Proficient knowledge of QuickBooks Online.

• Strong attention to detail.

• Dependability in meeting deadlines and delivering to clients.

• Ability to identify potential delays early on.

• Comfortable seeking clarification when instructions are unclear.

• Consistent follow-through on review feedback.

• Clear communication with clients and ownership of issues.

• Capability to track time and adhere to time budgets.

• Understanding that the scope of engagement dictates the level of service and detail required.

• Commitment to maintaining accuracy and completeness within the defined scope.

• Ability to enhance processes and minimize rework.

• Experience or strong understanding of cash and accrual accounting preferred.

• Familiarity with complex client accounts or advanced cleanups is preferred.

• Experience with sales tax filings is preferred.

• Experience handling multiple entities or clients is preferred.

• Familiarity with using AI tools in accounting workflows is preferred.

• Basic knowledge of Bill.com, Gusto, or similar tools is a plus.

• Availability Monday through Friday with working hours reasonably aligned to U.S. business hours.

🏝️ Benefits

• Flexibility to work remotely.

• Genuine autonomy in your role.

• Opportunities for leadership development.

• Potential to broaden your impact.

• Mentorship opportunities from senior accountants and the client manager.

• Chance for more advanced client engagements and increased responsibilities.

• Full-time salaried employment.