Client Accounting Specialist

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

📋 Description

• Develop and execute an efficient Chart of Accounts and bookkeeping configurations.

• Revise and reclassify past transactions to ensure the accuracy of financial documentation.

• Reconcile bank, credit card, loan, and Balance Sheet accounts against external statements.

• Prepare year-end workpapers and align Balance Sheets with prior-year tax returns.

• Diagnose QuickBooks Online issues and oversee third-party application integrations.

• Engage with clients to gather insights, address inquiries, and update them on progress.

• Work collaboratively across departments to transition clients into ongoing bookkeeping services.

⛳️ Requirements

• Over 5 years of accounting experience (both cash and accrual methods)

• Experience in public or multi-client accounting environments

• Excellent skills in reconciliation, cleanup, and Balance Sheet tie-out

• Proficient in Advanced QuickBooks Online and third-party application usage

• Skilled in preparing year-end workpapers and providing tax preparation support

• Proficient in client-facing communication

🏝️ Benefits

• Competitive salary

• Comprehensive health, dental, vision, 401(k), and life insurance plans

• Remote-first approach with a flexible work environment

• Defined career advancement opportunities in a rapidly growing company

• Access to modern technology and an automation-oriented culture

• A supportive and collaborative team with robust systems and documentation