Lead Client Funds Accounting – Benefits

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

📋 Description

• Oversee, assess, and authorize the daily operations of staff, including the reconciliation of payroll, tax, and benefit accounts on a daily or weekly basis.

• Guide, mentor, and conduct performance reviews for designated team members.

• Deliver technical and professional development training to the team.

• Set up weekly tasks that promote team and company success as well as individual growth.

• Prepare month-end reconciliations, investigate financial discrepancies, and assist Corporate Accounting.

• Collaborate with the Product Team and internal stakeholders to test and implement new business initiatives.

• Supervise cash management across the entire client base to mitigate risks and ensure accurate activity recording.

• Propose strategies and action plans to manage cash deficits and surpluses.

• Create policies and procedures that enhance internal controls, boost efficiency, and facilitate scaling.

• Advise and instruct staff on cash collections based on provided reports.

• Ensure adherence to departmental operating procedures and internal controls.

• Promote ongoing process improvements.

• Review and endorse process documentation.

• Assist Client Services with inquiries.

• Support Audit teams by providing timely SOX/SOC and other compliance documentation.

• Review and authorize Client Credits in alignment with company policies.

⛳️ Requirements

• High School diploma is mandatory.

• A Bachelor’s degree in Finance or Accounting is preferred.

• At least 5 years of experience in payroll services or banking operations.

• Minimum of 3 years in service bureau account reconciliations.

• Experience in managing and mentoring staff is preferred.

• Familiarity with MasterTax Software.

• Comprehensive understanding of payroll service bureaus.

• Strong problem-solving skills.

• Ability to thrive in a fast-paced environment.

• A robust work ethic for both team and individual tasks is preferred.

• Excellent communication skills and problem-solving capabilities.

• Proficient in Microsoft applications, including Excel and Access.

• High degree of integrity.

• Capability to remain seated at a desk or workstation for prolonged periods, typically 7–8 hours a day.

• Ability to operate computer and phone systems while utilizing multiple software programs simultaneously.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• 401(k) match.

• Opportunities for career development.

• Fully remote work from home or from a location of record within the U.S.

• Annual bonus based on individual performance.