Position Overview:

The Client Accounting Specialist will play a vital role in supporting the firm’s tax, audit, and advisory teams by delivering accurate, timely, and organized bookkeeping (client accounting & advisory) services to our clients. This role involves handling sales and payroll tax filings, financial preparation & reporting, client accounting software setup & training. The ideal candidate is detail-oriented, self-motivated, and able to manage multiple client accounts efficiently.

Key Responsibilities:

• Review and reconcile client-maintained books for accuracy and completeness.
• Prepare accurate financial statements for clients in various industries.
• Perform transaction coding/review and routine bookkeeping duties for multiple client accounts.
• Prepare sales and use tax returns and ensure timely filing.
• Prepare and file W-2s, 1099s, and related year-end forms.
• Set up and provide client training for accounting software (primarily QuickBooks).
• Assist clients with self-prepared payroll and tax filings, offering guidance as needed.
• Handle special client tasks such as unclaimed property filings, business license renewals, etc.

Required Qualifications:

• 2+ years of bookkeeping or related accounting experience (public accounting preferred).
• Proficient in QuickBooks Online.
• Strong working knowledge of Microsoft Excel and Word.
• Ability to work in new AI software.
• Understanding of payroll processing and tax compliance.
• High attention to detail and accuracy in data entry and reconciliation.
• Effective written and verbal communication skills.
• Ability to prioritize tasks and meet multiple deadlines in a fast-paced environment.

Preferred Qualifications:

• Experience working in a public accounting firm or with multiple clients simultaneously.
• Experience with payroll platforms and filing systems (e.g., ADP, Gusto, Paychex).
• Familiarity with tax filing software and portals.

Key Performance Indicators (KPIs):

• Timely completion of assigned tasks and filings.
• Accuracy and completeness of financial statements and tax forms.
• Client and supervisor satisfaction with service delivery.
• Successful onboarding and training of clients on accounting software.
• Demonstrate ability to work independently and collaboratively.

Work Environment:

This position may be performed on-site or in a hybrid/remote capacity, depending on client needs and firm policy. Collaboration with other team members and client contact will be regular and essential to success.