Client Accounting Specialist

What we'll like about you:

  • Experience with Microsoft Office (specifically Outlook, Word, Excel and PowerPoint)
  • Experience with QuickBooks®/QuickBooks Online
  • Dedicated to excellent client service and providing a rich, frictionless client experience
  • Ability to learn and implement new technology
  • At least 2 years of experience in an environment with client contact providing accounting and tax services
  • A Bachelors degree in accounting is essential
  • CPA designation or actively pursuing a CPA license is required
  • Proficiency with Thomson Reuters suite (UltraTax CS, Practice CS, GoFile Room) is a plus

What you’ll be doing:

  • Attend weekly staff meetings
  • Accepting bank feeds, entering journal entries, reconciling accounts
  • Updating tax preparation information
  • Preparing various tax returns
  • Assisting with tax planning
  • Communicating and meeting with clients
  • Assist in forensic accounting and business valuation matters

What success looks like in this role:

  • Ability to complete tasks in a timely manner to the satisfaction of the client and management
  • Ability to work with clients and co-workers

What’s in it for you:

Comprehensive benefits including:

  • Paid time off
  • 401K
  • Medical insurance
  • Life insurance
  • Short and long term disability insurance
  • Extensive continuing professional education
  • And more

What's next?

Are you intrigued by this opportunity? Send us your resume. We’ll send you an email to set-up our first interview if selected for the interview process. If not, we wish you luck in finding your new adventure.