Position Overview
We are seeking a motivated, self-starting Client Accounting Specialist to join our growing team. This role is ideal for someone who thrives in a client-facing environment, enjoys managing multiple priorities, and takes ownership of their work. You'll oversee a portfolio of 40+ clients, primarily consisting of small businesses and nonprofit organizations, while supervising a Junior Bookkeeper to ensure accurate and timely financial reporting.
If you're organized, proactive, and enjoy building strong client relationships, we'd love to hear from you.
Key Responsibilities
- Manage a portfolio of 40+ monthly accounting clients, most of which are small businesses and nonprofit organizations.
- Maintain accurate financial records using QuickBooks Online (QBO), with occasional work in QuickBooks Desktop.
- Prepare and review monthly financial statements and supporting reports.
- Serve as the primary point of contact for clients, providing exceptional service and timely communication.
- Supervise, mentor, and review the work of a Junior Bookkeeper.
- Ensure all client deadlines are met while maintaining a high level of accuracy.
- Identify opportunities to improve accounting processes and client efficiencies.
- Collaborate with internal team members to deliver outstanding client service.
Qualifications
- 3+ years of accounting or client accounting experience required; 5+ years preferred.
- Experience managing multiple clients in a public accounting, CAS (Client Accounting Services), or outsourced accounting environment.
- Strong proficiency with QuickBooks Online; experience with QuickBooks Desktop is a plus.
- Experience working with both for-profit and nonprofit organizations is preferred.
- Excellent organizational and time management skills with the ability to prioritize multiple deadlines.
- Strong interpersonal and communication skills with a client-service mindset.
- Ability to work independently while effectively leading and mentoring others.
What We're Looking For
- Self-starter who takes initiative with minimal supervision.
- Strong attention to detail and commitment to delivering quality work.
- Comfortable managing a high-volume client workload while maintaining excellent service.
- Team player who enjoys mentoring junior staff and contributing to a collaborative environment.
Compensation & Benefits
- Salary: $80,000 - $95,000 (depending on experience)
- Opportunity to work with a diverse client base across both for-profit and nonprofit organizations.
- Leadership opportunity supervising a Junior Bookkeeper.
- Collaborative and supportive team environment.
- Professional growth and advancement opportunities.
Target Start Date
We are looking to have this position filled by the end of August, so qualified candidates are encouraged to apply as soon as possible.
Pay: $80,000.00 - $95,000.00 per year
Work Location: In person
