What are the responsibilities and job description for the Client Accounting Services Specialist position at Addition Management?
Job Description
Job Description
Position : Accounting Client Engagement Specialist
Location : Syracuse (Liverpool), NY (Fully in Office)
Salary : 75k 90k Bonus
Growing Boutique Accounting Firm Seeks Accounting Client Engagement Specialist to Join Their Team.
Responsibilities :
- Help, guide, and coach existing assigned client base on company products, services, business frameworks, leadership challenges, and programs serving to bolster relationships.
- Assist clients in developing effective business strategies, improving leadership skills, and maintaining a positive and productive mindset. This involves offering tailored coaching sessions and providing actionable insights to enhance business performance.
- Conducting one-on-one and group coaching sessions with clients.
- Serve as key point of contact between clients & internal accounting / bookkeeping team.
- Helping clients develop and implement business frameworks.
- Addressing leadership challenges and providing solutions.
- Guiding clients on daily mindset practices to improve productivity.
- Developing customized coaching plans for clients.
- Monitoring client progress and adjusting strategies as needed.
- Providing ongoing support and motivation to clients.
- Support monthly clients on special projects and changes
- Growth plans Buy / sell / retirement
- Support Accounting Coach on client areas not typically encountered
- Lead training session for team that involve business trends and leadership ideas
- Provide one on one coaching sessions for team members to support their development
- Monitor client progress and make necessary adjustments.
Qualifications
Bachelors degree in accounting or similar work experience in a public accounting / tax environment.
5 years relevant experience working for a public accounting or tax preparation firm.
CPA or EA designation a plus.
Familiarity of CRM systems preferred
In-depth knowledge and understanding of small business public accounting & tax
Belief in small business ideals.
