What are the responsibilities and job description for the Senior Client Accounting Services Specialist position at Haefele Flanagan & Co?
Do you want to make an impact in your career? Do you like challenges and opportunities to grow? Do you want to be in an environment where commitment to client service and your team is key? If you answered “YES” to those questions, read on.
About the Role:
We are seeking an experienced and ambitious Senior Client Accounting Services (CAS) Specialist to join our dynamic public accounting firm. The ideal candidate will have a strong background in bookkeeping and accounting, with the ability to manage multiple client accounts simultaneously. This role requires a combination of technical expertise, client relationship skills, and a willingness to travel locally for client visits. We are looking for someone who is not only skilled in the role but also eager to grow professionally and contribute to the expansion of our client services.
Key Responsibilities:
Salary range: 70-90K based on experience
About the Role:
We are seeking an experienced and ambitious Senior Client Accounting Services (CAS) Specialist to join our dynamic public accounting firm. The ideal candidate will have a strong background in bookkeeping and accounting, with the ability to manage multiple client accounts simultaneously. This role requires a combination of technical expertise, client relationship skills, and a willingness to travel locally for client visits. We are looking for someone who is not only skilled in the role but also eager to grow professionally and contribute to the expansion of our client services.
Key Responsibilities:
- Manage bookkeeping and accounting functions for a diverse portfolio of clients
- Prepare and review financial statements, including balance sheets, income statements, and cash flow statements
- Reconcile bank and credit card accounts
- Process accounts payable and accounts receivable
- Manage payroll processing and related tax filings
- Assist with month-end and year-end closing procedures
- Provide guidance on accounting software and systems to clients
- Conduct regular local client visits to review financials, provide insights, and maintain strong client relationships
- Provide clients with recommendations for process improvements
- Collaborate with internal team members and other departments as needed
- Stay current with accounting standards, tax regulations, and best practices
- 5 years of experience in bookkeeping or accounting, preferably in a public accounting firm or client services environment
- Strong proficiency in accounting and payroll software (e.g., QuickBooks Online, Xero, Sage, or similar platforms)
- Excellent knowledge of GAAP and financial reporting standards
- Bachelor's degree in Accounting, Finance, Business or related field
- Bookkeeping certification (e.g., Certified Bookkeeper) is a plus
- QuickBooks Online (QBO) certification is preferred for enhanced proficiency in managing client accounts efficiently
- Exceptional attention to detail and accuracy
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to manage multiple clients and prioritize tasks effectively
- Willingness and ability to travel locally for frequent client visits
- Ambitious and motivated to grow professionally, with a desire to take on additional responsibilities and contribute to the development of our client accounting services department
- Valid driver's license and reliable transportation for local client visits
- Flexibility to occasionally work extended hours during peak periods
- Commitment to maintaining client confidentiality and professional ethics
Salary range: 70-90K based on experience
Salary : $70,000 - $90,000
