What are the responsibilities and job description for the Senior Client Accountant position at KLK Executive Solutions?
Senior Client Accountant - MoneyFit
Who We Are
At MoneyFit, we combine financial expertise with a genuine passion for helping small businesses thrive. As a recognized "Red Hot Best" in 2023 with fifteen years of experience, we're not just number-crunchers-we're strategic partners dedicated to our clients' financial success. Our growing demand means we're expanding our team to serve more small businesses in need of our specialized guidance. We are a small but mighty team that works hard for our clients and enjoys a flexible work/life balance.
The Role
As a Senior Client Accountant, you'll serve as the financial backbone for a portfolio of diverse clients. You'll manage their complete back-office operations while empowering business owners to understand and leverage their financial data. From accounts payable and payroll to cash flow management and financial reporting, you'll be an integral part of their administrative teams.
What You'll Do
- Lead an account team managing 10-15 client relationships across various industries
- Oversee comprehensive accounting workflows in cloud-based environments
- Integrate multiple accounting platforms (QuickBooks Online, BILL, Dext, Gusto) to create efficient systems
- Review bookkeepers' work, provide training, and ensure accurate financial reporting
- Work in our Traverse City, Michigan office (hybrid options available)
What You'll Bring
- Bachelor's degree in Accounting or related field (MBA or CPA preferred)
- 3 years of Client Accounting Services (CAS) experience managing 10-15 clients
- Strong QuickBooks Online expertise (minimum 3 years, QBO Certification preferred)
- Remote work proficiency using Asana, Slack, and Google Suite (1 years)
- Experience with our tech stack (BILL, Melio, Gusto, Dext, SaasAnt, Hubspot)
- Real estate industry experience (preferred)
- Exceptional organization and project management abilities
- Strong written and verbal communication skills
- Unwavering ethics and integrity
- Adaptability in a deadline-driven environment
Our Core Values
- Authenticity: Honest communication and principled decision-making
- Enduring Excellence: Continuous growth through confidence and dedication
- Integrity: Doing what's right, every time
- Unity: Achieving success through teamwork and celebration
- Leadership: Confidently guiding clients toward financial greatness
If you have a head for numbers and a heart for small businesses, we want you on our team. Join MoneyFit and help us continue our mission of guiding companies toward financial success! Don't meet all of the desired qualifications but still think this is the job for you? Please reach out and we can discuss!
Salary : $75,000 - $90,000
