What are the responsibilities and job description for the Client Accounting Manager (QuickBooks) position at Latitude Inc?
Job Summary :
We are seeking an experienced and detail-oriented Client Accounting Manager to join our team. The ideal candidate will have 3 years of accounting or bookkeeping experience and proficiency in QuickBooks (Online and / or Desktop) . In this role, you will oversee client accounts, ensure accurate financial reporting, and provide exceptional client service. This position requires a proactive, organized individual with a strong understanding of accounting principles and a passion for helping clients succeed. This position offers hybrid flexibility.
Responsibilities :
- Client Account Management :
- Serve as the primary point of contact for assigned client accounts, ensuring all financial activities are accurate and timely.
- Develop and maintain strong relationships with clients, understanding their financial needs and goals.
- Accounting and Bookkeeping :
- Manage day-to-day bookkeeping tasks, including accounts payable / receivable, bank reconciliations, and general ledger maintenance.
- Prepare and analyze financial statements, reports, and budgets.
- Perform monthly, quarterly, and annual closings for clients.
- QuickBooks Expertise :
- Set up, maintain, and troubleshoot QuickBooks (Online and Desktop) for clients.
- Train clients or team members on QuickBooks usage as needed.
- Compliance and Reporting :
- Ensure compliance with tax regulations, accounting standards, and company policies.
- Collaborate with external auditors and tax professionals when necessary.
- Team Collaboration :
- Work closely with internal teams to ensure efficient workflows and consistent client satisfaction.
- Mentor junior accounting staff and provide guidance as needed.
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