What are the responsibilities and job description for the Client Services Specialist position at Mahoney | CPAs and Advisors?
At Mahoney, we have a passion for precision. Not only do we complete the necessary tasks, but we orchestrate financial peace of mind for our clients. Our Business Solutions Team offers a dedicated group of experienced accountants and CPAs, including highly rated QuickBooks ProAdvisors. We aim to enhance our clients' understanding of their financials and provide them peace of mind for their businesses.
As an Accounts Payable & Client Services Specialist with the Mahoney Business Solutions team, you will perform a variety of administrative functions including :
- Organizing client proposals, researching new client leads, and tracking prospects
- Managing client proposals : planning workloads, defining tasks, organizing files, and budgeting
- Assisting with client billing : drafting invoices, comparing time to budget, identifying out-of-scope work, and tracking work over time
- Overseeing annual client engagement letters, standardizing department templates, and updating service listings
- Gathering client information, streamlining correspondence, and preparing data for monthly close
- Supporting client communication by sending monthly packets and financial reports
- Coordinating 1099 projects, including vendor management and filing 1099 forms
- Preparing simple bank reconciliations in QuickBooks Online (QuickBooks experience is a plus, but not required)
- Processing payables for clients using BILL
Educational and Skill Set Requirements :
Benefits include :
Base pay range of $20 to $25 per hour.
Mahoney does not accept resumes from third parties.
Job Posted by ApplicantPro
Salary : $20 - $25
