Client Accounting Specialist

Are you a detail-oriented, self-sufficient accounting professional who loves working directly with clients and keeping financials in perfect order? We are looking for a Client Accounting Specialist role combines advanced bookkeeping and accounting responsibilities, providing a bridge between day-to-day financial management and more complex accounting tasks.

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Position: Client Accounting Specialist

Location: Phoenix, Arizona

Employment Type: Part Time (25hrs/wk) with plan to go Full Time

Location: Remote but must be based in Arizona

Salary: $62k-$68k based on experience

Experience: Minimum 3 consecutive years in accounting position

Benefits: Medical, health, and dental for full time employees

Perks: Paid time off, sick, and holidays​

ABOUT THE ROLE

This role, you'll manage complex financial reviews, system reconciliations, and client relationships while ensuring the highest standards of accuracy and service delivery.

Acounting & Financial Review and Management

• Perform month-end reviews to ensure financial data accuracy and completeness.
• Conduct transaction reviews and investigations to resolve discrepancies efficiently.
• Reconcile accounts and systems.
• Identify and resolve discrepancies for accurate financial records.
• Prepare and post necessary journal entries.
• Ensure all adjustments are well-documented and approved by the appropriate parties.
• Manage higher-level billing and project reconciliations.
• Review, update, and manage financial forecasts

System and Accounting Reconciliations

• Maintain and manage reconciliations across different systems.
• Ensure accuracy between systems
• Streamline reconciliation processes for efficiency.

Reporting

• Review financial reports - profit and loss, and balance sheet
• Customize reports based on client needs and preferences.
• Identify key insights and trends to help clients understand their financial position.

Client Communication

• Respond promptly to client inquiries about transactions, reports, or general bookkeeping questions.
• Provide updates on completed tasks and clarify any outstanding items.
• Handle client calls as a reliable point of contact for all bookkeeping-related matters.

ABOUT YOU

• Bachelor's degree in Accounting, Finance, or a related field.
• 3 years of consecutive and proven accounting experience.
• Skilled in QuickBooks, Xero, or similar software.
• Proficient in Excel and Google Sheets.
• Solid understanding of accounting principles and regulations.
• Strong analytical and problem-solving skills.
• Detail-oriented with high accuracy.
• Excellent communication and interpersonal abilities.
• Self-motivated and able to manage multiple client accounts.
• Strong organizational and time management skills.
• Committed to confidentiality and integrity.​

TO APPLY

Send your resume to hello@thefinanceagencyllc.com.​The

Finance Agency takes pride in having a positive and inclusive workplace culture where everyone is valued and respected. Collaboration and teamwork are also important values that we encourage among our staff, as we believe that working together towards a common goal is key to achieving success.​

We prioritize the well-being and growth of our employees and offer various opportunities for professional development and career advancement. We also value work-life balance and offer flexible schedules and remote work options where feasible. In addition, we promote a culture of transparency and open communication, where feedback is encouraged and welcomed at all levels.​

We believe that our culture plays a vital role in attracting and retaining top talent, and we are committed to maintaining an environment where employees can thrive and feel supported.