Abacus! ยท 1 day ago
Client Accounting Specialist
Abacus! is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. The Client Accounting Specialist is responsible for managing client accounts, performing detailed bookkeeping tasks, and ensuring the accuracy of financial records.
Bookkeeping and PayrollConsultingHuman Resources
Responsibilities
Ensure compliance with accounting standards, regulatory requirements, and internal policies
Ensure compliance with relevant regulations and internal procedures
Record day-to-day financial transactions and complete the posting process
Maintain an accurate record of financial transactions by establishing accounts and posting transactions
Reconcile bank and credit card statements
Process accounts payable and receivable
Manage and update client accounts
Prepare and deliver monthly, quarterly, and annual financial statements for clients
Assist clients with inquiries related to their accounts and transactions
Serve as the main point of contact for client inquiries and issues
Provide clients with clear and accurate information regarding their accounts
Build & maintain strong client relationships through effective communication & problem-solving
Identify opportunities for process improvements in bookkeeping and client account management
Collaborate with team members to refine accounting procedures and systems
Qualification
Required
Minimum of 2-3 years of experience in bookkeeping or a similar role
Excellent attention to detail and organizational skills
Strong analytical and problem-solving abilities
Effective written and verbal communication skills
Ability to manage multiple tasks and prioritize workload
Preferred
Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred
Experience in client account management is a plus
Proficiency in bookkeeping software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook)
Certified Bookkeeper (CB) or other relevant certifications are a plus
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to LinkedIn Learning
Company
Abacus!
An award-winning firm that believes people deserve better.
H1B Sponsorship
Abacus! has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (1)
Funding
Current Stage
Growth StageCompany data provided by crunchbase