Senior Accountant- Client Services Manager (Remote- US Based)

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Requirements:

• Bachelor’s Degree in Accounting.
• Over 10 years of accounting experience.
• Extensive experience in bookkeeping, financial reporting, budgeting, General Ledger systems, and external audits.
• Proficiency in Excel, O365, and QuickBooks.
• Demonstrated success in managing multiple clients and projects.
• Outstanding customer service skills and effective communication, both written and oral.
• Strong ability to synthesize information and exhibit adaptability, self-motivation, and a strong work ethic.
• Exceptional attention to detail and ability to manage multiple high-priority projects in a remote team setting.

Responsibilities:

• Provide accurate and timely monthly financial reporting including balance sheets and profit and loss statements.
• Assist clients with budget entry, expense tracking, and monthly contributions management.
• Work closely with internal AP and AR team members to oversee accurate bank reconciliations.
• Manage year-end 1099 preparation for vendors and collaborate with Accounts Payable Manager.
• Maintain client-specific documentation and standardize bookkeeping for new clients.
• Track and complete custom projects, and communicate regularly with clients through email and meetings.
• Support clients during audits or financial reviews and actively participate in team meetings and initiatives.