Client Accountant
New
Workable remote: True Workable locations: United States Location: United StatesFull-Time
Salary not disclosed
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Job Details
- Required Skills
- Project ManagementAnalytical SkillsProblem SolvingAccountingOrganizational skillsClient relationship managementFinancial analysisFinance
Requirements
- Bachelor's degree in accounting, finance, business, or a related field (master’s degree or professional certifications, such as CPA are a plus).
- Proven experience in accounting, client onboarding, financial advisory, or related roles.
- Strong knowledge of accounting principles.
- Excellent communication and interpersonal skills.
- Analytical and problem-solving abilities.
- Knowledge of financial software and tools.
- Understanding of regulatory compliance in the financial industry.
- Strong organizational and project management skills.
- Client relationship management
- Financial analysis
- Compliance and regulatory knowledge
- Effective communication
- Problem-solving
- Financial software (QuickBooks Online) proficiency
- Risk assessment
- Project management
- Team Collaboration
Responsibilities
- Conduct in-depth interviews with clients to understand their financial goals, objectives, and requirements.
- Ensure that all necessary compliance and legal requirements are met, including the collection and verification of client identification and financial documentation.
- Set up client accounts in our financial systems, ensuring the accuracy and completeness of client information.
- Perform an initial financial analysis to evaluate the client's current financial situation and identify areas where our services can add value.
- Follow client onboarding plans, including timelines, milestones, and key activities.
- Maintain accurate records of client interactions, agreements, and financial plans.
- Meet with clients to discuss ongoing issues and review their financial reports with them periodically.
- Seamlessly transition clients from the onboarding phase to ongoing account management. Including making sure the client’s work is clean and up to date prior to transitioning to the accounting team.
- Collaborate with our accounting, financial planning, and administrative teams to provide comprehensive support to clients.
- Identify opportunities to cross-sell additional services or upsell existing services to enhance the client's financial well-being.
- Collaborate with our offshore accounting and advisory teams to develop tailored financial solutions based on the client's needs and goals.
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