Sr Client Account Analyst
New
This role is a remote role. This means you will be expected to work from your home, within the continental US.Full-TimeSenior
Salary$75,000 - $95,000
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Job Details
- Experience
- 4 or more years of professional job-related experience.
- Required Skills
- AccountingMicrosoft Office SuiteFinance
Requirements
- Bachelor's Degree in accounting, finance, or a related field.
- 4 or more years of professional job-related experience.
- Strong knowledge of disability and absence products and plan design.
- Familiarity with group accounts related to client accounting procedures.
- Strong accounting and tax knowledge including GAAP, SSAP, and IRS codes/regulations.
- Experience with executive level reporting and escalation.
- Proficiency using Microsoft Office Suite software.
- Ability to influence and guide internal and external stakeholders.
- Excellent time management, research, mathematical, and reasoning abilities.
- Strong oral, written, and interpersonal communication skills.
Responsibilities
- Execute payment processing, including tax-related transactions, and perform reconciliations across systems.
- Research and resolve client accounting and tax-related issues by identifying root causes and implementing solutions.
- Reconcile disability, absence, and statutory payments for moderately complex accounts.
- Analyze account activity, customer requests, invoices, and payment history to determine appropriate actions.
- Prepare journal entries and support ongoing transaction accuracy for the general ledger.
- Ensure accuracy of tax reporting and support responses to standard inquiries such as W-2s and 1099s.
- Create and distribute monthly reporting to clients and upper management.
- Provide support and guidance to less experienced team members in preparing deliverables and resolving technical issues.
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