Client Accounting Services

Job Description

Job Description

Are you ready to take your accounting expertise to the next level while making a meaningful impact for a diverse pool of clients? Join a team where your skills will help shape businesses, support financial strategies, and foster trusted relationships that drive real results.

This Client Accounting Services Senior Associate role offers a dynamic blend of hands-on accounting, client interaction, and collaboration within a forward-thinking organization. Imagine being the go-to expert for a wide range of clients, mastering financial operations, and creating tailored solutions that make a difference every single day.

For immediate consideration please contact Katie Ruger at 616-600-8734.

Responsibilities:

• Act as a primary contact for assigned clients, building trust-based relationships.
• Communicate regularly with clients via phone and email to address needs.
• Respond promptly to client questions and accounting inquiries professionally.
• Assist clients in implementing best practices to improve financial processes.
• Accurately record financial transactions per client-specific requirements.
• Manage accounts payable activities, including invoice processing and payments.
• Reconcile bank and credit card accounts to ensure data accuracy.
• Prepare and file sales tax reports in compliance with relevant regulations.
• Handle annual 1099 filings, ensuring deadlines are met.
• Support month-end, quarter-end, and year-end close processes, including journal entries, reconciliations, and generating financial reports.
• Collaborate within the CAS team and with other departments to ensure consistent service.
• Identify and address accounting issues, escalating them to management as needed.
• Participate in process improvement initiatives and standardization efforts.
• Engage in continuing education on accounting standards and technology updates.

• Minimum of 5 years of accounting experience.
• Strong analytical and critical thinking abilities.
• Proficiency in QuickBooks and advanced Microsoft Excel skills.
• Familiarity with Thomson Reuters programs, including Ultra Tax and Depreciation tools.
• Bachelor's degree in accounting or a related field (preferred).
• Excellent communication, writing, and client engagement skills.
• Ability to make informed decisions and provide actionable recommendations.
• Experience managing financial operations and audits.