Crete Professionals Alliance

Client Accounting Specialist

Crete Professionals Alliance

full-time

Posted on:

Origin:  • 🇺🇸 United States • Kentucky

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Salary

💰 $20 - $25 per hour

Job Level

JuniorMid-Level

About the role

  • Manage client accounts and update client records
  • Perform detailed bookkeeping tasks and ensure accuracy of financial records
  • Ensure compliance with accounting standards, regulatory requirements, and internal policies
  • Record day-to-day financial transactions and complete posting processes
  • Reconcile bank and credit card statements
  • Process accounts payable and receivable
  • Prepare and deliver monthly, quarterly, and annual financial statements for clients
  • Assist clients with inquiries related to their accounts and transactions and serve as main point of contact
  • Build and maintain strong client relationships through effective communication and problem-solving
  • Identify opportunities for process improvements and collaborate with team members to refine procedures
  • Report to Senior Client Manager and collaborate within Accounting Services team
  • Maintain client confidentiality

Requirements

  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred
  • Minimum of 2-3 years of experience in bookkeeping or a similar role
  • Experience in client account management is a plus
  • Proficiency in bookkeeping software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook)
  • 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
  • Certified Bookkeeper (CB) or other relevant certifications are a plus
  • Legally authorized to work in the US (application asks about US work authorization)