Director – Client Services
Sedgwick
Accountant- Client Services Manager (Hybrid- Austin, TX)
Togetherwork
contract
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $90,000 per year
Job Level
SeniorLead
About the role
- 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.
- Working closely with internal AP and AR team members to oversee accurate bank reconciliations ensure precision.
- Manage year-end 1099 preparation for vendors and collaborate with Accounts Payable Manager.
- Maintain client-specific documentation, standardize bookkeeping for new clients, and track and complete custom projects.
- Communicate regularly with clients through email and meetings, support clients during audits or financial reviews, and actively participate in team meetings and initiatives.
Requirements
- Bachelor's Degree in Accounting with over 10 years of accounting experience
- Extensive experience in bookkeeping, financial reporting, budgeting, General Ledger systems, external audits, and proficiency in Excel, O365, and QuickBooks
- Extensive success in managing multiple clients and projects.
- Demonstrate outstanding customer service skills and effective communication, both written and oral, with a strong ability to synthesize information.
- Exhibit adaptability, self-motivation, a strong work ethic, exceptional attention to detail, and the ability to manage multiple high-priority projects while collaborating effectively in a remote team setting.
