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Accountant/Client Success Specialist

4 months ago


Wimberley, United States Home Built Books LLC Full time
Job DescriptionJob Description

Job Title: Accountant/Client Success Specialist

Location: Wimberley, TX

Job Type: Full-time

Company Overview: At Home Built Books LLC, we are dedicated to providing top-notch accounting services and fostering strong relationships with our clients. We are looking for a detail-oriented and proactive Accountant/Client Success Specialist to join our team. This role combines accounting expertise with client management, ensuring our clients receive the best possible service.

Key Responsibilities:

  1. Client Correspondence:
    • Answer phone calls, text messages, and emails from clients and their related parties (employees, vendors, customers, etc.).
    • Maintain professional and timely communication to ensure client satisfaction.
  2. File Management:
    • Manage both paper and digital file systems following a set filing structure.
    • Ensure all documents are organized and easily accessible.
  3. CRM + PRM System Management:
    • Input new client information into the CRM and PRM systems.
    • Create and assign work to the appropriate team members to ensure efficient workflow.
  4. Administrative Tasks:
    • Run errands as needed to support office operations.
    • Occasionally manage incoming and outgoing mail to ensure timely delivery and receipt.
  5. Accounting Duties:
    • Handle monthly transaction coding and bank reconciliations in QuickBooks Online.
    • Balance bank/check registers for multiple clients in QuickBooks Online.
    • Manage payroll for multiple clients, ensuring accuracy and timely processing.
    • Manage an Accounts Payable system for multiple clients, including using QuickBooks to print checks and/or bill pay software, and occasionally communicate with vendors.
    • Manage Accounts Receivable to ensure timely invoicing and collections.
    • Prepare construction draws.
    • Assist clients with interpretation of business financial statements and implementation of their business’ financial goals.
  6. Other duties as assigned.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field preferred.
  • General understanding of accounting principles and systems.
  • Proven experience in accounting and client management/customer service roles.
  • Experience in construction accounting preferred.
  • Proficiency in QuickBooks Online and Microsoft Office Suite, specifically Excel.
  • Proven ability to pick up and learn new applications/software systems.
  • Strong organizational and multitasking skills.
  • Excellent verbal and written communication skills.
  • Ability to work independently and as part of a team.
  • Detail-oriented with a commitment to accuracy and excellence.
  • Ability to follow a strict process while constantly seeking more efficient solutions.
  • Adaptability to follow custom policies & procedures per each client’s accounting system.
  • Personable and able to engage in friendly conversations with clients.
  • Brand ambassador mentality, always looking for new connections and opportunities.
  • Critical thinking skills, able to troubleshoot and resolve discrepancies efficiently.
  • Self-starter with the ability to work independently without constant supervision.

Benefits:

  • Competitive salary
  • Paid time off and holidays
  • Professional development opportunities
  • Positive and supportive work environment
  • Health insurance and/or 401(k) may be offered by request.

How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and experience to support@homebuiltbooks.com with the subject line “Accountant/Client Success Specialist Application.”

Equal Opportunity Employer: Home Built Books LLC is an equal opportunity employer.

Join us at Home Built Books LLC and be a part of a team that values excellence, client success, and professional growth