Director of Client Accounting and Advisory Services

2 weeks ago

Wakefield, United States KolorBlue Solutions Full time
Job DescriptionJob Description

Job Title: Director of Client Accounting and Advisory Services

Location: Wakefield, MA

Type: Fulltime

GENERAL SUMMARY

The Client Accounting and Advisory Services Director position is responsible for leading our client services team in delivering premium, sophisticated accounting and financial reporting services to our clients. As the Client Accounting and Advisory Services Director, you will play a pivotal role in shaping and executing our client services strategy, while fostering a culture of excellence and collaboration within the team. While this is a Director role, this person will remain very hands-on and personally design policies, onboard new clients, deliver high-level accounting and advisory, and lead budgeting and forecasting while also delegating and managing the work of your team members.

ESSENTIAL JOB FUNCTIONS

  • Provide exceptional accounting and advisory service to our clients
  • Manage small business accounting projects for various clients
  • Onboarding new clients
  • Troubleshoot matters as the need arises
  • Managing distribution of workflows and deadlines
  • Record and reconcile monthly general ledger account activity, including accruals and prepaids
  • Analyze and monitor financial information, including variance analysis and cash management
  • Prepare year-end closings to be used for tax preparation purposes
  • Provide payroll services as needed, including monthly and quarterly payroll tax filings
  • Payment of vendor invoices utilizing bill pay software and wire transfers
  • Maintain client contact and provide excellent customer service
  • Proactively anticipate client needs
  • Provide training when necessary and review work of others
  • Keep abreast of the latest developments in technologies to deliver outstanding quality service
  • Complete special projects and other requests as needed

PREPARATION, KNOWLEDGE, SKILLS & ABILITIES

  • 10+ years of true debits and credits accounting experience
  • Experience in public accounting or other dynamic multi-client environment a plus
  • Experience with managing personnel
  • Licensed CPA preferred but not required
  • QuickBooks experience required
  • Payroll experience preferred but not required
  • Proficient in Excel
  • Strong organizational skills
  • Attention to detail, ability to multi-task
  • Strong interpersonal skills

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