Client Accounting Specialist

4 days ago

St Louis, United States Gatewood Wealth Solutions Full time

Client Accounting Specialist The Client Accounting Specialist is responsible for delivering accurate, timely, and high-quality financial support to small and medium-sized business clients. This role requires a detail-oriented professional with strong organizational abilities, proven accounting experience, and the capacity to manage a wide range of client-facing and administrative responsibilities. As a key member of a growing startup, the ideal candidate is adaptable, proactive, and comfortable taking ownership of multiple tasks in a dynamic and evolving environment. This position plays a critical role in supporting day-to-day accounting operations, maintaining strong client relationships, and ensuring compliance with reporting deadlines. The Client Accounting Specialist will also support internal operations by assisting with administrative functions, processing electronic filings, and helping onboard new staff as the team expands. A willingness to learn new software and embrace new technologies is essential to thrive in this role. Accounting Responsibilities Perform full-cycle accounting tasks, including bank and credit card reconciliations, journal entries, and general ledger maintenance Manage accounts payable and accounts receivable processes for multiple clients Process payroll and prepare quarterly payroll reports in compliance with federal, state, and local regulations Prepare and file sales tax returns and other regulatory submissions Generate accurate financial reports, including profit and loss statements and balance sheets Support delinquent account management and assist with collections activities Utilize QuickBooks Online and QuickBooks Desktop proficiently to handle day-to-day accounting tasks Ensure accuracy, organization, and consistency across all client financial records Administrative & Client Support Responsibilities Serve as a primary point of contact for clients, providing responsive, professional communication and status updates Assist in processing tax returns Submit electronic filings (e-files), track confirmations, and maintain documentation Organize and maintain client files, records, and compliance-related documents Support onboarding of new clients, including gathering information, setting up accounts, and coordinating communication Assist with onboarding and training of new team members as the company grows Contribute to internal process improvement by identifying ways to streamline tasks and enhance efficiency

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