Director of Client Accounting and Advisory Services
1 month ago
Job Description
Job 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
Skill Matrix:
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