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Client Financial Specialist

2 months ago

Montgomery, Alabama, United States Career Personnel Full time
Position Overview

CLIENT FINANCIAL SPECIALIST

PRESTIGIOUS AND HIGHLY REGARDED ACCOUNTING FIRM IS LOOKING FOR A DEDICATED PROFESSIONAL TO JOIN THEIR TEAM

KEY RESPONSIBILITIES:

  • Demonstrated expertise in accounting and technology to deliver financial services to a diverse portfolio of small business clients.
  • Accurate entry and reconciliation of general ledger transactions.
  • Preparation of compiled financial reports, sales tax filings, and payroll documentation; including 1099s and W-2s.
  • Engagement with clients to address daily accounting inquiries and resolve unexpected challenges, establishing a relationship of trust and reliability.

QUALIFICATIONS:

  • Bachelor's degree in Accounting or equivalent professional experience.
  • Strong proficiency in computer applications and a willingness to adapt to new technologies.
  • Experience with at least one accounting software package (QuickBooks experience is preferred); familiarity with various accounting systems is advantageous.
  • Experience in payroll processing, including managing multiple client accounts.