Client Financial Specialist

4 weeks ago

Duluth, Minnesota, United States Staff Financial Group Full time
Job Title: Client Financial Specialist

We are seeking a highly organized and detail-oriented Client Financial Specialist to join our team at Staff Financial Group. The ideal candidate will have a strong background in bookkeeping and financial record maintenance, with experience in managing multiple client accounts simultaneously.

Key Responsibilities:
  • Perform client write-up services, including monthly, quarterly, and annual financial statement preparation.
  • Handle all aspects of bookkeeping for clients, including data entry, bank and credit card reconciliations, and maintaining the general ledger.
  • Process payroll and prepare payroll tax returns, ensuring compliance with federal and state regulations.
  • Manage accounts payable and receivable, ensuring accurate record-keeping for clients.
  • Reconcile and maintain general ledgers for multiple clients, ensuring accuracy and compliance with accounting standards.
  • Prepare and file sales tax reports and other compliance filings as required by state and federal regulations.
  • Assist clients in resolving discrepancies in their financial records, providing recommendations for process improvements.
  • Work closely with clients and the tax team during year-end close to prepare financial statements for tax filing.
  • Ensure timely and accurate reporting to clients, providing regular financial statements and analysis.
  • Maintain organized and accurate records for all clients, adhering to the firm's quality and compliance standards.
Requirements:
  • Bachelor's degree in Accounting, Finance, or a related field is preferred, or equivalent work experience.
  • Minimum of 3-5 years of bookkeeping experience, with at least 2 years in a public accounting environment.
  • Strong proficiency with QuickBooks (desktop and online), Xero, or other accounting software is required.
  • In-depth knowledge of general accounting principles and financial statement preparation.
  • Ability to manage multiple client accounts simultaneously, with excellent time management and organizational skills.
  • Strong attention to detail and problem-solving abilities.
  • Experience with payroll, payroll tax filings, and sales tax reports.
  • Strong communication skills and the ability to maintain professional client relationships.
  • Ability to work both independently and as part of a collaborative team in a fast-paced environment.
What We Offer:
  • Competitive salary and comprehensive benefits package.
  • Health, dental, and vision insurance.
  • 401(k) plan with company matching.
  • Paid time off and flexible work schedule.
  • Opportunities for professional development and career growth.
  • A supportive and collaborative work environment.

Location: Atlanta, GA (This is an in-office position, with flexibility for hybrid work arrangements depending on client needs.)

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