Client Accounting Services Accountant

Client Accounting Services Accountant

As a Client Accounting Services Accountant, you will work directly with clients to prepare financial statements that help owners and managers achieve their operational and financial objectives.

Key Responsibilities

General Ledger Accounting

• Prepare and review bank reconciliations.
• Reconcile all balance sheet accounts.
• Prepare and post monthly journal entries.
• Generate and analyze monthly financial statements for accuracy and reasonableness.
• Document work effectively and comprehensively.
• Identify, communicate, and resolve client and engagement issues in a timely and organized manner.
• Apply knowledge of accrual and cash basis accounting principles.

Payroll & Sales Tax Compliance

• Understand and apply Iowa sales and use tax regulations.
• File monthly sales tax returns accurately and on time.
• Maintain general knowledge of Federal, State, and Unemployment payroll taxes.
• Record and manage monthly payroll entries.

Client Communication

• Serve as the primary point of contact for clients, demonstrating strong verbal and written communication skills.
• Build and maintain strong relationships with clients, fostering trust and collaboration.

Technology and Process Development

• Utilize strong computer and software skills to enhance efficiency.
• Learn and adapt to new software, identifying opportunities for process improvements.

General Skills

• Exhibit strong organizational skills and meticulous attention to detail.
• Manage multiple priorities and complete projects within established deadlines.

Ideal Education & Experience

• Associate's degree in Accounting required; Bachelor’s degree in Accounting preferred.
• Minimum of 4 years of relevant experience.
• Proficiency with QuickBooks Online, QuickBooks Desktop, Bill.com, and advanced skills in Microsoft Excel and Outlook.