Accountant
$100,000–$120,000 year
On-siteCedarhurst, New York, United States
Job Summary
Serve as the primary point of contact for assigned client accounts, leading onboarding and ensuring seamless transitions into the firm's processes. Review financial deliverables for accuracy, perform financial reviews to identify risks, and provide meaningful insights while overseeing accounts payable workflows. Delegate work effectively to offshore team members, monitor capacity, and optimize workload distribution through project management systems. Collaborate with internal teams to drive continuous process improvements via technology and automation. Maintain the highest standards of accuracy and accountability in every client interaction.
Required Qualifications
- Bachelor's degree in Accounting, Finance, or a related field
- 3–5+ years of accounting or client-facing financial services experience
- Experience managing client relationships and overseeing accounting or AP workflows
- Strong understanding of accounting principles and financial reporting
- Proficiency with QuickBooks or similar accounting software
- Exceptional organizational skills with the ability to manage multiple priorities
- Strong communication and relationship-building skills
- Proven ability to delegate work, review deliverables, and manage offshore or remote teams
- Reliable, proactive, and solutions-oriented with excellent judgment
Desired Qualifications
- Experience within an outsourced accounting or advisory firm
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