Senior Client Account Services
$96,000–$143,000 year
HybridNew York City, New York, United States or New York, United States
Job Summary
Oversee daily, weekly, monthly, and yearly accounting activities for assigned clients, including direct reconciliation of statements, monthly closings, and balance sheet maintenance. Perform cash-to-accrual and accrual-to-cash conversions, review trial balances for adjusting entries, and prepare financial statements across multiple industries. Maintain workpapers, coordinate with the tax department for documentation, and resolve client technical issues and anomalies. Supervise associate-level staff and interns, providing guidance on professional development. Prepare sales tax, annual local business tax, 1099s, W-2s, and payroll tax reports while managing deadlines and fostering positive client relationships.
Required Qualifications
- Bachelor's Degree or Master's Degree in Accounting or Taxation
- Minimum of three years of recent and relevant public accounting experience in client accounting services, outsourcing or financial and advisory departments
- Experience in a supervisory role
- At least two years of experience in GL, AP, AR and reconciliations
- Ability to communicate clearly and concisely, verbally and in writing, in English
Desired Qualifications
- CPA license preferred but not required
- Should be a proficient user of Microsoft Office (Excel, Word, Outlook) Applications and QuickBooks
- Knowledge of CCH ProSystem's Engagement preferred but not required
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