Crete Professionals Alliance, LLC
Client Accounting Specialist
Crete Professionals Alliance, LLC, Louisville, Kentucky, us, 40201
Abacus!, is hiring! Abacus! is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. Join a rapidly growing organization with a strategic vision and dynamic plan
We are seeking a Client Accounting Specialist to join our team.
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Due to tremendous growth, their Louisville location needs top-tier accounting professionals just like you!
Position Title : Client Accounting Specialist
Department : Accounting Services
Reports To : Senior Client Manager
Employment Type : Full-time
Job Summary : The Client Accounting Specialist is responsible for managing client accounts, performing detailed bookkeeping tasks, and ensuring the accuracy of financial records. This role demands a high level of attention to detail, excellent organizational skills, and a commitment to maintaining client confidentiality.
Key Responsibilities Quality Assurance and Compliance
Ensure compliance with accounting standards, regulatory requirements, and internal policies.
Ensure compliance with relevant regulations and internal procedures.
Bookkeeping
Record day-to-day financial transactions and complete the posting process.
Maintain an accurate record of financial transactions by establishing accounts and posting transactions.
Reconcile bank and credit card statements.
Process accounts payable and receivable.
Client Account Management
Manage and update client accounts.
Prepare and deliver monthly, quarterly, and annual financial statements for clients.
Assist clients with inquiries related to their accounts and transactions.
Customer Service
Serve as the main point of contact for client inquiries and issues.
Provide clients with clear and accurate information regarding their accounts.
Build & maintain strong client relationships through effective communication & problem-solving.
Process Improvement
Identify opportunities for process improvements in bookkeeping and client account management.
Collaborate with team members to refine accounting procedures and systems.
Qualifications Education Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred.
Experience
Minimum of 2-3 years of experience in bookkeeping or a similar role.
Experience in client account management is a plus.
Skills
Proficiency in bookkeeping software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook).
Excellent attention to detail and organizational skills.
Strong analytical and problem-solving abilities.
Effective written and verbal communication skills.
Ability to manage multiple tasks and prioritize workload.
Certifications
Certified Bookkeeper (CB) or other relevant certifications are a plus.
Location
Office environment with standard office equipment.
This position operates in Louisville, KY with typical working hours aligning with Eastern Standard Time (EST) zone to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive rate between $20 – $30 per hour, commensurate with experience and qualifications.
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
“Abacus!”, an independent member of the Crete Professionals Alliance, is the brand name under which Abacus CPAs, LLC and Abacus Business Consulting, LLC provide professional services. Abacus CPAs, LLC and Abacus Business Consulting, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Abacus CPAs, LLC is a licensed independent CPA firm that provides attest services to its clients, and Abacus Business Consulting, LLC provide tax and business consulting services to their clients. Abacus Business Consulting, LLC is not licensed as a CPA firm. The entities falling under the Abacus! brand are independently owned and are not liable for the services provided by any other entity providing the services under the Abacus! brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Abacus CPAs, LLC and Abacus Business Consulting, LLC.
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
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We are seeking a Client Accounting Specialist to join our team.
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Due to tremendous growth, their Louisville location needs top-tier accounting professionals just like you!
Position Title : Client Accounting Specialist
Department : Accounting Services
Reports To : Senior Client Manager
Employment Type : Full-time
Job Summary : The Client Accounting Specialist is responsible for managing client accounts, performing detailed bookkeeping tasks, and ensuring the accuracy of financial records. This role demands a high level of attention to detail, excellent organizational skills, and a commitment to maintaining client confidentiality.
Key Responsibilities Quality Assurance and Compliance
Ensure compliance with accounting standards, regulatory requirements, and internal policies.
Ensure compliance with relevant regulations and internal procedures.
Bookkeeping
Record day-to-day financial transactions and complete the posting process.
Maintain an accurate record of financial transactions by establishing accounts and posting transactions.
Reconcile bank and credit card statements.
Process accounts payable and receivable.
Client Account Management
Manage and update client accounts.
Prepare and deliver monthly, quarterly, and annual financial statements for clients.
Assist clients with inquiries related to their accounts and transactions.
Customer Service
Serve as the main point of contact for client inquiries and issues.
Provide clients with clear and accurate information regarding their accounts.
Build & maintain strong client relationships through effective communication & problem-solving.
Process Improvement
Identify opportunities for process improvements in bookkeeping and client account management.
Collaborate with team members to refine accounting procedures and systems.
Qualifications Education Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred.
Experience
Minimum of 2-3 years of experience in bookkeeping or a similar role.
Experience in client account management is a plus.
Skills
Proficiency in bookkeeping software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook).
Excellent attention to detail and organizational skills.
Strong analytical and problem-solving abilities.
Effective written and verbal communication skills.
Ability to manage multiple tasks and prioritize workload.
Certifications
Certified Bookkeeper (CB) or other relevant certifications are a plus.
Location
Office environment with standard office equipment.
This position operates in Louisville, KY with typical working hours aligning with Eastern Standard Time (EST) zone to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive rate between $20 – $30 per hour, commensurate with experience and qualifications.
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
“Abacus!”, an independent member of the Crete Professionals Alliance, is the brand name under which Abacus CPAs, LLC and Abacus Business Consulting, LLC provide professional services. Abacus CPAs, LLC and Abacus Business Consulting, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Abacus CPAs, LLC is a licensed independent CPA firm that provides attest services to its clients, and Abacus Business Consulting, LLC provide tax and business consulting services to their clients. Abacus Business Consulting, LLC is not licensed as a CPA firm. The entities falling under the Abacus! brand are independently owned and are not liable for the services provided by any other entity providing the services under the Abacus! brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Abacus CPAs, LLC and Abacus Business Consulting, LLC.
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
#LI-JL1
#J-18808-Ljbffr