Client Accounting Specialist

Client Accounting Specialist

A growing professional services firm is seeking a Client Accounting Manager to support financial operations for a portfolio of high-profile clients. This individual will serve as a key point of contact, overseeing financial workflows, ensuring accuracy in reporting, and delivering a high level of service in a deadline-driven environment. This role is ideal for someone who thrives in a client-facing position, enjoys managing multiple priorities, and has a strong foundation in accounting processes.

• Oversee financial activity across a portfolio of clients, ensuring all transactions are recorded and maintained accurately
• Review and approve vendor invoices, expense reports, and disbursements to ensure compliance with client expectations
• Coordinate recurring and off-cycle payment processes, including compensation distribution and related reconciliations
• Monitor client cash flow, track account balances, and facilitate timely transfers between accounts as needed
• Partner directly with client representatives to address financial questions, provide updates, and resolve issues
• Prepare and review account reconciliations, identifying discrepancies and ensuring timely resolution
• Maintain organized and up-to-date financial records across multiple systems and platforms
• Collaborate with internal leadership to support budgeting, forecasting, and financial reporting initiatives
• Manage competing priorities across multiple clients while maintaining accuracy and responsiveness
• Contribute to process improvements that enhance efficiency and scalability within the accounting function
• Assist with ad hoc financial analysis and special projects based on client needs

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent professional experience)
• 2+ years of experience in accounting, bookkeeping, or client-facing financial operations
• Strong understanding of general accounting principles and financial workflows
• Experience supporting multiple clients or business entities simultaneously is preferred
• Background in a fast-pace, service-oriented environment is highly preferred

• Proficiency in accounting software and financial systems
• Experience with cloud-based accounting platforms is a plus
• Strong Excel skills, including data organization and reconciliation support

• High attention to detail with strong organizational skills
• Ability to prioritize and manage multiple deadlines effectively
• Professional communication skills with a focus on client service
• Adaptability in dynamic, fast-changing environments
• Collaborative mindset with a proactive approach to problem-solving

Salary range for the role is posted in this job posting. The applicant may also be eligible for discretionary bonuses and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.