Client Accounting Services Senior

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We are seeking a dedicated and detail-oriented Senior Accountant to join our dynamic Outsourced Accounting team. In this role, you will serve as a key contributor in delivering high-quality accounting services to a diverse portfolio of clients, acting as an extension of their finance teams. You will manage client engagements, ensure timely and accurate delivery of financial statements and reports, and foster strong client relationships while contributing to the firm's growth and efficiency.

• Understand and manage client deadlines, scope engagements, set and manage expectations, and ensure overall client satisfaction.
• Monitor project due dates using tools like Workstream and coordinate timely delivery of outsourced accounting projects.
• Perform thorough self-reviews of work products, make necessary corrections, and take full ownership of assignments with a focus on quality, thoroughness, and accuracy.
• Proactively communicate issues with proposed solutions, learn from feedback and mistakes, and maintain professionalism in all interactions.
• Articulate clear requests and questions to clients, maintain detailed notes, and organize client files, work papers, open items, and PBC lists effectively.

• Build strong working relationships with team members, proactively communicate work status, and contribute effectively in team meetings.
• Direct questions and issues to the appropriate team members, adapt to diverse personalities, and act as a collaborative team player.
• Take ownership of personal career development by setting goals and seeking mentorship within the firm.

• Deliver high-quality work on time, within scope, and within budget while achieving productivity and realization targets.
• Contribute to standardizing CAS procedures and ensuring compliance.
• Develop a strong understanding of the firm's services and offerings to support business growth.
• Address client concerns promptly, elevate as needed, and provide thoughtful input on responses.

• Manage workflows to ensure on-time delivery and effectively utilize firm software and tools.
• Analyze client data to prepare accurate financial statements.
• Apply knowledge consistently across engagements, continuously building on prior learning.
• Identify opportunities for process efficiencies and develop alternatives for technical issues.
• Demonstrate understanding of payroll tax and accounting regulations, applying them appropriately to client engagements.
• Recognize personal knowledge limits, seek clarification on technical matters, and organize/interpret information tailored to client needs.

• Strong team player with a positive attitude and eagerness to learn.
• Initiative to take on new challenges outside your comfort zone and apply new knowledge effectively.
• Ownership of personal career goals with proactive pursuit of mentorship and development opportunities.
• Excellent problem-solving skills, combined with insightful and timely communication.
• Ability to work independently while consistently delivering high-quality results.

• Bachelor's degree in Accounting, Finance, or a related field.
• 3-5+ years of experience in public accounting, outsourced accounting, or client accounting services (CAS).
• Proficiency in accounting software (e.g., Quick Books, Xero, or similar tools) and Microsoft Office suite.
• Strong knowledge of GAAP, payroll taxes, and financial reporting.
• CPA certification or progress toward CPA is a plus.