Accounting & Client Services Specialist

Robinson, Farmer, Cox Associates (RFC); Charlottesville (VA); On-site; USD 55,000 - 63,000; Full time

Benefits offered by this job

100% employer-paid Health Insurance

Dental Insurance

Life Insurance

Retirement (401K)

Paid Time Off (PTO)

Gym Reimbursement

Professional Development

Job summary

Robinson, Farmer, Cox Associates (RFC) in Charlottesville, VA is hiring an Accounting & Client Services Specialist. This role requires 2+ years of experience in bookkeeping, payroll, and accounting support, along with proficiency in Microsoft Office and QuickBooks.

The position offers comprehensive benefits including 100% employer-paid health insurance, dental and life insurance, a retirement plan, and paid time off. Ideal candidates will have strong attention to detail and the ability to manage sensitive financial information.

Qualifications

• 2+ years of experience in bookkeeping, payroll, or accounting support.
• Understanding of accounting and bookkeeping principles.
• Excellent organizational and time-management skills.

Responsibilities

• Maintain client general ledgers and accounting records.
• Perform bank and account reconciliations.
• Prepare financial reports and supporting schedules.
• Process client payroll and maintain payroll records.
• Communicate with clients regarding bookkeeping and payroll matters.

Skills

Bookkeeping

Payroll processing

Attention to detail

Client relationship management

Microsoft Office (Excel, Word)

QuickBooks

Education

Degree in Accounting, finance, or related field

Job description

Robinson, Farmer, Cox (RFC) is looking to hire a top-tier Accounting & Client Services Specialist based out of Charlottesville, VA. The role requires 2+ years of experience and offers a salary range of $55,000-$63,000, commensurate with experience.

About the Accounting & Client Services Specialist Position

The Accounting & Client Services Specialist performs a variety of accounting, bookkeeping, payroll, billing, and administrative duties in support of both RFC clients and internal operations. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a high level of professionalism and confidentiality. The ideal candidate will have experience in accounting functions such as bookkeeping, payroll processing, accounts receivable, billing, account reconciliations, and client support.

Accounting & Client Services Specialist Duties

• Maintain client general ledgers and accounting records.
• Perform bank and account reconciliations.
• Prepare financial reports and supporting schedules.
• Process client payroll and maintain payroll records.
• Prepare quarterly payroll tax returns and related filings.
• Prepare federal, state, and local year‑end forms, including W‑2s, 1099s, 1098s, VA‑4s, VA‑5s, and VA‑6s.
• Prepare VEC filings and other payroll‑related reports.
• Produce QuickBooks reports to support tax preparation and client accounting needs.
• Prepare checks and invoices for assigned clients.
• Assist with trust and estate accounting engagements.
• Communicate with clients regarding bookkeeping, payroll, and tax‑related matters.
• Prepare and distribute customer invoices and statements.
• Process and post customer payments.
• Track outstanding balances and assist with collections efforts.
• Research and resolve billing discrepancies and account issues.
• Reconcile customer accounts and billing records.
• Process bank deposits and credit card transactions.
• Maintain accurate customer and vendor records.
• Assist with month‑end accounting procedures.
• Prepare correspondence and communicate with taxing authorities on behalf of clients.
• Provide support to the Client Services Department and other firm personnel as needed.
• Serve as receptionist backup when required.
• Maintain confidentiality of client and firm information.
• Assist with special projects and other duties as assigned.

Benefits

• 100% employer‑paid Health Insurance policy
• Dental Insurance
• Life Insurance
• Retirement (401K)
• Paid Time Off (PTO)
• Gym Reimbursement
• Professional Development

Requirements

• Degree in Accounting, finance, or related field is preferred, but not required
• 2+ years of experience in bookkeeping, payroll, billing, accounts receivable, or accounting support functions
• Understanding of accounting and bookkeeping principles
• Experience with payroll processing and reporting
• Proficiency in Microsoft Office, including Excel and Word
• Experience with QuickBooks Online and/or Desktop
• Strong attention to detail and accuracy
• Excellent organizational and time‑management skills
• Strong verbal and written communication skills
• Ability to work independently and as part of a team
• Ability to establish and maintain positive client relationships
• Ability to manage confidential and sensitive financial information
• Ability to manage multiple priorities and deadlines