Accounting Client Services Specialist

Cherry Bekaert LLP; Orlando (FL); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Annual bonus

Medical/dental/vision

Disability & life insurance

Generous PTO

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert LLP in Orlando, FL is seeking a Client Services Coordinator to support our bookkeeping and accounting services for multiple clients. You will set up QuickBooks, perform data entry, process transactions, and ensure accurate records in compliance with regulations.

You will communicate with clients regularly, participate in month-end closes, and assist with payroll, tax filings, and reconciliations. A strong service mindset and proficiency in Excel are essential.

Qualifications

• High School Diploma required.
• 1+ year experience in bookkeeping/related fields.
• Proficient in Microsoft Excel and QuickBooks setup.
• Strong client service with multitasking ability.
• Growth mindset and reliable, with integrity.

Responsibilities

• Assist multiple clients with accounting and bookkeeping needs.
• Set up QuickBooks for clients and answer software questions.
• Communicate with clients daily/weekly/monthly; travel to client offices.
• Participate in month-end/quarter-end/year-end closes.
• Post and reconcile general ledger; prepare payroll and payroll taxes.
• Prepare property tax forms (1096/1099) and perform bank reconciliations.
• Record fixed assets and depreciation; perform other duties as assigned.

Skills

Bookkeeping experience

Excel proficiency

QuickBooks setup

Client service

Project management

Analytical skills

Interpersonal & communication

Adaptability / fast-paced env

Integrity / reliability

Education

High School Diploma

Tools

Excel

QuickBooks Desktop

QuickBooks Online

Job description

Cherry Bekaert LLP in Orlando, FL is seeking a Client Services Coordinator to support our bookkeeping and accounting services for multiple clients. You will set up QuickBooks, perform data entry, process transactions, and ensure accurate records in compliance with regulations.

You will communicate with clients regularly, participate in month-end closes, and assist with payroll, tax filings, and reconciliations. A strong service mindset and proficiency in Excel are essential.