Accounting Specialist

Ledgent-Finance-; Clearwater (FL); On-site; USD 28,000 - 39,000; Full time

Job summary

Ledgent-Finance- is seeking an experienced Accounting Specialist to support a CPA firm with diverse client accounting needs. You will handle bookkeeping, AP, payroll support, tax filings, and monthly write-ups across multiple clients in a collaborative environment.

The role emphasizes accuracy, attention to detail, and the ability to learn new software. Prior CPA or public accounting experience is preferred, with flexibility during peak tax periods.

Qualifications

• Prior experience working in a CPA firm, accounting firm, or tax office is required.
• 2+ years of accounting, bookkeeping, or client accounting services experience preferred.
• Strong understanding of general ledger accounting, accounts payable, reconciliations, and financial statements.
• Experience performing accounting write-ups and maintaining client bookkeeping records.
• Knowledge of payroll processing and sales/payroll tax filings is preferred.
• Proficiency with Microsoft Office Suite, particularly Excel, Word, and Outlook.
• Experience with QuickBooks and other accounting software is preferred.
• Ability to learn new systems, software applications, and accounting procedures quickly.
• Strong attention to detail and organizational skills.

Responsibilities

• Manage full-cycle accounts payable functions for multiple clients, including invoice processing, coding, approval tracking, and payment preparation.
• Perform monthly and quarterly accounting write-ups, including bank reconciliations, adjusting journal entries, and preparation of financial reports.
• Maintain and reconcile general ledger accounts to ensure accurate financial reporting.
• Assist with client bookkeeping and month-end close activities.
• Prepare and file sales tax returns and assist with payroll tax filings as needed.
• Process payroll and maintain payroll-related records for client accounts.
• Reconcile bank, credit card, loan, and balance sheet accounts.
• Review client financial records and identify discrepancies requiring follow-up.
• Assist with year-end accounting and tax preparation support.
• Communicate professionally with clients regarding accounting records, missing documentation, and account-related inquiries.
• Support partners and staff with special projects, reports, and administrative accounting functions.
• Maintain organized electronic files and documentation in accordance with firm procedures.
• Learn and utilize firm tax and accounting software platforms effectively.

Skills

Attention to detail

Client communication

Time management

Analytical skills

Tools

Excel

QuickBooks

Job description

Salary: USD20 - USD28 per hour

Accounting Specialist (CPA Firm)

Position Overview

Our growing CPA firm is seeking a detail-oriented Accounting Specialist to support a variety of client accounting needs. This role is ideal for an accounting professional with prior public accounting, tax office, or bookkeeping experience who enjoys working with multiple clients and handling a mix of bookkeeping, accounts payable, payroll support, tax-related filings, and monthly accounting write-up services.

The Accounting Specialist will work closely with clients and firm leadership to maintain accurate financial records, assist with day-to-day accounting functions, and support special projects throughout the year. This position offers excellent exposure to a wide range of industries and accounting processes within a collaborative CPA firm environment.

Key Responsibilities

• Manage full-cycle accounts payable functions for multiple clients, including invoice processing, coding, approval tracking, and payment preparation.
• Perform monthly and quarterly accounting write-ups, including bank reconciliations, adjusting journal entries, and preparation of financial reports.
• Maintain and reconcile general ledger accounts to ensure accurate financial reporting.
• Assist with client bookkeeping and month-end close activities.
• Prepare and file sales tax returns and assist with payroll tax filings as needed.
• Process payroll and maintain payroll-related records for client accounts.
• Reconcile bank, credit card, loan, and balance sheet accounts.
• Review client financial records and identify discrepancies requiring follow-up.
• Assist with year-end accounting and tax preparation support.
• Communicate professionally with clients regarding accounting records, missing documentation, and account-related inquiries.
• Support partners and staff with special projects, reports, and administrative accounting functions.
• Maintain organized electronic files and documentation in accordance with firm procedures.
• Learn and utilize firm tax and accounting software platforms effectively.

Qualifications

• Prior experience working in a CPA firm, accounting firm, or tax office required.
• 2+ years of accounting, bookkeeping, or client accounting services experience preferred.
• Strong understanding of general ledger accounting, accounts payable, reconciliations, and financial statements.
• Experience performing accounting write-ups and maintaining client bookkeeping records.
• Knowledge of payroll processing and sales/payroll tax filings preferred.
• Proficiency with Microsoft Office Suite, particularly Excel, Word, and Outlook.
• Experience with QuickBooks and other accounting software preferred.
• Ability to learn new systems, software applications, and accounting procedures quickly.
• Strong attention to detail and organizational skills.

Desired Skills & Attributes

• Professional, friendly, and client-focused communication style.
• Ability to manage multiple client accounts and deadlines simultaneously.
• Strong problem-solving and analytical skills.
• High degree of accuracy and attention to detail.
• Self-motivated with the ability to work independently.
• Team-oriented mindset and willingness to collaborate with colleagues.
• Ability to prioritize tasks in a fast-paced public accounting environment.
• Flexibility to work additional hours during peak tax season.

Preferred Experience

• CPA firm or public accounting experience.
• QuickBooks Online and QuickBooks Desktop.
• Sales tax and payroll tax preparation/filing.
• Multi-client bookkeeping and write-up services.
• Payroll processing and account reconciliations.
• Exposure to tax preparation software and year-end tax support.