Accounting Support Specialist

Lombardo Ayers & Company, LLC; Annapolis (MD); On-site; USD 40,000 - 52,000; Full time

Job summary

A leading accounting firm is seeking an Accounting Support Specialist to enhance client services and support internal teams. This role involves managing client accounts, assisting with payroll, and ensuring smooth operational processes. Ideal candidates will have strong communication skills and experience in accounting support. The firm offers various training opportunities and benefits, including health insurance and paid time off.

Benefits

Paid Time Off

Paid Holidays

Summer Hours

Health Insurance

Health Savings Account

Dental Insurance

Vision Insurance

Life and Disability Insurance

401K (after 6 months)

401K matching

Bonus Opportunities

Qualifications

• Minimum 3 years of administrative or accounting support experience.
• Experience with a public accounting or professional services firm preferred.

Responsibilities

• Process and manage client payables and receivables using Bill.com.
• Provide light bookkeeping support including data entry and reconciliations.
• Assist with payroll coordination and compliance filings.

Skills

Communication

Problem-solving

Client-focused attitude

Education

Bachelor’s degree in business administration or accounting

Tools

Bill.com

QuickBooks Online

ADP

Job description

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We are a full-service Certified Public Accounting firm offering tax, audit, consulting, and business advisory services to clients in a wide variety of industries. Due to our continued growth, we are constantly seeking talented individuals to join our team of professionals in providing superior client services. This position will allow you to grow and develop with a wide variety of projects and services. We offer training and education opportunities and provide prospects for advancement.

The Accounting Support Specialist is a key member of the Client Accounting and Advisory Services (CAAS) team, serving as a liaison between clients, internal accountants, and other departments. This role supports client onboarding, manages essential accounting tools such as Bill.com, assists with payroll processes, provides light bookkeeping support, and facilitates administrative operations to ensure the smooth delivery of client services. The Accounting Support Specialist enhances team efficiency and client satisfaction, allowing CPAs and accounting professionals to focus on strategic and high-value tasks.

Position Reports to

The Accounting Support Specialist is a member of the Client Accounting and Advisory Services team, reporting to the CAAS Director.

Responsibilities

• Process and manage client payables and receivables using Bill.com
• Provide light bookkeeping support including data entry, reconciliations, and coding of transactions
• Assist with payroll coordination, including time tracking reviews, submission support, and liaising with payroll vendors
• Support compliance filings and documentation collection (e.g., W-9s, 1099s)
• Assist with monthly close support activities such as gathering client financial data
• Track ongoing project timelines and deliverables, update project management tools accordingly
• Provide administrative assistance in software and platform troubleshooting
• Assist with the client onboarding process and attends client-kick off meetings
• Assist with the engagement letter process and facilitates final signatures
• Sets clients up in systems and trains client on portal and other technologies; keeps client information current over time
• Assist with scheduling client meetings; organizes data ahead of time; coordinates attendance by team members
• Respond to client requests and routes to the correct team member
• Assist with clients to ensure documents and other information required for the client engagement are ready as needed
• Assist with client offboarding and closing out of files
• Troubleshoot and provide solutions to software applications meant for accounting services
• Assist with proposal development, presentations, and other administrative needs during the sales process
• Attends department and firmwide meetings as scheduled
• Manages project scheduling
• Prepares Word documents, Excel spreadsheets, and PowerPoints as requested
• Other projects as assigned
  
  
  

Core Schedule

• Monday – Friday at an agreed-upon schedule between the Accounting Support Specialist and CAAS Director
• Additional support may be needed at times outside of the core schedule. These requests will be made sufficiently in advance for planning purposes
  
  
  

Factors to Success

• Strong verbal and written communication skills
• High proficiency in Microsoft Office, particularly Excel and Outlook; PowerPoint is a plus
• Ability to manage multiple priorities and meet deadlines across concurrent projects
• Problem-solving mindset with a proactive approach to client service
• Professional demeanor with a client-focused attitude
  
  
  

Benefits

• Paid Time Off
• Paid Holidays
• Summer Hours
• Health Insurance
• Health Savings Account
• Dental Insurance
• Vison Insurance
• Life and Disability Insurance
• 401K (after 6 months)
• 401K matching
• Bonus Opportunities
  
  
  

Education And Experience

• Minimum 3 years of administrative or accounting support experience
• Bachelor’s degree in business administration or accounting preferred
• Experience with a public accounting or professional services firm highly preferred
• Familiarity with Bill.com, QuickBooks Online, ADP, or similar payroll platforms is a must
  
  
  

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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