Client Accountant

Magnify; Richmond (VA); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Hybrid schedule

Client-facing role

Career growth

Diverse client base

Job summary

Magnify is seeking a Client Accountant to engage with incoming clients and guide them through their bookkeeping and tax service needs. This full-time, hybrid role is based in Richmond, Virginia, and offers up to $75,000 commensurate with experience.

You will serve as the primary point of contact for clients, gather financial information, onboard new clients, and coordinate with internal accounting and tax professionals to deliver services across S Corporation, C Corporation, individual, and

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Strong accounting and bookkeeping experience.
• Experience working with clients in an accounting, bookkeeping, or tax-focused environment.
• Familiarity with S Corporations, C Corporations, individual, and partnership tax returns.
• Front-facing client interaction and relationship management experience.
• Strong communication and interpersonal skills.
• Excellent organizational skills with multiple clients and priorities.
• Professional, personable, client-focused attitude.

Responsibilities

• Serve as primary point of contact for incoming clients seeking bookkeeping and tax services.
• Meet with new clients to understand their business operations, accounting needs, and financial goals.
• Help onboard new clients and guide them through the setup with the accounting and tax team.
• Gather and organize financial information to support client setup and transition.
• Build strong relationships with clients and provide ongoing service.
• Act as liaison between clients and internal accounting and tax professionals.
• Assist clients with bookkeeping needs and connect them with services and resources.
• Work with clients involved in S Corporation, C Corporation, individual, and partnership tax returns.
• Communicate accounting and tax information clearly and professionally.
• Maintain accurate and confidential client records.
• Follow up to ensure client needs are addressed and satisfaction remains high.
• Collaborate with internal accounting and tax teams to support client retention.

Skills

Client relationship management

Bookkeeping

Tax preparation

Communication skills

Organizational skills

Confidential information handling

Education

Bachelor's degree in Accounting, Finance, or related field

Job description

Compensation: Up to $75,000, commensurate with experience

Employment Type: Full-Time | Hybrid Schedule

Are you an accounting professional who enjoys working directly with clients and building strong professional relationships? We are partnering with a growing accounting and tax services group that is seeking a Client Accountant to engage with incoming clients and help guide them through their bookkeeping and tax service needs.

What You'll Do:

Serve as a primary point of contact for incoming clients seeking bookkeeping and tax services.

Meet with new clients to understand their business operations, accounting needs, and financial goals.

Help onboard new clients and guide them through the process of getting established with the accounting and tax team.

Gather and organize financial and accounting information to support a smooth client setup and transition.

Build strong professional relationships with clients and provide a high level of ongoing service.

Act as a liaison between clients and internal accounting and tax professionals.

Assist clients with bookkeeping needs and ensure they are connected with the appropriate services and resources.

Work with clients involved in S Corporation, C Corporation, individual, and partnership tax returns.

Communicate accounting and tax-related information in a clear, professional, and client-friendly manner.

Maintain accurate and organized client records while handling confidential financial information.

Follow up with clients to ensure their needs are being addressed and provide a positive overall client experience.

Collaborate closely with internal accounting and tax professionals to support client satisfaction and retention.

What We're Looking For:

Bachelor's degree in Accounting, Finance, or a related field preferred.

Strong accounting and bookkeeping experience.

Experience working with clients in an accounting, bookkeeping, or tax-focused environment.

Familiarity with S Corporations, C Corporations, individual, and partnership tax returns.

Someone who genuinely enjoys front-facing client interaction and relationship management.

Strong communication and interpersonal skills.

Excellent organizational skills with the ability to manage multiple clients and priorities.

Professional, personable, and comfortable serving as a trusted point of contact.

Ability to understand client needs and communicate effectively with accounting and tax professionals.

Strong attention to detail and ability to handle confidential financial information professionally.

What This Role Offers:

Compensation up to $75,000, based on experience.

Hybrid work schedule based in Richmond, Virginia.

A highly client-facing role with the ability to build long-term professional relationships.

Exposure to both bookkeeping and tax services.

Work with a diverse client base across individuals and businesses.

Close collaboration with experienced accounting and tax professionals.

A growing and collaborative team environment.

Long-term career growth and professional development.