Client Accounting Specialist

FORGE SEARCH + CONSULTING, LLC; O'Fallon (IL); On-site; USD 52,000 - 76,000; Full time

Job summary

FORGE SEARCH + CONSULTING, LLC is seeking a Client Accounting Specialist to manage ongoing bookkeeping for a portfolio of clients and assist with onboarding new clients. You will interact directly with clients, build relationships, and help establish organized accounting processes.

The role emphasizes accuracy, timely reporting, and proactive process improvements, with opportunities to contribute across client engagements.

Qualifications

• Previous bookkeeping or client accounting experience.
• Knowledge of AP, AR, reconciliations, and journals.
• Experience with QuickBooks or QuickBooks Online preferred.
• Strong communication and client-facing skills.
• Highly organized with ability to manage multiple clients and deadlines.
• Willingness to learn new processes and grow technically.

Responsibilities

• Manage day-to-day bookkeeping for a portfolio of clients.
• Handle AP/AR, bank reconciliations, and GL maintenance.
• Prepare journal entries and assist month-end close.
• Assist with onboarding new clients and setup.
• Communicate with clients to gather information and keep projects moving.
• Maintain accurate client records and documentation.
• Balance multiple priorities while delivering high-quality service.
• Identify process improvements for a smoother client experience.

Skills

Communication

Organization

Client interaction

Detail orientation

Tools

QuickBooks

Job description

We are partnering with a growing professional services organization seeking a Client Accounting Specialist to join its team. This is a great opportunity for someone who enjoys accounting but also wants to work directly with clients, build relationships, and have variety in their day-to-day work.

The Client Accounting Specialist will support a portfolio of clients, managing ongoing accounting needs while also helping onboard new clients and establish organized, accurate processes.

Essential Duties & Functions

• Manage day-to-day accounting and bookkeeping activities for a portfolio of clients.
• Handle accounts payable, accounts receivable, bank and account reconciliations, and general ledger maintenance.
• Prepare journal entries and assist with month-end close.
• Support new client onboarding, including gathering financial information, setting up accounts, and establishing organized accounting processes.
• Assist with accounting cleanups and transitions for new clients.
• Communicate directly with clients to answer questions, gather information, and keep projects moving.
• Maintain accurate client records and documentation.
• Manage multiple client priorities and deadlines while providing responsive, high-quality service.
• Identify opportunities to improve processes and create an efficient, positive client experience.

Qualifications

• Previous bookkeeping, accounting, or client accounting experience.
• Working knowledge of AP, AR, reconciliations, journal entries, and general accounting processes.
• Experience with QuickBooks or QuickBooks Online strongly preferred.
• Strong communication and interpersonal skills with an interest in working directly with clients.
• Highly organized with the ability to manage multiple clients, priorities, and deadlines.
• Detail-oriented, dependable, and comfortable taking ownership of responsibilities.
• Ability and desire to learn new processes and continue developing technically.

Why Join?

• Blend of accounting and client interaction: Build relationships and become a trusted resource rather than working solely behind the scenes.
• Variety in your day: Work across multiple clients and accounting needs, from ongoing bookkeeping to onboarding and cleanup projects.
• Opportunity to grow: Continue developing your accounting skills while gaining broader exposure and responsibility.
• Make an impact: Help clients establish stronger accounting processes and provide the ongoing support they need to be successful.
• Collaborative environment: Join a team that values communication, ownership, and providing an excellent client experience.

Forge Search is built on a foundation of strong relationships, dedicated to helping clients find the essential talent needed to drive their business forward and ensure seamless operations.