Client Finance Bookkeeper: Billing & Reconciliation

ESTEEMED LIFE SOLUTIONS LLC; Phoenix (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

ESTEEMED LIFE SOLUTIONS LLC is seeking a Client Finance Bookkeeper in Phoenix, Arizona, responsible for daily financial operations and client billing. The role involves maintaining accurate financial records, processing transactions, and supporting fiduciaries.

The ideal candidate should have an associate or bachelor’s degree in Accounting or Finance, with 2–3 years of relevant experience. Proficiency in accounting software like Clio and QuickBooks is essential, alongside strong organizational skills.

Qualifications

• Minimum of 2–3 years of bookkeeping or accounting experience.
• Fiduciary, trust, or client-based finance experience preferred.
• Demonstrated attention to detail and timely follow-through.

Responsibilities

• Prepare and process client billing in accordance with company procedures.
• Reconcile client bank and investment accounts monthly.
• Ensure compliance with fiduciary, legal, and internal standards.

Skills

Proficiency with accounting and billing software (e.g., Clio, QuickBooks, Excel)

Strong organizational and analytical skills

Excellent communication and problem-solving abilities

Accuracy and attention to detail

Ability to manage multiple priorities

Education

Associate or bachelor’s degree in Accounting, Finance, or related field preferred

Job description

ESTEEMED LIFE SOLUTIONS LLC is seeking a Client Finance Bookkeeper in Phoenix, Arizona, responsible for daily financial operations and client billing. The role involves maintaining accurate financial records, processing transactions, and supporting fiduciaries.

The ideal candidate should have an associate or bachelor’s degree in Accounting or Finance, with 2–3 years of relevant experience. Proficiency in accounting software like Clio and QuickBooks is essential, alongside strong organizational skills.