Client Service Coordinator

cbh; Orlando (FL); On-site; USD 30,000 - 40,000; Full time

Job summary

Cherry Bekaert LLP in Orlando, FL seeks a motivated Client Services Coordinator to support our accounting and bookkeeping services for multiple clients. You will manage financial records, process transactions, and ensure compliance with accounting standards while delivering strong client service.

Responsibilities include setting up QuickBooks, performing month-end closings, posting GL entries, processing payroll and payroll taxes, and conducting bank reconciliations.

Qualifications

• 1+ year of experience in a bookkeeping environment.
• Proficient with Microsoft Office, especially Excel.
• Experience setting up QuickBooks Desktop and Online.
• Ability to manage multiple responsibilities with strong client service.
• Developing project management, analytical, interpersonal and communication skills.

Responsibilities

• Assist multiple clients' accounting and bookkeeping needs.
• Set up QuickBooks and answer client questions.
• Communicate with clients daily/weekly/monthly; travel to client offices.
• Participate in month-end/quarter-end/year-end closings.
• Post and reconcile the general ledger.
• Prepare payroll and remit payroll taxes.
• Prepare property tax returns (Form 1096/1099s).
• Conduct bank reconciliations.
• Record fixed assets and depreciation.

Skills

Bookkeeping

Client service

Project management

Analytical skills

Interpersonal skills

Communication skills

Adaptability

Integrity

Education

High School Diploma

Tools

QuickBooks Desktop

QuickBooks Online

Microsoft Excel

Microsoft Office

Job description

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert LLP delivers innovative and sophisticated assurance, advisory, and tax services to our clients. Our firm is thriving and we seek a highly motivated Client Services Coordinator for our growing Orlando, FL, office.

The Client Services Coordinator supports our teams by providing bookkeeping and accounting services to our clients. Primary duties include maintaining accurate financial records, processing transactions, and ensuring compliance with relevant accounting standards and regulations. Performs data entry, copies client records, organizes data files and completes forms.

Duties and Responsibilities

• Assists with and is responsible for multiple clients' accounting and bookkeeping needs.
• Assists with setting-up QuickBooks. May answer questions from clients regarding navigating and using the software.
• Communicates with clients on a daily, weekly, and monthly basis; travels to client offices.
• Participates in month-end/quarter-end and year-end closing.
• Posts and reconciles the general ledger.
• Prepares payroll and remits payroll taxes both manually and through software applications.
• Prepares property tax returns as well as Form 1096 and 1099s.
• Conducts bank reconciliations.
• Records fixed assets and depreciation.
• Other duties as assigned.

What you bring to the role

• High School Diploma Describe type of education/degreee required. CERTIFICATION(S) REQUIRED:
• LICENSURE(S) REQUIRED:
• 1+ Experience in a bookkeeping environment (debits and credits, bank reconciliations, compilations, payroll, etc.
• Proficiency with Microsoft Office software, especially Excel.
• Experience in setting up QuickBooks Desktop and QuickBooks Online.
• Strong client service with the ability to manage multiple responsibilities.
• Developing project management, analytical, interpersonal and communication skills.
• Ability to thrive and adapt in a fast-paced, dynamic environment.
• Integrity, dependability, and trustworthiness are required.

What you can expect from us

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
• The opportunity to innovate and do work that motivates and engages you
• A collaborative environment focused on enabling you to further your career growth and continuous professional development
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
• Flexibility to do impactful work and the time to enjoy your life outside of work
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Benefits Information

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay Range

21.85-28.90

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.

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