Client Services & Bookkeeping Coordinator

C010 Cherry Bekaert Advisory LLC; Orlando (FL); On-site; USD 29,000 - 39,000; Full time

Job summary

Cherry Bekaert Advisory LLC in Orlando, FL seeks a Client Services Coordinator to support accounting and bookkeeping for multiple clients. You will set up QuickBooks, process transactions, and ensure compliance while maintaining strong client relationships.

The role involves daily to monthly client communications, data entry, and assisting in payroll and tax-related tasks within a fast-paced environment.

Qualifications

• High School Diploma required.
• 1+ year experience in bookkeeping or related role.
• Proficiency with Microsoft Office, especially Excel.
• Experience setting up QuickBooks Desktop and QuickBooks Online.
• Strong client service skills and ability to manage multiple tasks.

Responsibilities

• Assist multiple clients with accounting and bookkeeping needs.
• Assist with setting up QuickBooks for clients.
• Answer client questions regarding software usage.
• 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 using software.
• Prepare property tax returns and Form 1096/1099s.
• Conduct bank reconciliations.
• Record fixed assets and depreciation.
• Other duties as assigned.

Skills

Bookkeeping

QuickBooks Desktop

QuickBooks Online

Excel

Client service

Multitasking

Education

High School Diploma

Tools

Microsoft Office

Job description

Cherry Bekaert Advisory LLC in Orlando, FL seeks a Client Services Coordinator to support accounting and bookkeeping for multiple clients. You will set up QuickBooks, process transactions, and ensure compliance while maintaining strong client relationships.

The role involves daily to monthly client communications, data entry, and assisting in payroll and tax-related tasks within a fast-paced environment.