Flexible-Schedule Client Accounting Specialist

Dan Carter Advisors CPA PLC; Wyoming (MI); On-site; USD 42,000 - 66,000; Part time

Job summary

Dan Carter Advisors is seeking an experienced Client Accounting Specialist to join our growing CPA firm. In this client-facing role, you will provide recurring accounting services to multiple closely held businesses, prepare meaningful financial reports, assist with annual financial statements and income tax returns, and help clients address their day-to-day accounting needs.

This position may be structured as either part-time or full-time, depending on the successful candidate’s interests and

Qualifications

• At least three years of experience in accounting, tax, or bookkeeping.
• Associate degree in accounting or related field; bachelor’s degree preferred/in progress.
• Experience with QuickBooks Online or another cloud-based accounting platform.
• Strong understanding of journal entries, accounts payable, accounts receivable, payroll, and financial reporting.
• Client-service mindset and the ability to communicate clearly and professionally.
• Ability to work independently, manage deadlines, and follow through on responsibilities.
• Strong attention to detail, organizational skills, and problem-solving ability.
• Experience in a public accounting or multi-client environment is a plus.

Responsibilities

• Manage monthly accounting responsibilities for multiple clients
• Prepare & post adjusting journal entries
• Prepare accurate monthly financial & management reports
• Process some payroll (as needed by client mix)
• Monitor & manage accounts receivable balances
• Assist with the preparation of annual financial statements & income tax returns
• Review & support work completed by other accounting staff
• Respond to client questions timely, with professionalism & sound judgment
• Identify opportunities to improve internal processes & client deliverables

Skills

Client-facing

Communication

Time management

Education

Associate degree in accounting

Bachelor’s degree in progress

Tools

QuickBooks Online

Job description

Dan Carter Advisors is seeking an experienced Client Accounting Specialist to join our growing CPA firm. In this client-facing role, you will provide recurring accounting services to multiple closely held businesses, prepare meaningful financial reports, assist with annual financial statements and income tax returns, and help clients address their day-to-day accounting needs.

This position may be structured as either part-time or full-time, depending on the successful candidate’s interests and