Multi-Client Accounting Specialist (CPA Firm)

Ledgent-Finance-; Clearwater (FL); On-site; USD 28,000 - 39,000; Full time

Job summary

Ledgent-Finance- is seeking an experienced Accounting Specialist to support a CPA firm with diverse client accounting needs. You will handle bookkeeping, AP, payroll support, tax filings, and monthly write-ups across multiple clients in a collaborative environment.

The role emphasizes accuracy, attention to detail, and the ability to learn new software. Prior CPA or public accounting experience is preferred, with flexibility during peak tax periods.

Qualifications

• Prior experience working in a CPA firm, accounting firm, or tax office is required.
• 2+ years of accounting, bookkeeping, or client accounting services experience preferred.
• Strong understanding of general ledger accounting, accounts payable, reconciliations, and financial statements.
• Experience performing accounting write-ups and maintaining client bookkeeping records.
• Knowledge of payroll processing and sales/payroll tax filings is preferred.
• Proficiency with Microsoft Office Suite, particularly Excel, Word, and Outlook.
• Experience with QuickBooks and other accounting software is preferred.
• Ability to learn new systems, software applications, and accounting procedures quickly.
• Strong attention to detail and organizational skills.

Responsibilities

• Manage full-cycle accounts payable functions for multiple clients, including invoice processing, coding, approval tracking, and payment preparation.
• Perform monthly and quarterly accounting write-ups, including bank reconciliations, adjusting journal entries, and preparation of financial reports.
• Maintain and reconcile general ledger accounts to ensure accurate financial reporting.
• Assist with client bookkeeping and month-end close activities.
• Prepare and file sales tax returns and assist with payroll tax filings as needed.
• Process payroll and maintain payroll-related records for client accounts.
• Reconcile bank, credit card, loan, and balance sheet accounts.
• Review client financial records and identify discrepancies requiring follow-up.
• Assist with year-end accounting and tax preparation support.
• Communicate professionally with clients regarding accounting records, missing documentation, and account-related inquiries.
• Support partners and staff with special projects, reports, and administrative accounting functions.
• Maintain organized electronic files and documentation in accordance with firm procedures.
• Learn and utilize firm tax and accounting software platforms effectively.

Skills

Attention to detail

Client communication

Time management

Analytical skills

Tools

Excel

QuickBooks

Job description

Ledgent-Finance- is seeking an experienced Accounting Specialist to support a CPA firm with diverse client accounting needs. You will handle bookkeeping, AP, payroll support, tax filings, and monthly write-ups across multiple clients in a collaborative environment.

The role emphasizes accuracy, attention to detail, and the ability to learn new software. Prior CPA or public accounting experience is preferred, with flexibility during peak tax periods.