Senior Client Accounting Lead, QuickBooks Online Expert

The-Forge-Companies; Alpharetta (GA); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

Abacus Advisors, LLC in Alpharetta, GA, seeks a Senior Account Manager to oversee daily bookkeeping and client accounting services for a portfolio of complex clients, including bill pay, AR, reconciliations, and monthly close. Strong QuickBooks Online proficiency required.

You will serve as a trusted resource, maintain accurate records, and collaborate with Relationship Managers to deliver insights and improvements in client accounting workflows.

Qualifikationen

• Bachelor's degree in Accounting, Finance, or related field.
• 5–7 years of bookkeeping or accounting experience.
• Advanced proficiency in QuickBooks Online required.

Aufgaben

• Manage and coordinate bookkeeping and accounting services for a portfolio of complex clients.
• Review and approve bill pay, settlement support, AR support, and other accounting-related services.
• Ensure timely completion of monthly bookkeeping activities.
• Perform advanced client cost reconciliations and maintain supporting documentation.
• Maintain client working files and ensure records are complete and organized.
• Communicate directly with clients regarding accounting matters, financial reports, and bookkeeping questions.
• Identify and escalate significant changes in client business activity.
• Provide updates and feedback to Relationship Managers regarding client accounting matters.
• Participate in annual client reviews and provide relevant financial insights and recommendations.
• Demonstrate advanced knowledge of accounting principles and QuickBooks Online.
• Execute ongoing client work within the Client Project Module.
• Support annual 1099 reporting projects.
• Collaborate with the Accounting Manager and other Senior Account Managers to improve processes, efficiency, and overall team performance.
• Maintain a high level of accuracy, organization, and responsiveness while managing multiple priorities.

Kenntnisse

Client management

Communication

Organizational

Attention to detail

Multitasking

Analytical thinking

Ausbildung

Bachelor's degree in Accounting/Finance

Tools

QuickBooks Online

Microsoft Office

Jobbeschreibung

Abacus Advisors, LLC in Alpharetta, GA, seeks a Senior Account Manager to oversee daily bookkeeping and client accounting services for a portfolio of complex clients, including bill pay, AR, reconciliations, and monthly close. Strong QuickBooks Online proficiency required.

You will serve as a trusted resource, maintain accurate records, and collaborate with Relationship Managers to deliver insights and improvements in client accounting workflows.