What are the responsibilities and job description for the QuickBooks Training & Client Solutions Specialist position at Adams Samartino & Co., P.C.?
QuickBooks Training & Client Solutions Specialist
Adams Samartino & Co., P.C.
Job Types: Full-Time or Part-Time
Pay: $35.00–$45.00 per hour, depending on qualifications and experience
Schedule: Monday–Friday
Work Location: Bristol, CT, with occasional travel to client locations in Connecticut
About Us
Adams Samartino & Co., P.C. is a well-established public accounting firm serving individuals and businesses throughout Connecticut. We are seeking an experienced QuickBooks Training & Client Solutions Specialist to join our Outsourcing Department.
This is a specialized, client-facing position for someone with advanced QuickBooks expertise. The ideal candidate understands how accounting processes and technology work together and can help business owners and accounting staff setup and use QuickBooks more effectively.
This position focuses primarily on QuickBooks training, consulting, troubleshooting, setup, implementation, and optimization. The successful candidate will work directly with clients to understand their needs, develop practical solutions, and provide the training and guidance necessary to help them become more confident and efficient QuickBooks users.
If you enjoy teaching, solving problems, working directly with clients, and finding better ways to use accounting technology, we'd like to hear from you.
Responsibilities include, but are not limited to:
- Serve as a QuickBooks and accounting technology resource for clients and internal staff.
- Provide individualized and group training on QuickBooks Online and QuickBooks Desktop, accounting workflows, reporting, and best practices.
- Assist clients with QuickBooks setup, implementation, conversion, cleanup, customization, and optimization.
- Troubleshoot complex QuickBooks and accounting technology issues and develop practical solutions.
- Review client accounting processes and recommend improvements to increase efficiency, accuracy, and usability.
- Provide ongoing client support and serve as a trusted advisor on QuickBooks and accounting technology.
- Develop training materials, procedures, and resources for clients and internal staff.
- Mentor and support team members with QuickBooks and accounting technology questions.
- Assist with evaluating and implementing third-party accounting applications and integrations.
- Manage QuickBooks-related client projects from initial assessment through implementation and training.
- Travel to client locations in Connecticut as needed and assist with other client service and firm projects.
Qualifications
Required:
- Experience with QuickBooks Desktop and QuickBooks Online.
- QuickBooks ProAdvisor Certification.
- 1–3 years of bookkeeping or accounting experience.
- Experience processing payroll and preparing payroll tax filings.
- Experience preparing 1099 forms.
- Strong Microsoft Excel, Word, and Outlook skills.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple client engagements while meeting deadlines.
- Reliable transportation and willingness to travel to client locations in Connecticut.
Preferred:
- Associate degree in Accounting, Finance, or a related field.
- Experience working in a public accounting firm or serving multiple small business clients.
Benefits
Benefits for eligible full-time employees include:
- Health Plan
- Paid time off
- Paid holidays
- Retirement plan
Equal Employment Opportunity
Adams Samartino & Co., P.C. is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to any characteristic protected by applicable federal, Connecticut, or local law. Reasonable accommodations will be provided to qualified individuals with disabilities throughout the application and employment process.
Job Types: Full-time, Part-time
Pay: $35.00 - $45.00 per hour
Work Location: In person
Salary : $35 - $45