What are the responsibilities and job description for the Client Accounting Specialist position at Gatewood Wealth Solutions?
The Client Accounting Specialist is responsible for delivering accurate, timely, and high-quality financial support to small and medium-sized business clients. This role requires a detail-oriented professional with strong organizational abilities, proven accounting experience, and the capacity to manage a wide range of client-facing and administrative responsibilities. As a key member of a growing startup, the ideal candidate is adaptable, proactive, and comfortable taking ownership of multiple tasks in a dynamic and evolving environment.
This position plays a critical role in supporting day-to-day accounting operations, maintaining strong client relationships, and ensuring compliance with reporting deadlines. The Client Accounting Specialist will also support internal operations by assisting with administrative functions, processing electronic filings, and helping onboard new staff as the team expands. A willingness to learn new software and embrace new technologies is essential to thrive in this role.
Key Responsibilities
Accounting Responsibilities
- Perform full-cycle accounting tasks, including bank and credit card reconciliations, journal entries, and general ledger maintenance
- Manage accounts payable and accounts receivable processes for multiple clients
- Process payroll and prepare quarterly payroll reports in compliance with federal, state, and local regulations
- Prepare and file sales tax returns and other regulatory submissions
- Generate accurate financial reports, including profit and loss statements and balance sheets
- Support delinquent account management and assist with collections activities
- Utilize QuickBooks Online and QuickBooks Desktop proficiently to handle day-to-day accounting tasks
- Ensure accuracy, organization, and consistency across all client financial records
Administrative & Client Support Responsibilities
- Serve as a primary point of contact for clients, providing responsive, professional communication and status updates
- Assist in processing tax returns
- Submit electronic filings (e-files), track confirmations, and maintain documentation
- Organize and maintain client files, records, and compliance-related documents
- Support onboarding of new clients, including gathering information, setting up accounts, and coordinating communication
- Assist with onboarding and training of new team members as the company grows
- Contribute to internal process improvement by identifying ways to streamline tasks and enhance efficiency
- Minimum of 3 years of experience in accounting, finance, or a related professional role
- Proficiency in QuickBooks Online and QuickBooks Desktop
- Strong understanding of full-cycle accounting and financial reporting
- Exceptional attention to detail and ability to maintain accuracy under tight deadlines
- Excellent communication and interpersonal skills, with the ability to provide client-facing support
- Highly organized, self-motivated, and capable of managing multiple clients simultaneously
- Strong problem-solving abilities and a proactive approach to identifying issues and solutions
- Adaptability and willingness to learn new software platforms and evolving technologies
- Experience working in a startup environment is a plus but not required
Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.
