Part time Accounting Specialist - Client Facing

Looking for flexibility, independence, and an opportunity to grow beyond traditional bookkeeping?

Pooley Accounting Services is seeking a part-time Accounting Specialist to support our clients with day-to-day accounting while gaining exposure to higher- level financial insights and client interactions.

This role is ideal for someone who enjoys working with clients, takes pride in clean and accurate financials, and wants to continue developing their skills in a supportive, growth-focused environment.

About Us

Since 2007, Pooley Accounting Services has provided accounting support and advising to small businesses, nonprofit organizations, and individuals. Our continued growth is driven by our commitment to accuracy, strong client relationships, and practical financial support. 

Position Overview

Our Accounting Specialists play a key role in supporting multiple clients with their day-to-day accounting while also serving as a client-facing resource. This position blends hands-on bookkeeping with client communication and financial review support.

This role is ideal for someone who is confident in managing accounting tasks independently, enjoys working directly with clients, and is interested in growing their skills beyond transactional work into more insight-driven support.

Key Responsibilities

Client Communication & Relationship Development

• Build and maintain strong client relationships through professional, responsive communication 
• Serve as a point of contact for day-to-day accounting questions and support 
• Participate in client meetings and follow up via phone and email 
• Understand client needs and provide timely, effective solutions 
• Identify and proactively address potential issues, discrepancies, or missing information 
• Support clients in understanding their financial information and maintaining organized processes 

Accounting & Financial Operations (Core Growth Exposure)

• Perform bookkeeping and accounting functions, primarily using QuickBooks 
• Manage bill pay, expense tracking, and online banking activities 
• Reconcile bank and credit card accounts and ensure accuracy of financial records 
• Prepare financial data for tax preparation, reporting, and audit support 
• Review and support client-managed bookkeeping for accuracy and consistency 
• Research and troubleshoot accounting and financial-related issues 
• Gain exposure to financial review processes and support higher-level accounting insights 

Workflow Management, Ownership & Professional Growth

• Manage assigned client workload with a high level of ownership, including scheduling, deadlines, and prioritization 
• Deliver accurate, timely, and high-quality work across multiple clients 
• Track and report billable hours and client-related activities 
• Maintain organized and up-to-date client documentation 
• Manage internal and client email communications and follow-ups 
• Attend team meetings and collaborate on client needs and solutions 
• Contribute to improving internal processes and workflows 
• Continuously develop skills and take on increasing responsibility as experience grows 

This role is designed for someone looking to grow beyond traditional bookkeeping into more client-facing and insight-driven accounting work over time.

What Makes You Successful in This Role

• Highly organized and process-driven
• Analytical thinker who enjoys working with data
• Strong follow-through and attention to detail
• Client-focused with a service mindset
• Self-motivated and comfortable working independently
• Skilled at problem-solving and digging into complex issues
• Diplomatic communicator who handles situations professionally
• Proactive and clear communication

Requirements

• Accounting or business-related experience 
• 3-5 years of hands-on QuickBooks experience
• Experience with Zoho, Xero, and Slack a plus
• Strong computer skills (Microsoft Office, internet tools)
• Ability to pass a background check
• Verifiable professional references
• Reliable transportation for occasional local client visits

Schedule & Work Environment

• Flexible hours
• Combination of remote work and on-site client visits (St. Louis metro area)
• Monthly staff meetings (including periodic in-person meetings)

Compensation & Benefits

• Starting at $26 per hour (based on experience)
• Compensation includes billable time, some travel time, and administrative time
• IRA/retirement program with 3% company match
• Growth Opportunity 

How to Apply

To arrange a confidential interview, please submit:

•  Resume
•  Cover letter explaining why you’re a strong fit

Send to: sharons@pooleyacctg.com - All resumes with cover letters will be reviewed.

Learn more about us: website: www.pooleyacctg.com