Position Summary

THE FOCUS IS YOU

As a Senior Client Service Associate, you will play a key role in overseeing client accounting operations and providing financial support to clients. You will be responsible for managing client accounts and ensuring the accuracy and integrity of financial records. Your expertise in accounting principles, leadership skills, and client relationship management will contribute to the success of our client accounting services.

WHAT YOU WILL DO

Regular duties include (but are not limited to):

Client Accounting Support:

• Prepare and oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting
• Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments
• Record, review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team
• Coordinate and lead month-end and year-end close processes for client accounts
• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards
• Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
• Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management

Client Communication and Support:

• Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism
• Address client inquiries, resolve issues, and provide proactive financial guidance and support
• Understand clients' business objectives and challenges and provide strategic financial advice and recommendations
• Act as a liaison between the client and bookkeepers, whether locally or overseas

Process Improvement and Compliance:

• Identify opportunities for process improvement, automation, and efficiency within the client accounting function
• Ensure compliance with accounting principles, regulations, and client-specific requirements
• Support internal and external audits by providing requested documentation and addressing audit findings

Team Oversight

• Train new employees
• Support and field questions from Client Service Associates

WHAT WE ARE LOOKING FOR

Required education and experience

• Prior and current bookkeeping/accounting experience in public accounting, corporate or private business
• High school diploma or GED
• Thorough understanding of intermediate accounting principals
• Proficient knowledge of accounting software, Excel, Word, and PowerPoint

Preferred education and experience

• Bachelor's Degree in accounting or equivalent experience
• CPA license
• Experience with Accounting CS, QuickBooks Online, QuickBooks Desktop, Sage and/or restaurant 365

Travel required

• Limited, discretionary

WHO WE ARE

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRATIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

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