Senior – Client Accounting Services

Senior, Client Accounting Services

Position Overview

The Senior, Client Accounting Services, working under the direction of the Client Accounting Service Senior Manager, plans, coordinates, and delivers client engagements efficiently, effectively, and accurately; develops and maintains strong client relationships; and supervises and mentors associate-level staff. The Senior, Client Accounting Services is expected to prioritize developing their leadership skills and growing their technical expertise.

Duties and Responsibilities

Engagement Delivery

Compiles, processes, and maintains accounts payable, accounts receivable, and payroll records for multiple clients.
Prepares fully documented trial balances, manages payroll taxation, and handles sales and use taxation, including Transaction Privilege Tax.
Completes variance analysis of income statements, explains significant variations, and properly capitalizes improvements versus expensing repairs and maintenance.
Understands various bases for accounting and when to apply each and develops a detailed understanding of client systems.
Drafts effective client correspondence and reports for review by supervisors and managers.
Understands materiality, ensuring most effective use of time.
Consistently and appropriately communicates with partners, managers, and staff regarding engagement planning, workflow, and progress.

Practice Improvement and Team Support

Recommends and supports implementation of practice development initiatives, including new software implementation and process improvement—within the Client Accounting Services team and for clients—to improve and streamline workflow and delivery.
Participates in training of Client Accounting Services team members R&A personnel and assists in developing training programs and materials.
Identifies opportunities for additional client projects or engagements, communicates these opportunities to partners or managers, and presents to current or prospective clients.
Participates in networking opportunities to help grow R&A’s visibility in the community and grow revenues.
Provides ongoing feedback to staff and delegates work to associates in a supportive and constructive manner.
Provides recommendations on firm business and process improvements. Fosters and encourages the career growth of associates, shares credit for team accomplishments, and accomplishments and adopts a coaching attitude to assist less -experienced staff.
For team and firm efficiency, enters and releases time daily, and communicates with the front desk regarding out-of-office time due to client meetings, PTO, etc.

Knowledge, Skills, and Abilities

Knowledge of or ability to learn firm software and services.
Confidence to support R&A in business development activities.
Strong client support and relationship management abilities.
Excellent analytical, technical, time management, communication, active listening, collaboration, and quality management skills.
Knowledge of US GAAP, GAAS, and GAGAS rules and standards.
Strong skills in Microsoft Word and Excel; experience with accounting software is a plus.
Learns, understands, and demonstrates high ethical standards and firm values in all interactions and engagement delivery.
Models Ideal Team Player attributes: Humble, Hungry, Smart.
Indicates willingness and eagerness to take on challenging tasks when necessary.
Ability to work additional hours as needed and to travel up to 25 percent to client sites.

Experience Requirements

Three years of experience in client advisory services in a medium-to-large public accounting firm or equivalent.
Bachelor’s degree in accounting or a related field is preferred.
QuickBooks Online ProAdvisor Certification preferred or to be obtained within the first six months of employment.