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LJB CPA

Senior Accountant - Client Accounting Services

Full-Time
No salary listed
Mid, Senior
Bachelor's
Dallas, TX, USA
In Person
AccountingFinancial Accounting

About the job

Requirements
  • A Bachelor's degree in Accounting, Finance, or a related field.
  • Four to seven years of experience in client accounting services, bookkeeping, or public accounting.
  • A solid understanding of generally accepted accounting principles and accounting best practices.
  • The ability to communicate complex financial data in client-friendly language.
  • The ability to manage multiple clients professionally.
  • The ability to mentor and motivate other team members.
Responsibilities
  • Lead month-end and year-end close processes for multiple clients with limited oversight.
  • Review and reconcile complex accounts and bank statements.
  • Oversee full-cycle Accounts Payable and Accounts Receivable, resolve discrepancies, and mentor junior team members.
  • Maintain and review general ledgers to ensure the integrity and accuracy of financial data.
  • Prepare and present detailed financial statements, management reports, and client dashboards.
  • Guide clients through budgeting, forecasting, and cash flow planning.
  • Identify and recommend process improvements and system enhancements to improve client operations.
  • Serve as a strategic resource for clients by providing analysis, answering questions, and offering meaningful financial insights.
  • Support Certified Public Accountant partners with financial reviews, audits, and tax planning.
  • Mentor and review the work of junior staff or bookkeepers as needed.
Desired Qualifications
  • Experience working at a Certified Public Accountant firm or in a multi-client environment.
  • Experience helping mission-driven businesses thrive.
  • Enjoyment of building relationships and contributing to clients' success.

About the company

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