Client Accounting Services Supervisor
Are you an experienced accounting professional with a passion for client service and expertise in financial reporting, tax preparation, and bookkeeping? Do you excel in a collaborative setting and enjoy guiding team members while delivering valuable insights to clients?
In this role, you will manage client engagements, supporting comprehensive accounting services across financial analysis, tax, and bookkeeping. Partnering closely with tax and audit teams, you’ll ensure quality client outcomes while supervising and mentoring associates.
Responsibilities:
- Develop a deep understanding of client operations, building strong relationships to address questions and support cross-service opportunities.
- Document and analyze work, promptly identifying and resolving engagement issues.
- Recognize and support business growth opportunities by developing proposals, budgets, and service quotes.
- Supervise and mentor team members, fostering their technical and professional growth.
- Collaborate on engagement tasks, including:
- Performing in-depth financial statement analysis
- Automating transaction imports to accounting software, reconciling accounts
- Preparing month-end close entries, payroll reports, and tax filings
- Assisting with quarterly and annual reporting and analyzing financial statements for accuracy
- Reviewing less complex tax returns for individuals and businesses
Skills:
- Strong project management and organizational abilities with attention to detail.
- Proficiency in QuickBooks and accounting software, with familiarity in accrual-based accounting.
- Solid understanding of financial activity analysis, client budgeting, and accounting best practices.
- Effective communicator, skilled in adapting to dynamic client needs.
Preferred Experience and Certifications:
- Bachelor's degree in Accounting, with 6+ years in client accounting services and tax preparation.
- QuickBooks Pro Advisor and CPA certification (or active pursuit of certification).
- Enrolled Agent certification is a plus.
- Proficiency in Microsoft Office Suite and familiarity with ProSystem fx Tax, Engagement, and other accounting software.
Talento Human Capital Management is an equal opportunity employer people are at the center of what we do! Our organization continues to thrive through our ongoing commitment to building an inclusive and diverse workforce from different backgrounds and perspectives.
People + Passion + Perseverance = Progress.
About Talento:
Talento Human Capital Management provides talent and organizational solutions enabling businesses to evolve beyond tactical human resources management. Our footprint spans across the US Latin America and Asia.
