Client Accountant

Precise MGMT

About The Position

Client Accountants are members of our onboarding and accounting team. The role primarily involves welcoming and guiding new clients through the onboarding process, ensuring they are seamlessly integrated into our systems and services. You will be responsible for reviewing client information, assessing their financial needs, and working closely with our accounting and advisory teams to develop customized financial solutions.

Requirements

Bachelor's degree in accounting, finance, business, or a related field
Proven experience in accounting, client onboarding, financial advisory, or related roles.
Strong knowledge of accounting principles
Excellent communication and interpersonal skills.
Analytical and problem-solving abilities.
Knowledge of financial software and tools.
Understanding of regulatory compliance in the financial industry.
Strong organizational and project management skills.
Client relationship management
Financial analysis
Compliance and regulatory knowledge
Effective communication
Problem-solving
Financial software (QuickBooks Online), proficiency
Risk assessment
Project management
Team Collaboration

Nice To Haves

master’s degree or professional certifications, such as CPA are a plus

Responsibilities

Conduct in-depth interviews with clients to understand their financial goals, objectives, and requirements.
Ensure that all necessary compliance and legal requirements are met, including the collection and verification of client identification and financial documentation.
Set up client accounts in our financial systems, ensuring the accuracy and completeness of client information.
Perform an initial financial analysis to evaluate the client's current financial situation and identify areas where our services can add value.
Follow client onboarding plans, including timelines, milestones, and key activities.
Maintain accurate records of client interactions, agreements, and financial plans.
Meet with clients to discuss ongoing issues and review their financial reports with them periodically.
Seamlessly transition clients from the onboarding phase to ongoing account management. Including making sure the client’s work is clean and up to date prior to transitioning to the accounting team.
Collaborate with our accounting, financial planning, and administrative teams to provide comprehensive support to clients.
Identify opportunities to cross-sell additional services or upsell existing services to enhance the client's financial well-being.
Collaborate with our offshore accounting and advisory teams to develop tailored financial solutions based on the client's needs and goals.