Client Accounting Specialist

AssociaPleasanton, CA
402d$47,840 - $56,160

About The Position

The Client Accounting Specialist is a mid-level accounting support role within a centralized accounting services environment, focused on providing financial services to community associations across North America. This position involves answering inquiries, providing training, and assisting with the collections process, while ensuring accuracy and attention to detail in all accounting tasks.

Requirements

  • Ability to read, analyze, and interpret complex documents.
  • Ability to respond effectively to sensitive inquiries or complaints.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Knowledge of Generally Accepted Accounting Practices (GAAP) and Microsoft Office.
  • Understanding of AR transaction processes.
  • Ability to manage multiple entities with accuracy and attention to detail.
  • Willingness to grow and take on new projects as needed.
  • Strong working knowledge of computer systems with Microsoft Office software.
  • Ability to follow instructions and pre-established guidelines to independently perform job functions.
  • Proven organizational skills and ability to meet deadlines.
  • Proven analytical skills and ability to work in a fast-paced environment.
  • Ability to multi-task and maintain attention to detail.
  • Ability to find alternative avenues to obtain information if needed.

Responsibilities

  • Answer questions for Community Association Managers (CAM's) and Board Members regarding the Collections process.
  • Provide training and assistance to CAMs and other branch personnel regarding accounting procedures specific to the Collections Process.
  • Manage Liens and Release of Liens processes.
  • Collaborate with various personnel in all departments on issue resolution.
  • Review owner accounts for collection turnover and process paperwork to the collection agencies.
  • Research homeowner ledgers history to determine various issues.
  • Export and prepare spreadsheets for credits.
  • Update tracking worksheet for each homeowner account.
  • Maintain high attention to detail in all tasks.
  • Follow up on items in progress until completion.
  • Respond to requests in the Delinquency email box.
  • Copy, log, send, and follow up on checks received for delinquency.
  • Conduct research projects for lists of accounts.
  • Perform other accounting duties as required.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Religious, Grantmaking, Civic, Professional, and Similar Organizations

Education Level

No Education Listed

Number of Employees

10,001+ employees

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