Client Accounting Specialist

Korhorn Financial Group Inc • Granger, IN

7d

About The Position

Korhorn Financial Group is seeking a relationship-driven Client Accounting Specialist to serve small business clients through accurate financial reporting, proactive accounting guidance, and exceptional client service. The role combines accounting expertise, client relationship management, and business consulting in a collaborative team environment, helping business owners gain clarity, improve operations, and make informed decisions.

The specialist meets with prospective clients, presents proposals and service agreements, advises assigned clients, leads onboarding, and supports QuickBooks Online setup and ongoing use. The role also maintains accounting records, handles accounts payable and bill payments, reconciles accounts, prepares and files Sales and Use Tax returns, and prepares monthly financial statements and supporting reports. Additional work includes coaching clients, recommending process improvements, reviewing accounting work, cross-training in payroll, supporting team members, and participating in professional development and firm initiatives.

Requirements

• Strong working knowledge of QuickBooks Online, Microsoft Office, and other business software applications.
• Solid understanding of monthly and year-end accounting processes.
• Excellent verbal and written communication skills.
• Ability to manage multiple clients, priorities, and deadlines while maintaining accuracy.
• Strong attention to detail and commitment to outstanding client service.
• Confidence coaching clients toward improved accounting processes and financial practices.
• Ability to navigate difficult conversations professionally, tactfully, and empathetically.
• Self-motivated, able to work independently, and willing to take ownership of responsibilities.
• Collaborative team player who values communication, accountability, and continuous improvement.
• Professionalism, integrity, and commitment to KFG's core values.
• Ability to satisfy applicable background screening requirements for handling confidential financial information and client records.
• Ability to perform essential job functions with or without reasonable accommodation.

Nice To Haves

• Bachelor's degree in Accounting, Finance, Business, or a related field; equivalent professional experience will be considered.
• Three or more years of accounting, bookkeeping, client accounting services, or related experience.
• QuickBooks ProAdvisor certification, or ability to obtain certification after hire.

Responsibilities

• Meet with prospective clients to understand their accounting needs and business goals, and present proposals and service agreements.
• Serve as a trusted advisor to assigned accounting clients by providing responsive, professional, and personalized service.
• Assist clients with accounting policies, procedures, best practices, and accounting-related questions or issues.
• Lead onboarding for new clients, establish secure access to financial information and systems, document workflows, and resolve issues in existing accounting records.
• Assist clients with QuickBooks Online setup, optimization, training, and ongoing support.
• Maintain accurate accounting records using QuickBooks Online and related software platforms.
• Process client accounts payable transactions and bill payments.
• Reconcile bank accounts, credit card accounts, loans, and other balance sheet accounts.
• Prepare and file Sales and Use Tax returns.
• Prepare monthly financial statements and supporting reports for client review.
• Help clients organize financial records for tax planning and compliance activities.
• Recommend process improvements to enhance financial reporting, accuracy, and operational efficiency.
• Review accounting work completed by junior team members or clients and provide coaching and feedback when appropriate.
• Stay current on accounting best practices, technology, and regulatory changes affecting clients.
• Cross-train in payroll processing and provide backup support when needed.
• Support team members during absences and periods of increased workload.
• Participate in departmental meetings, firm-wide initiatives, professional development, quarterly projects, and strategic initiatives.
• Maintain required certifications and continuing education, including QuickBooks ProAdvisor certification.
• Perform other duties as assigned.

Benefits

• Paid time off
• 401(k) retirement plan
• Financial planning services
• Employee ownership opportunities
• Comprehensive benefits package
• Ongoing professional development and certification support

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed