Client Services//Accounting Assistant

K&R Staffing HR Consulting LLC • Ocean Springs, MS

3d

About The Position

The Client Services & Accounting Assistant serves as the first point of contact for clients while providing essential accounting and payroll support to the firm. This role combines front desk responsibilities with hands-on accounting assistance, requiring strong customer service skills, attention to detail, and working knowledge of QuickBooks. The ideal candidate is organized, professional, and comfortable supporting multiple clients in a fast-paced CPA firm environment.

Requirements

• Previous experience in an accounting, bookkeeping, or CPA firm environment preferred
• Working knowledge of QuickBooks (required)
• Basic understanding of accounting principles and payroll processes
• Strong customer service and communication skills
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Excellent organizational skills and attention to detail
• Ability to manage multiple tasks and prioritize effectively

Nice To Haves

• Experience with payroll systems and multi-client environments
• Associate’s degree in Accounting, Business, or related field
• Prior client-facing or front desk experience

Responsibilities

• Greet clients and visitors in a professional and friendly manner
• Answer and direct incoming phone calls and emails
• Schedule client appointments and manage calendars
• Maintain client records and ensure accurate documentation
• Handle incoming and outgoing mail, scanning, and filing
• Assist with data entry and transaction posting in QuickBooks
• Support payroll processing and payroll-related reporting
• Help prepare invoices, billing statements, and client reports
• Reconcile bank and credit card statements as needed
• Organize and maintain financial documents for accountants and CPAs
• Assist with general office administration and organization
• Support accountants with special projects and deadlines
• Maintain confidentiality of client financial and personal information

Benefits

• Professional and supportive work environment
• Opportunity to gain experience in a CPA firm
• Training and growth opportunities
• Competitive pay based on experience

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree