Senior Client Accountant
We are seeking an experienced and ambitious Senior Client Accountant to join our dynamic public accounting firm. The ideal candidate will have a strong background in bookkeeping and accounting, with the ability to manage multiple client accounts simultaneously. This role requires a combination of technical expertise, client relationship skills, and a willingness to travel locally for client visits. We are looking for someone who is not only skilled in the role but also eager to grow professionally and contribute to the expansion of our client services. Key Responsibilities:
- Manage bookkeeping and accounting functions for a diverse portfolio of clients
- Prepare and review financial statements, including balance sheets, income statements, and cash flow statements
- Reconcile bank and credit card accounts
- Process accounts payable and accounts receivable
- Manage payroll processing and related tax filings
- Assist with month-end and year-end closing procedures
- Provide guidance on accounting software and systems to clients
- Conduct regular local client visits to review financials, provide insights, and maintain strong client relationships
- Provide clients with recommendations for process improvements
- Collaborate with internal team members and other departments as needed
- Stay current with accounting standards, tax regulations, and best practices
- 5+ years of experience in bookkeeping or accounting, preferably in a public accounting firm or client services environment
- Strong proficiency in accounting and payroll software (e.g., QuickBooks Online, Xero, Sage, or similar platforms)
- Excellent knowledge of GAAP and financial reporting standards
- Bachelor's degree in Accounting, Finance, Business or related field
- Bookkeeping certification (e.g., Certified Bookkeeper) is a plus
- QuickBooks Online (QBO) certification is preferred for enhanced proficiency in managing client accounts efficiently
- Exceptional attention to detail and accuracy
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to manage multiple clients and prioritize tasks effectively
- Willingness and ability to travel within the Greater Philadelphia area for frequent client visits
- Ambitious and motivated to grow professionally, with a desire to take on additional responsibilities and contribute to the development of our client accounting services department. (NOTE: This position is not geared towards those who are “pleasantly plateaued” in their career).
- Valid driver's license and reliable transportation for client visits
- Flexibility to occasionally work extended hours during peak periods
- Commitment to maintaining client confidentiality and professional ethics
- Fully paid medical dental and vision insurance by the firm effective first day
- Generous monetary contributions to HSA account by the firm (if enrolled in HSA plan)
- Employer paid life insurance (2x salary)
- Monthly cell phone stipend of $50
- 401(k) plan and 50% employer match up to 10% of salary - eligible to contribute first day of employment
- HSA, FSA, 529 plans, and Supplemental Disability plans
- Tuition, professional dues, and fees reimbursement
- Client and employee referral bonus program
Fridays OFF in the summer from Memorial Day to Labor Day (32 hour work week)
- Generous PTO days and paid holidays
- Casual attire and atmosphere
- Employee Assistance Program
- We feed you (even if you aren’t hungry)
- Looking for a place where open communication, streamlined processes and accountability matter? Look no further. We run on EOS® .
- We offer all our employees the opportunity for extensive training and professional development coaching, team bonding, wellness and volunteer activities throughout the year.
- We live by our values…interested in finding out what they are? Apply now!
Haefele Flanagan is an Equal Opportunity Employer.
Haefele Flanagan recognizes the value of diversity and is committed to creating an inclusive environment. Come join us and help build our community.
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