Client Accounting & Operations Specialist

Job Summary

The Client Accounting & Operations Specialist supports both client accounting services and firm-wide administrative functions in a fully remote environment. This role works across multiple client portfolios, handling core bookkeeping responsibilities while also helping maintain efficient day-to-day operations of a virtual office.

This position requires someone who is highly organized, comfortable working independently, and able to balance multiple priorities while staying responsive to both clients and team members.

Key Responsibilities

Client Accounting & Bookkeeping

• Maintain bookkeeping for multiple client accounts
• Perform bank and credit card reconciliations, journal entries, and general ledger maintenance
• Assist with monthly and quarterly financial reporting
• Support tax preparation by organizing and compiling client financial data
• Communicate with clients to request information and resolve questions
• Identify discrepancies and proactively follow through to resolution

Administrative & Remote Operations

• Provide day-to-day administrative support in a remote environment (scheduling, email coordination, document management)
• Maintain clean, organized, and up-to-date digital client files
• Assist with onboarding new clients, including system setup and data migration
• Help coordinate internal workflows and deadlines using project management tools

Client Portfolio Support

• Act as a point of contact for assigned clients on bookkeeping and administrative matters
• Track deadlines and ensure deliverables are completed on time across multiple engagements
• Maintain consistent, professional communication in a virtual setting

Qualifications

• 2–4 years of experience in a CPA firm or similar environment managing multiple clients
• Strong bookkeeping skills, including reconciliations and financial reporting
• Prior experience working remotely or in a hybrid setting preferred
• CPA firm experience is a plus
• Proficiency in accounting and tax software (QuickBooks, Drake, UltraTax, Canopy, or similar)
• Comfortable working with cloud-based tools (Microsoft 365, Google Workspace, project management systems)
• Strong organizational skills with the ability to manage multiple priorities independently
• Clear and professional communication skills

Work Environment

• Fully remote position
• Must have a dedicated workspace and reliable high-speed internet
• Expected to maintain confidentiality, professionalism, and consistent productivity
• Daily use of video conferencing and digital communication tools

Preferred Skills

• Exposure to tax preparation support
• Familiarity with workflow automation and document management systems
• Ability to adapt quickly and manage shifting priorities

Work Schedule

• Full-time with flexible scheduling
• General availability Monday–Friday
• Must be available during core hours (9:00 AM – 3:00 PM CST) for collaboration and client communication
• Flexibility to work outside core hours as needed to meet deadlines - especially during peak tax season - some overtime may be required.

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• Paid time off

Work Location: Remote