A Client Accountant reports to the Tax and Audit Manager and is responsible for rendering bookkeeping and basic tax reporting services. While the duties vary based on the accounting needs of the company, the following common duties are identified on the Client Accountant Resume – building a strong relationship with clients, effectively documenting work, identifying and communicating client and engagement issues and progress in an organized manner, preparing bank reconciliations, checking balance sheet accounts, preparing monthly payrolls, and journal entries; preparing sales tax returns; and preparing annual financial statements.
Just like other accountants, these professionals need the following skillset – strong knowledge of general accounting principles; the ability to spot discrepancies and rectify them, multitasking skills, strong verbal and written communication skills, relevant software knowledge. An accounting degree is commonplace among job applicants.
Objective : Dedicated Client Accountant with 2 years of experience in managing diverse client portfolios, ensuring compliance with financial regulations, and preparing detailed financial statements. Proven ability to streamline accounting processes and enhance client satisfaction through effective communication and precise reporting. Eager to leverage my analytical skills to drive financial success and support organizational goals.
Skills : Financial Record Keeping, Payroll Administration, Quickbooks Proficiency, Client Service Accounting
Description :
Executed comprehensive bookkeeping and accounting for a diverse range of clients, including retail and non-profit sectors.
Managed payroll tax returns, ensuring compliance with state and federal regulations.
Processed multi-state payrolls on a bi-weekly and semi-monthly basis.
Collaborated with IRS and state tax departments to resolve client issues efficiently.
Performed reconciliations for multiple bank and investment accounts, ensuring accuracy and completeness.
Generated financial statements monthly, quarterly, and annually, providing insights for clients.
Applied knowledge of Generally Accepted Accounting Principles (GAAP) in all accounting functions.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Accounting
Client Financial Accountant Resume
Objective : Results-oriented Client Financial Accountant with 2 years of focused experience in financial reporting, client portfolio management, and compliance adherence. Adept at analyzing financial data to drive strategic decisions and enhance client interactions. Committed to applying my analytical expertise to support financial accuracy and contribute to organizational success.
Skills : Certified Public Accountant, Forecasting, General Ledger, Bank Reconciliation, Financial Analysis
Description :
Reviewed and analyzed client contracts to ensure compliance with financial regulations and identify potential risks.
Collaborated with client managers to evaluate business opportunities, driving profitability and strategic growth.
Prepared and analyzed quarterly revenue projections, providing insights into income and expense management.
Developed risk assessment reports for senior management to inform decision-making processes.
Managed receivables from corporate clients, achieving collection targets of $25M to $40M annually.
Conducted timely follow-ups on overdue accounts, enhancing cash flow and reducing delinquency rates.
Forecasted cash flow requirements to support effective treasury management and financial planning.
Experience
0-2 Years
Level
Junior
Education
B.S. Accounting
Client Accountant Resume
Headline : Accomplished Client Accountant with 7 years of robust experience in managing client accounts, ensuring regulatory compliance, and producing accurate financial reports. Adept at optimizing financial processes and enhancing client relationships through effective communication. Passionate about leveraging analytical expertise to foster financial integrity and contribute to organizational objectives.
Facilitated comprehensive month-end close processes, including journal entries and financial statement preparation.
Generated and delivered financial management reports to executive leadership monthly.
Collaborated on client eligibility and group setups to ensure accurate premium billing.
Oversaw financial modules related to claims accounting, ensuring compliance with IBNR standards.
Conducted revenue and cost analyses to support contract renewals with health plans.
Played a key role in developing annual budgets, incorporating detailed analytics.
Prepared audit schedules for annual financial audits, leading to positive outcomes.
Experience
5-7 Years
Level
Senior
Education
B.S. Accounting
Client Services Accountant Resume
Summary : Seasoned Client Services Accountant with a decade of expertise in financial management, client relations, and regulatory compliance. Demonstrated success in enhancing accounting processes and delivering accurate financial reporting. Passionate about fostering strong client partnerships and utilizing analytical skills to support business objectives and drive financial success.
Executed full-charge bookkeeping and accounting for both profit and not-for-profit entities.
Compiled monthly, quarterly, and annual financial statements for diverse client portfolios.
Managed multiple client accounts simultaneously, ensuring timely and accurate service delivery.
Provided expert assistance to clients on accounting, payroll, and software-related issues.
Communicated professionally with clients, establishing and nurturing positive relationships.
Handled sensitive and confidential financial matters with discretion and integrity.
Developed and implemented streamlined accounting processes to enhance efficiency.
Experience
7-10 Years
Level
Management
Education
B.S. Accounting
Client Accountant Resume
Summary : Strategic Client Accountant with a decade of experience in managing complex client portfolios and ensuring compliance with financial standards. Expert in delivering precise financial reporting and optimizing accounting workflows. Committed to enhancing client relations through effective communication and analytical insights to drive financial performance.
Managed prepaid card reconciliation and oversaw expense classification for accuracy.
Conducted cost-benefit analyses for new technology implementations, driving informed decision-making.
Experience
10+ Years
Level
Executive
Education
B.S. Accounting
Client Relationship Accountant Resume
Objective : Proficient Client Relationship Accountant with 5 years of experience in managing client accounts, ensuring adherence to financial regulations, and delivering comprehensive financial reports. Skilled in enhancing client interactions and driving process improvements through strategic analysis. Committed to fostering strong client relationships and supporting organizational financial objectives with precision.
Trained new employees and clients on document management systems, enhancing user engagement.
Participated in continuous education webinars about financial regulations and reporting standards.
Assisted in budget preparation and grant reporting, ensuring compliance with funding requirements.
Prepared payroll tax returns, ensuring accuracy and timely submissions.
Reviewed retroactive transactions to validate accuracy and compliance.
Matched client deposits to cash receipts, ensuring accurate financial records.
Analyzed monthly accruals and deferrals for client projects, promoting financial transparency.
Experience
2-5 Years
Level
Consultant
Education
B.S. Accounting
Client Accountant Resume
Objective : Accomplished Client Accountant with 2 years of experience in financial analysis, client account management, and regulatory compliance. Skilled in delivering accurate financial reports and improving accounting processes for enhanced client satisfaction. Passionate about utilizing my analytical skills to support financial integrity and contribute to the success of the organization.
Skills : Invoice Processing, Client Relationship Management, Financial Documentation, Client Service Excellence, Data Analysis Tools, Payroll Management
Description :
Evaluated travel and entertainment expenses for compliance and accuracy, providing insights for cost reduction.
Processed checks and wires efficiently, ensuring timely payments.
Utilized accounting software to streamline processes and improve efficiency in client account management.
Provided tax planning and preparation services, ensuring compliance with federal and state regulations.
Delivered exceptional customer service to clients, ensuring contract compliance and satisfaction.
Generated monthly reports for Vice Presidents, enhancing decision-making processes.
Led the preparation of annual budgets, audits, and fiscal year-end close activities.
Experience
0-2 Years
Level
Fresher
Education
B.S. Accounting
Client Tax Accountant Resume
Headline : Seasoned Client Tax Accountant with 7 years of experience in tax compliance, financial reporting, and client account management. Skilled in optimizing tax strategies and enhancing client relationships through precise communication. Looking to apply my analytical skills to ensure regulatory adherence and drive financial success for clients.
Skills : Advanced Microsoft Office Skills, Tax Software Proficiency, Analytical Skills, Process Improvement, Financial Modeling, Financial Auditing
Description :
Ensured compliance with tax regulations and accuracy in financial data related to client accounts.
Managed the preparation and review of tax returns for diverse client portfolios.
Developed tax strategies that optimized client financial performance and minimized liabilities.
Collaborated with clients to gather necessary documentation and provide tailored financial advice.
Reviewed and approved financial statements, ensuring alignment with regulatory standards.
Generated comprehensive client reports that summarized tax obligations and financial forecasts.
Maintained up-to-date knowledge of tax laws and changes affecting clients' financial situations.
Experience
5-7 Years
Level
Management
Education
B.S. in Accounting
Client Accountant Resume
Objective : Proficient Client Accountant with 5 years of extensive experience in managing client portfolios, ensuring compliance with financial regulations, and producing accurate financial statements. Recognized for streamlining accounting processes and enhancing client relations through precise reporting and effective communication. Dedicated to leveraging analytical skills to drive financial accuracy and contribute to business success.
Prepared comprehensive monthly financial reports including accrual and cash basis statements, variance analyses, and bank reconciliations.
Managed accounting and financial analysis for diverse client portfolios, ensuring accuracy and compliance.
Oversaw all banking-related reporting and reconciliations for management review.
Abstracted leases and entered data into relevant accounting software for accurate tracking.
Handled all billing of lease charges, including monthly rent statements and year-end CAM reconciliations.
Executed month-end closing processes for cash management, payroll, and tax expenses.
Conducted year-end CAM reconciliations to ensure accuracy and transparency.
Experience
2-5 Years
Level
Senior
Education
B.S. Accounting
Client Accountant Resume
Summary : Experienced Client Accountant with over 10 years of expertise in managing complex client portfolios and ensuring compliance with financial regulations. Proficient in delivering accurate financial reports and enhancing operational efficiency. Dedicated to fostering strong client relationships and utilizing analytical skills to drive financial performance and support organizational objectives.
Skills : Quickbooks Accounting Software, Jenark Property Management Software, Ruby Programming Language, Javascript For Financial Applications, Html5 For Financial Reporting
Description :
Delivered comprehensive accounting and financial services, ensuring high-quality support for clients.
Monitored client accounts, providing strategic guidance on payments and reconciliations.
Executed complex data entries and journal adjustments to rectify discrepancies.
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