Client Accountant

Job Summary

A company is looking for a Client Accountant.

Key Responsibilities:

• Conduct in-depth interviews with clients to assess their financial goals and needs
• Ensure compliance with legal requirements and maintain accurate client documentation
• Set up client accounts and perform initial financial analysis to identify service opportunities

Required Qualifications:

• Bachelor's degree in accounting, finance, business, or a related field; master's degree or CPA preferred
• Proven experience in accounting, client onboarding, or financial advisory roles
• Strong knowledge of accounting principles and regulatory compliance
• Familiarity with financial software and tools
• Excellent organizational and project management skills