Accounting Software Specialist - Client Accounting Services

Do you have attention to detail? Do you have experience with basic bookkeeping? Do you want to join a growth oriented team that operates in a hybrid environment?

Southfield, Michigan

Clayton & McKervey

<p>Hi! We&rsquo;re Clayton &amp; McKervey, a public accounting firm headquartered in Metro Detroit, specializing in International Tax, Advisory &amp; Assurance, Accounting, Consulting, and Digital Advisory services. We&rsquo;re proud of our Michigan roots, but consider the entire world your workplace. <br /><br />Who can you expect to work with at C&amp;M? Your clients will be middle-market companies competing in the global marketplace. You&rsquo;ll be part of a team that thinks and acts like entrepreneurs; speaking the same language your clients do.</p>

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Overview: <p>Working independently as well within a team, this position will evaluate, recommend, and implement accounting software solutions for clients including troubleshooting issues.&nbsp;A successful candidate will work with a culturally diverse client base in a wide range of industries.</p>
Responsibilities: <ul> <li>Serves as the primary contact and leads the accounting software implementation process for new clients onboarding</li> <li>Facilitates and owns accounting software implementations and upgrades for new and existing clients</li> <li>Develop an understanding of current client processes and identify gaps and areas of opportunity</li> <li>Provide training for new clients and client staff in the use of shared software applications</li> <li>Prepare process documentation to enable a seamless transition to recurring service team</li> <li>Troubleshoot and assist to resolve client software and accounting issues</li> <li>Manages the assignment budget and profitability in their area of responsibility</li> <li>Identifies cross-selling opportunities and refers them to the appropriate team member</li> <li>Leverages commercial and market knowledge to anticipate client needs for new/additional services</li> <li>Respond to client and firm associate requests in a timely, accurate, positive, and professional manner</li> <li>Prepare client correspondence, letters, emails, or other communications</li> <li>Consult with clients to ensure alignment between client goals and project plans</li> </ul>
Requirements: <ul> <li>Bachelor's degree in accounting, finance, business, or related field*</li> <li>3+ years of experience in a client-facing accounting role and a high level of knowledge of financials, general ledger, journal entries and account reconciliation</li> <li>Strong technology skills using with accounting software implementation experience such as Quickbooks online,, Certify, Expensify, Fathom, &amp; ERP experience</li> </ul>