Client Accounting Specialist
Aviso de fuente externaen Tax Law Solutions
Serve as a financial liaison for Tax Law Solutions clients, managing procurement accounting, reporting, reconciliations, and client financial reviews.
Salario
No especificado
Ubicación
San Juan, Puerto Rico
Tipo de empleo
Tiempo completo
Modalidad
No especificado
Client Accounting Specialist
San Juan, Puerto Rico
Descripción del empleo
About the role
The Client Accounting Specialist serves as the primary financial liaison for Tax Law Solutions prospective clients. The role includes reviewing and preparing client-facing financial reports and providing end-to-end procurement accounting services for assigned U.S.-based clients. The specialist advises clients on engagement budgets and manages financial health while ensuring accurate and integral accounting operations using Tax Law Solutions services.
The role oversees the full procurement cycle, including the three-way match and vendor payment processing, and maintains communication with each client’s designated point of contact to obtain required documentation. It also involves maintaining organized financial records, supporting month-end closing, assisting with financial reporting packages, performing reconciliations and accounting-cycle activities, and monitoring client division financial performance.
Responsibilities
- Serve as the principal financial liaison for clients and address billing and financial documentation inquiries clearly and professionally.
- Manage assigned client relationships from a financial perspective.
- Understand assigned clients’ businesses in the U.S. and P.R. and maintain regular direct contact to stay informed of operational changes and needs.
- Lead quarterly financial review meetings with clients and procurement teams.
- Review and prepare client-facing financial reports and assist with financial reporting packages.
- Oversee procurement accounting, including the three-way match, vendor payment processing, and obtaining required documentation.
- Maintain organized client financial records, support month-end closing, perform reconciliations, and monitor client division financial performance.
Datos clave
- The role provides end-to-end procurement accounting services for assigned U.S.-based clients.
- Responsibilities include client financial reports, reconciliations, and month-end closing support.
- The specialist leads quarterly financial review meetings with clients and procurement teams.
Preguntas frecuentes
What does the Client Accounting Specialist do?
The specialist serves as a financial liaison for clients and provides procurement accounting services, financial reporting, and ongoing monitoring of client financial performance.
What client-facing responsibilities does the role include?
The specialist addresses billing and financial documentation inquiries, maintains regular client contact, and leads quarterly financial review meetings with clients and procurement teams.
What accounting activities are part of the role?
The role includes overseeing the procurement cycle, processing vendor payments, maintaining financial records, supporting month-end closing, and performing reconciliations.