TLS - Client Accounting Specialist
Aviso de fuente externaen Tax Law Solutions
Serve as a client financial liaison, manage procurement accounting, prepare reports, advise on budgets, and support month-end closing activities.
Salario
No especificado
Ubicación
San Juan, Puerto Rico
Tipo de empleo
Tiempo completo
Modalidad
No especificado
TLS - 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 monitors financial health while ensuring the accuracy and integrity of accounting operations.
Responsibilities
- Address client inquiries about billing and financial documentation with clarity and professionalism.
- Understand assigned clients’ businesses in the U.S. and P.R. and maintain regular contact to stay informed about changes in their operations and needs.
- Explain project spend, burn rates, and budget forecasts to diverse client audiences.
- Lead quarterly financial review meetings with clients and procurement teams.
- Oversee the full procurement cycle, including three-way matching and vendor payment processing.
- Maintain communication with each client’s designated point of contact to obtain required documentation in a timely manner.
- Maintain complete, organized financial records for each client and support month-end closing activities.
- Assist with preparing and distributing financial reporting packages for discussion with clients.
- Contribute to finance department operations through reconciliations, the full accounting cycle, and ongoing monitoring of client division financial performance.
- Onboard and train new clients in accordance with TLS Accounting.
Datos clave
- Serves as the primary financial liaison for prospective clients.
- Provides end-to-end procurement accounting services for assigned U.S.-based clients.
- Leads quarterly financial review meetings with clients and procurement teams.
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Preguntas frecuentes
What does the Client Accounting Specialist do?
The role provides client-facing financial reporting and end-to-end procurement accounting services for assigned clients. It also includes advising clients on engagement budgets and monitoring financial health.
What procurement activities are included?
The role oversees the full procurement cycle, including three-way matching and vendor payment processing. It also maintains communication with clients’ designated points of contact to obtain required documentation.
Does the role include client meetings?
Yes. The specialist leads quarterly financial review meetings with clients and procurement teams.