Client Accounting Associate

Company: UHY LLP
Location: Kalamazoo
Posted on: May 27, 2023

Job Description:

Position Summary



THE FOCUS IS YOU: -
We are looking to add a Client Accounting Associate to our team to support our Client Accounting Advisory Services team to perform routine accounting needs of our clients.

WHAT YOU WILL DO
Regular duties include (but are not limited to):

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• Maintaining calendar, knowing what's next at all times. Review calendar first thing in the morning, review tomorrow's appointments with partner before leaving for the day. Review upcoming week with partner at least once a week, sometimes more than a week out, depending on if there are big projects or presentations coming up.
  
  
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  • Try to be as proactive as possible with preparing partner for what's to come in the next few days - let staff know that partner is meeting with client ABC Company on X/XX/202X - is there anything that partner should know? Status of any work that is in process?
    
    
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    • All time and expense entry.
      
      
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      • All business-related travel. Coordinate some group trips.
        
        
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        • Monitor partner emails - respond to anything that you're capable of answering, so partner doesn't have to. If you can't answer an email, but know that a certain staff member can, forward that email to the person that can help the client.
          
          
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          • Daily "To-Do's" - consists of phone message list, short term projects, long term projects and prospects table, which is a simple table that keeps track of current prospects (includes prospect name, referral source, which staff the prospect has been assigned to, and status).
            
            
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            • Communication - After every meeting, check in with partner about to-do's/follow up items. Keep track of those follow ups/to-do's until they have been executed. During drive time, make calls with partner. Conference partner with call recipient, listen for any follow up items/to-do's that partner promised, etc.
              
              
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              • For client meetings where partner doesn't have any other staff attending, serve as "back up", by sitting in the meeting quietly and taking notes/meeting minutes. This may be required for internal administrative meetings that the partner has, documenting action items and following up through execution.
                
                
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                • Monitor CPE and licensing. Renew MI license, PTIN, etc. Schedule additional CPE as necessary.
                  
                  WHAT WE ARE LOOKING FOR
                  -Experience
                  
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                  • 2+ years in relevant administrative position
                    
                  • Software: -Microsoft Excel, Microsoft PowerPoint and Outlook are preferred
                    
                  • Preferably 3-5 years previous work experience as an administrative assistant in a corporate setting.
                    
                  • Previous experience in an accounting (tax department highly preferred) or financial firm desirable but not required.
                    
                  • Superior organization skills and dedication to completing projects under deadline.
                    
                  • Detail-oriented and comfortable working in a fast-paced office environment.
                    
                  • Comfortable working with all levels of staff & management
                    
                    Education
                    
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                    • High School Diploma (or GED or High School Equivalence Certificate; 2+ years
                      
                      
                      WHO WE ARE
                      READY TO DELIVER
                      We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.
                      
                      A LEGACY OF COMMITMENT, GROWTH AND SERVICE
                      We know what we're doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We're dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.
                      
                      AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU
                      A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.
                      Reach out to us today to learn how we can help you.
                      
                      WHAT WE OFFER
                      
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                      • Great Culture -- Team-like culture of a small office with the benefits of a large firm
                        
                      • Competitive Compensation -- Based on the role, credentials, and experience
                        
                      • Comprehensive Benefits -- We offer group health insurance, dental, vision, 401K, PTO
                        
                        
                        
                        -#li-jh1

Keywords: UHY LLP, Kalamazoo , Client Accounting Associate, Accounting, Auditing , Kalamazoo, Michigan