XTN-8356817 | CLIENT ACCOUNTING SERVICES OFFICER

Sodali & Co. is a leading provider of strategic advice and investor services to corporate clients. With operations across the US, EMEA and APAC Markets, we provide corporate boards and executives with strategic advice and services relating to corporate governance, shareholder and bondholder communication and engagement, capital markets intelligence, proxy solicitation, shareholder activism and mergers and acquisitions.

• Health Insurance/HMO 
• Enjoy unlimited MadMax Coffee
• Diverse learning & growth opportunities
• Accessible Cloud HR platform (Sprout)
• Above standard leaves

• Develops an understanding of the business and the Client Accounting Services Manager role.
• Develops technical skills both on the job and through formal learning channels.
• Works as an effective team member to complete project components and assignment tasks.
• Builds working relationships at peer client level.
• Seeks to gain knowledge of client businesses.
• Effectively documents work.
• As a member of the team - implements solutions for clients.
• Identifies task issues as well as task progress in a timely and organized manner.
• Demonstrates an active interest in the business world by keeping abreast of market trends and business developments.
• Actively pursues self-development opportunities in line with the competency model.
• Builds strong team relationship skills.  

Managers are expected to show the following skills/experience.

• 3-5 years of work experience in accounting preferably from different industries or an accounting firm where they handle client accounts,  Quickbooks, QBO and payroll software,
• Excellent English communication
• Develops and strengthens long-term relationships with senior client management and peer client levels.
• Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved.
• Plans, organizes and controls multiple responsibilities and resources to achieve assignment objectives.
• In consultation with the Partner helps to develop solutions for clients and manages the implementation of ideas.
• Advises, coaches and supports team members including providing consistent recognition and encouragement to team members to increase retention and utilization.
• Successfully builds, directs and maintains a motivated and empowered work team.
• Structures work teams to successfully meet client expectations and help develop strong client partnerships.
• Manages the assignment budget and profitability in their area of responsibility.
• Development of functional specialization and/or industry expertise.
• Supports the partner/s in developing new initiatives to increase retention, meet resourcing needs (including recruitment interviews), utilization and people development.
• Builds strong coaching skills.
• Shares and transfers knowledge in the team.

• Minimum of 5-7 years of accounting experience with team management responsibilities
• Bachelor degree of Accounting or related field; CPAs preferred but not required.
• Ability to communicate effectively with a strong command of English
• Strong technical knowledge and skills, including:
• City, County and State Tax Reporting
• A/P, A/R and payroll
• Bank, credit card and investment reconciliations
• Annual accounting filings (1099s, W2s, etc)
• Strong understanding of the financials, Balance Sheet/Income Statement
• Must be able to work 40 hours work week, with opportunities to work overtime as needed to client requests.
• Fluency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook etc)
• Familiar with Accounting related software (working knowledge of QuickBooks (Desktop & Online), Sage, Netsuite, Various Payroll softwares, etc.)
• Ability to embrace technology and willingness to learn new software applications.
• Excellent customer service skills, including flexibility and open-mindedness
• Have a high sense of integrity and teamwork
• Maintain absolute confidentiality of all client information gathered

• Big 4 experience is an advantage