Accounting Bookkeeper (Client Accountant Manager)

$41,600 - $52,000/Yr

Hammernik & Associates - Greenfield, WI

Full-time - Mid Level

Greenfield, WI

About the position

The Client Accountant Manager position at Hammernik & Associates is crucial for managing a portfolio of clients and serving as their primary accounting resource. This role involves maintaining client relationships, managing financial operations, and ensuring accurate financial reporting. The ideal candidate is experienced, tech-savvy, and possesses strong interpersonal skills, contributing to the firm's vision for growth and service expansion.

Responsibilities

• Oversee and manage a portfolio of clients, acting as the main accountant.
• Code client transactions and reconcile accounts in QuickBooks Online or Desktop.
• Assist clients in leveraging QuickBooks Online for business reporting.
• Coordinate and facilitate payroll processing, including W-2s and 1099s, through ADP.
• Prepare and process sales tax reports accurately and efficiently.
• Build and maintain productive, professional, and trusted advisor relationships with clients.
• Partner with clients to understand their business and provide ongoing advice and support.
• Adapt to other duties as assigned to meet client needs and firm objectives.
• Prepare federal and state income tax returns for individuals, trusts, and businesses.
• Utilize Sure Prep software to streamline individual tax preparation in coordination with the office.
• Demonstrate strong time management and organizational skills.
• Employ an intrapreneurial approach to client service, fostering good working relationships.
• Build new and existing client relationships and show basic knowledge of client operations.
• Develop and maintain communication with clients and peers, expanding a network of professional contacts.
• Uphold the firm's ethics and consistently demonstrate integrity.

Requirements

• Minimum of an associate or bachelor's degree in accounting, finance, economics, or a related field.
• CPA eligibility or Enrolled Agent status preferred.
• At least 2 years in private or public accounting.
• Proficiency in Google Workspace (Docs, Sheets, Mail) or Microsoft Office 365 (Word, PowerPoint, Outlook).
• Ability to manage multiple tasks and work independently with minimal supervision.
• Strong interpersonal and relationship-building abilities.
• A positive, team-oriented approach with a ‘can-do' attitude.

Benefits

• 401(k) 3% Match
• Health insurance
• Paid time off
• Overtime pay
• Yearly bonus