Accounts Payable & Client Services Specialist

$41,600 - $52,000/Yr

Mahoney | CPAs and Advisors - Saint Paul, MN

Full-time - Entry Level

Hybrid - Saint Paul, MN

About the position

The Accounts Payable & Client Services Specialist at Mahoney is an entry-level position focused on providing administrative support within the accounting field. The role involves processing payables, managing client information, and assisting with various accounting tasks, contributing to the firm's commitment to excellence and client service.

Responsibilities

• Processing payables for clients using BILL
• Tracking vendor W-9 information for filing of information returns
• Preparing simple bank reconciliations in QuickBooks Online
• Assisting with workload planning and scheduling
• Coordinating the collection of client information for accountants
• Preparing and sending out reports
• Preparing and sending out engagement letters
• Collaborating in proposal preparations
• Tracking leads
• Corresponding with clients to follow up on information requests
• Providing comprehensive billing support

Requirements

• 1-2 years previous related work experience
• Detail oriented and organized
• Experience with Microsoft Excel; advanced knowledge preferred
• Strong interpersonal and relationship building skills
• Excellent communication skills

Nice-to-haves

• Project management experience
• QuickBooks experience
• Experience with pivot tables

Benefits

• Free parking
• Profit sharing
• Health savings account
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Life insurance