Staff Accountant

**Job Summary** The Account Manager is a client\-facing role responsible for managing and executing full\-cycle accounting tasks for multiple clients. This position involves ensuring timely and accurate completion of accounting functions while providing exceptional customer service, fostering client relationships, and upholding high\-quality standards. **Position Overview** * Full\-Cycle Accounting: Accurately complete key accounting tasks but not limited to accounts payable, accounts receivable, bank reconciliations, payroll, and other client\-specific requests, following the established Teamwork task lists. * Month\-End Close: Ensure month\-end processes are completed accurately, efficiently, and on time, with minimal review or corrections required from the CPA. * Quarter\-End \& Year\-End Close: Complete all quarter\-end and year\-end procedures according to the applicable checklists, ensuring tasks are finalized and shared with clients by the required deadlines. * Client Communication: Send weekly check\-in emails to each client, ensuring transparency and regular communication on hours worked, task status and any pending action items. * Client Support: Respond to all client inquiries and requests within 24 hours, resolving issues or concerns efficiently, and proactively addressing any challenges. Documentation \& SOP Management: * Maintain in real\-time accurate and up\-to\-date Standard Operating Procedures (SOPs) for each client, including relevant client bio documentation. * Complete a Quarterly review of all Standard Operating Procedures (SOPs) for each client ensuring all step\-by\-step procedures are accurate and up to date * Adhere to all new SOPs shared by management as processes change and evolve Client Satisfaction: Client Satisfaction: Support clients in a manner that consistently results in positive client feedback and an 80% client retention rate. * Metrics Tracking: Complete weekly metrics tracking, including budgeted hours, scope changes, and progress updates Budget Oversight: * For Billing purposes, proactively communicate with your manager and our internal accounting department about any budget variances, including hours over the agreed\-upon budget * For Client Relationship purposes, keep clients updated on hours worked in your weekly check\-in and get pre\-approval from clients when necessary to go over budget. Internal Communication \& Feedback: Proactively share any concerns, feedback, challenges, or opportunities for improvement with the manager to ensure continuous improvement in processes and service delivery. Team Collaboration: Attend and actively contribute to all company meetings, providing updates on client tasks and identifying potential areas of collaboration or support. Time Tracking: Ensure all time tracking policies are adhered to, including tracking time to the applicable task in Teamwork on a daily basis Task Management: Ensure all tasks \& action items are tracked in Teamwork daily, with no ov