Job Details

A company is looking for a Client Accountant.Key Responsibilities:Conduct in-depth interviews with clients to assess their financial goals and needsEnsure compliance with legal requirements and maintain accurate client documentationSet up client accounts and perform initial financial analysis to identify service opportunitiesRequired Qualifications:Bachelor's degree in accounting, finance, business, or a related field; master's degree or CPA preferredProven experience in accounting, client onboarding, or financial advisory rolesStrong knowledge of accounting principles and regulatory complianceFamiliarity with financial software and toolsExcellent organizational and project management skills