Accounting Technician with BlueCross BlueShield preparing financial data and support duties. Collaborating with teams for refunds, invoices, and adjustments in a supportive office environment.
About the role
- Client Accounting Specialist at Gatewood Wealth Solutions providing accurate financial support to small and medium-sized businesses. Managing accounting operations, client relations, and administrative tasks in a hybrid work environment.
Responsibilities
- Perform full-cycle accounting tasks, including bank and credit card reconciliations, journal entries, and general ledger maintenance
- Manage accounts payable and accounts receivable processes for multiple clients
- Process payroll and prepare quarterly payroll reports in compliance with federal, state, and local regulations
- Prepare and file sales tax returns and other regulatory submissions
- Generate accurate financial reports, including profit and loss statements and balance sheets
- Support delinquent account management and assist with collections activities
- Utilize QuickBooks Online and QuickBooks Desktop proficiently to handle day-to-day accounting tasks
- Ensure accuracy, organization, and consistency across all client financial records
- Serve as a primary point of contact for clients, providing responsive, professional communication and status updates
- Assist in processing tax returns
- Submit electronic filings (e-files), track confirmations, and maintain documentation
- Organize and maintain client files, records, and compliance-related documents
- Support onboarding of new clients, including gathering information, setting up accounts, and coordinating communication
- Assist with onboarding and training of new team members as the company grows
- Contribute to internal process improvement by identifying ways to streamline tasks and enhance efficiency
Requirements
- Minimum of 3 years of experience in accounting, finance, or a related professional role
- Proficiency in QuickBooks Online and QuickBooks Desktop
- Strong understanding of full-cycle accounting and financial reporting
- Exceptional attention to detail and ability to maintain accuracy under tight deadlines
- Excellent communication and interpersonal skills, with the ability to provide client-facing support
- Highly organized, self-motivated, and capable of managing multiple clients simultaneously
- Strong problem-solving abilities and a proactive approach to identifying issues and solutions
- Adaptability and willingness to learn new software platforms and evolving technologies
- Experience working in a startup environment is a plus but not required
Benefits
- Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.
Job title
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