Apply on Employer Site

UHY-US · 2 days ago

Client Service Associate

Hudson, NY

Full-time

Onsite

New Grad, Entry Level

$52K/yr - $65K/yr

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. As a Client Service Associate, you will be responsible for recording financial transactions, reconciling accounts, preparing financial reports, and ensuring compliance with relevant regulations.

AccountingAdviceConsultingFinanceFinancial Services

Responsibilities

Record day-to-day financial transactions, including accounts receivable, accounts payable, and general ledger entries

Maintain accurate and up-to-date financial records using bookkeeping software or spreadsheets

Classify and categorize expenses, revenues, and other financial data to ensure proper allocation

Assist in the preparation of month-end and year-end financial statements

Provide financial data and reports to management as needed for decision-making purposes

Reconcile bank statements with the general ledger on a regular basis

Identify and resolve discrepancies between bank records and financial records

Investigate and reconcile any outstanding transactions or issues related to bank accounts

Process vendor invoices, track payments, and ensure timely payment to vendors

Generate and send customer invoices, record payments, and follow up on outstanding receivables

Monitor accounts payable and receivable aging reports and take appropriate actions to resolve outstanding balances

Ensure compliance with relevant financial regulations and standards

Maintain proper documentation and records to support financial transactions and activities

Assist in gathering and preparing documents for audits and tax filings

Coordinate with team members and external parties to gather necessary financial information

Communicate effectively with vendors, clients, and colleagues regarding financial matters

Collaborate with the accounting team to support overall financial operations

Qualification

Bookkeeping experienceAccounting software proficiencyFinancial reportingBank reconciliationExcel proficiencyAttention to detailOrganizational skillsCommunication skills

Required

Prior and current bookkeeping/accounting experience in public accounting, corporate or private business

High School Diploma or GED or High School equivalent certificate

Thorough understanding of basic accounting principals

Proficient knowledge of accounting software, Excel, Word, and PowerPoint

Preferred

Bachelor's degree in accounting or relevant work experience

Experience with Accounting CS, Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite

Benefits

Group health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off (PTO) allowances

Company

UHY-US

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.

Founded in 2000