Accounting Specialist

Job DescriptionJob Description Accounting Specialist /

Client Consultant Location:

Richmond, VA (On-Site)

Employment Type:

Full-Time, Direct Hire This position is fully on-site, and candidates must reside within the Greater Richmond Region. Position Summary The Accounting Specialist / Client Consultant will act as a liaison between clients and internal accounting teams, ensuring clients receive outstanding service and strategic guidance regarding bookkeeping, accounting, payroll, and tax-related services. This individual will develop strong client relationships, identify opportunities to add value, and help ensure the successful delivery of services across a diverse portfolio of businesses. Key Responsibilities Serve as a primary point of contact for new and existing clients, building trusted and long-term relationships. Consult with business owners and organizational leaders to understand their accounting, bookkeeping, payroll, and tax service needs. Conduct client meetings, onboarding sessions, and regular account reviews. Communicate financial information clearly and professionally to clients with varying levels of accounting knowledge. Coordinate with internal bookkeeping, accounting, and tax professionals to ensure timely and accurate service delivery. Review client financial information and assist in identifying process improvements and service opportunities. Respond to client questions and concerns regarding accounting records, financial reports, payroll matters, and tax-related services. Monitor client satisfaction and proactively address issues to ensure an exceptional client experience. Support business development efforts by identifying opportunities for additional services within existing client accounts. Maintain detailed records of client interactions and service requests. Stay informed on accounting best practices, tax updates, and industry trends to support clients better. Qualifications Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred. 2+ years of experience in accounting, bookkeeping, client services, financial consulting, public accounting, or a related field. Strong understanding of accounting principles and financial statements. Experience working directly with clients, customers, or business stakeholders. Exceptional verbal and written communication skills. Ability to explain financial concepts in a clear, professional, and approachable manner. Strong organizational skills with the ability to manage multiple client relationships simultaneously. Proficiency with accounting software and Microsoft Office Suite. Experience with QuickBooks or similar accounting platforms is highly preferred. Self-motivated, detail-oriented, and committed to delivering outstanding client service. Preferred Attributes Consultative mindset with a passion for helping clients succeed. Professional presence and confidence interacting with business owners and executives. Strong problem-solving and relationship-building abilities. Ability to thrive in a growing, entrepreneurial environment. Team-oriented attitude with a willingness to collaborate across departments. Benefits Competitive base salary Comprehensive health, dental, and vision benefits Paid time off and holidays Retirement savings options Professional development and growth opportunities Stable, direct-hire employment with a growing Richmond-area organization Opportunity to make a meaningful impact while helping local businesses succeed