Management InSites

Senior Client Accountant

Company Profile:

Management inSites (MI) is an international management consulting company, specializing in assisting foreign companies start their U.S. subsidiaries through our International Business Incubator (IBI). Clients use a variety of back-office operational support, bookkeeping, marketing, and management services to successfully enter the U.S. market. Our clients produce a range of commercial and consumer goods and operate in multiple industries.

Reporting Relationships:

The Senior Client Accountant reports to the Director of Accounting. The Senior Client Accountant will also coordinate client teams and report to MI’s CEO on required duties.

Senior Client Accountant Position Summary:

The Senior Client Accountant is responsible for overseeing accounting and order processing activities for assigned clients. S/he is responsible for preparing and providing timely and accurate financials and client-specific reports to the clients’ managers on a weekly, monthly, or ad hoc basis (the needs per client are different). In addition, s/he is responsible for understanding the workflow and needs of each client assigned to their team, and providing solutions for clients’ accounting and operational needs. S/he will be heavily involved with the setup of new clients from an accounting and order processing perspective. The Senior Client Accountant is expected to interface and manage the client requests as needed.

Primary Responsibilities:

  • Prepare client reports outlining income, expenses, and earnings based on past, present, and future operations
  • Monitor and ensure all client required monthly activities are completed accurately
  • Be able to provide detailed general ledger review of clients’ accounts to ensure accurate reporting
  • Provide clients with accounting and financial recommendations (in coordination with the Account Managers) to ensure the continued operations and growth of our client’s US activities
  • Maintain accurate records and documents; process documentation on a timely basis and with close attention to details
  • Develop and implement client accounting policies and procedures
  • Process client orders and oversee order processing for assigned clients
  • Assist with client communications and proposals
  • Manage change orders and project accounting
  • Keep records for clients as per MI and client policies
  • Assist with state registrations as needed
  • Report sales tax for clients
  • Lead the preparation of annual reporting and supporting tax documentation for clients’ CPA firms
  • Maintain and administer client 401K Plans in coordination with 401k providers
  • Client payroll processing and required reporting
  • Audit client payroll services’ quarterly reports
  • Review and maintain all client employee records
  • Complete client HR entry and exit documentation as needed
  • Complete additional client accounting, finance, and operational duties as needed, including processing orders or invoicing to ensure clients’ orders are completed as per procedures
  • Liaison frequently with the Client Account Manager and Client directly

Technical and Soft Skills:

  • Bachelor’s Degree in Accounting or Finance, or Bachelor’s in Business with Accounting focus along with relevant experience.
  • Minimum three years of experience with accounting departments in manufacturing and/or distribution firms.
  • Knowledgeable of ERP / MRP software platforms – Sage or SAP preferred.
  • QuickBooks and QuickBooks Online experience required.
  • Experience in managing receivables and payables and an in-depth understanding of financial analysis.
  • Ability to multitask across several clients with varying needs and levels of complexity.
  • Proven leadership skills in a team environment.
  • Strong organizational skills.
  • Superb problem-solving abilities.
  • Excellent written and verbal communication skills with the ability to professionally interact with all members of the team from owner to field staff, with clients, and with partners and vendors.
  • Strong working knowledge of Microsoft Word, Excel, and PowerPoint; SOS Inventory; Google Workspace; Microsoft 365; Adobe DC; Slack; and other office software as necessary.

Additional Information:

  • Salary: $57,000-$77,000 depending on experience
  • Proof of eligibility to work in the United States will be required.
  • This is a full-time position working out of our Charlotte, NC office.
  • Benefits include: 401(k) and 401(k) matching; health, dental, and vision Insurance; optional LTD insurance; and paid time off (PTO).

To Apply:

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Contact us or submit a business inquiry online.