Client Integration Lead (Accountant) - remote

Client Integration Lead (Accountant) - remote

kept.pro | CLAYTON, MO, US

Posted 3 days ago

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Description

ABOUT YOU You have at least 6 years of Accounting experience and excel at quickly building trust and convincing clients to give you what you need.

Someone who thrives in a fast-paced environment, working on multiple projects at once?

You’ll scope new clients’ accounting needs and coordinate their onboarding, from the first conversations through handoff to the service team. Scope new clients’ accounting needs, review their systems and records, and define the work needed for a successful start.

Conduct accounting setup and cleanup activities, document client processes, and prepare the service team for a smooth handoff.

Establish technology integrations and connections for various 3rd party client platforms

You should also be someone who is humble enough to pitch in with standard accounting work to help when the team is short-handed.

6+ years of bookkeeping or accounting experience

~ A Bachelor’s degree in finance, accounting, or related field is preferred

~1+ year project management experience or equivalent training is preferred

~ Confidence working in various technology platforms

~ Comfortable with managing competing priorities and delegation

~ Analytical thinker that is skilled in creative problem solving

~ Experience working in a remote environment with a distributed team

~ pro is not your traditional accounting services firm. We believe that all businesses, not just large or publicly traded companies, deserve accurate, timely and complete financials. We are a great place to work and pride ourselves on living our core values every day, which include creating value for clients, collaborating together, learning-fueled growth, and embracing technology.