![Building A Digital PR Strategy: 10 Essential Steps for Beginners [With Examples]](https://buzzsumo.com/wp-content/uploads/2023/09/Building-A-Digital-PR-Strategy-10-Essential-Steps-for-Beginners-With-Examples-bblog-masthead.jpg)
![How One Brand Solved the Marketing Attribution Puzzle [Video]](https://contentmarketinginstitute.com/wp-content/uploads/2025/03/marketing-attribution-model-600x338.png?#)
Client Accounting Concierge
A company is looking for a Client Accounting Concierge to enhance client experience and communication. Key Responsibilities Facilitate new client onboarding and maintain timely communications Monitor client documents and financial information for accuracy and completeness Identify opportunities for process improvements and additional client services Required Qualifications 2-5 years of experience in accounting and bookkeeping 2+ years of experience with Quickbooks Online Familiarity with U.S. taxes is a plus Experience with various software applications, including Microsoft Office and project management tools Prior customer service experience is a plus
A company is looking for a Client Accounting Concierge to enhance client experience and communication.
Key Responsibilities
Facilitate new client onboarding and maintain timely communications
Monitor client documents and financial information for accuracy and completeness
Identify opportunities for process improvements and additional client services
Required Qualifications
2-5 years of experience in accounting and bookkeeping
2+ years of experience with Quickbooks Online
Familiarity with U.S. taxes is a plus
Experience with various software applications, including Microsoft Office and project management tools
Prior customer service experience is a plus