Position:      Accounting Client Engagement Specialist

Location:     Syracuse (Liverpool), NY (Fully in Office)

Salary:         75k – 90k + Bonus

Growing Boutique Accounting Firm Seeks Accounting Client Engagement Specialist to Join Their Team.

Responsibilities:

• Help, guide, and coach existing assigned client base on company products, services, business frameworks, leadership challenges, and programs serving to bolster relationships.
• Assist clients in developing effective business strategies, improving leadership skills, and maintaining a positive and productive mindset. This involves offering tailored coaching sessions and providing actionable insights to enhance business performance.
• Conducting one-on-one and group coaching sessions with clients.
• Serve as key point of contact between clients & internal accounting/bookkeeping team.
• Helping clients develop and implement business frameworks.
• Addressing leadership challenges and providing solutions.
• Guiding clients on daily mindset practices to improve productivity.
• Developing customized coaching plans for clients.
• Monitoring client progress and adjusting strategies as needed.
• Providing ongoing support and motivation to clients.
• Support monthly clients on “special” projects and changes
• Growth plans Buy/sell/retirement
• Support Accounting Coach on client areas not typically encountered
• Lead training session for team that involve business trends and leadership ideas
• Provide one on one coaching sessions for team members to support their development
• Monitor client progress and make necessary adjustments.

Qualifications

·       Bachelor’s degree in accounting or similar work experience in a public accounting / tax environment.

·       5+ years’ relevant experience working for a public accounting or tax preparation firm.

·       CPA or EA designation a plus.

·       Familiarity of CRM systems preferred

·       In-depth knowledge and understanding of small business public accounting & tax

·       Belief in “small business” ideals.