Client Accountant

A company is looking for a Client Accountant. Key Responsibilities: Conduct in-depth interviews with clients to assess their financial goals and needs Ensure compliance with legal requirements and maintain accurate client documentation Set up client accounts and perform initial financial analysis to identify service opportunities Required Qualifications: Bachelor's degree in accounting, finance, business, or a related field; master's degree or CPA preferred Proven experience in accounting, client onboarding, or financial advisory roles Strong knowledge of accounting principles and regulatory compliance Familiarity with financial software and tools Excellent organizational and project management skills