Senior Account Associate – Client Portfolio Management | Up to $4,500 + bonus
Summary
Senior Account Associate manages client accounting portfolios, prepares financial statements and compliance reports, and mentors junior staff in a professional services firm.
Senior Account Associate – Client Portfolio Management
Salary Package: $3,800 – $4,500
Working Hours: Monday to Friday, 9:00 AM to 6:00 PM
Working Location: City House
The company is an established professional services firm specializing in corporate secretarial, accounting, and business advisory solutions. Serving a diverse portfolio of clients across various industries, the organization provides reliable financial reporting, compliance support, and corporate solutions. With a strong focus on quality, accuracy, and client service excellence, the company offers opportunities for accounting professionals to develop their expertise while managing diverse client engagements.
Job Summary
The Senior Account Associate will be responsible for managing a portfolio of clients and ensuring the timely and accurate preparation of accounting records, management reports, financial statements, and compliance-related submissions.
Key Responsibilities
Accounting & Financial Reporting
Manage a portfolio of clients across various industries.
Prepare and review full sets of accounts in accordance with applicable accounting standards.
Perform month-end and year-end closing activities.
Prepare management accounts, financial statements, and supporting schedules.
Ensure accuracy and completeness of accounting records and reconciliations.
Review general ledger transactions and investigate discrepancies.
Client Management
Serve as the primary point of contact for assigned clients on accounting matters.
Maintain strong client relationships and provide professional accounting advice.
Liaise with clients to obtain required financial information and supporting documents.
Ensure all client deliverables are completed accurately and within agreed timelines.
Compliance & Regulatory Support
Assist clients with statutory compliance requirements.
Support preparation of tax schedules and information required for tax submissions.
Coordinate with auditors, tax agents, company secretaries, and regulatory authorities.
Ensure compliance with accounting standards, regulations, and internal policies.
Team Leadership & Supervision
Supervise, train, and mentor junior account associates.
Review work completed by junior team members to ensure accuracy and quality.
Provide guidance on accounting practices and technical matters.
Assist management with resource planning and workflow coordination.
Process Improvement
Identify opportunities to improve accounting processes and operational efficiency.
Support implementation and enhancement of accounting systems and internal controls.
Contribute to the development of standard operating procedures and best practices.
Requirements
Education
Bachelor’s Degree in Accounting, Finance, or related disciplines.
Professional qualifications such as ACCA, CPA, ICAEW, or equivalent are advantageous.
Experience
- 3–5 years of accounting experience in an accounting firm, outsourcing firm, or professional services environment.
- Proven experience managing multiple client portfolios.
- Strong experience preparing full sets of accounts and financial reports.
- Strong understanding of accounting principles and financial reporting standards.
- Proficient in accounting software such as Xero.
- Advanced Microsoft Excel skills.