Role Description
The Account Specialist in the Accounts Department is responsible for overseeing and managing a portfolio of client accounts, ensuring accurate financial record-keeping, and facilitating effective communication between clients and the accounting team. This role plays a crucial part in maintaining client satisfaction, financial accuracy, and compliance with relevant regulations.
Key Responsibilities:
– Client Account Management:
– Serve as the main point of contact for a designated portfolio of client accounts.
– Develop and maintain strong client relationships, understanding their financial needs and objectives.
– Provide personalized financial advice and guidance to clients.
– Financial Record-Keeping:
– Maintain accurate and up-to-date financial records for each client account.
– Prepare and review financial statements, invoices, and reports.
– Ensure compliance with accounting standards, regulations, and company policies.
– Financial Analysis:
– Analyze financial data and statements to identify trends, discrepancies, or opportunities for improvement.
– Provide clients with insights and recommendations to optimize their financial performance.
– Budgeting and Forecasting:
– Collaborate with clients to create and manage budgets and financial forecasts.
– Monitor actual financial performance against budgeted figures and adjust strategies accordingly.
– Billing and Collections:
– Generate and send invoices to clients, ensuring accuracy and timeliness.
– Manage collections and follow up on outstanding payments.
– Compliance and Reporting:
– Ensure that all financial activities comply with relevant laws, regulations, and accounting standards.
– Prepare and submit financial reports to clients and regulatory authorities as required.
– Problem Resolution:
– Address client inquiries, concerns, and financial issues promptly and professionally.
– Work with internal teams to resolve complex financial matters.
– Client Education:
– Educate clients on financial best practices, tax implications, and compliance requirements.
– Provide guidance on optimizing financial strategies.
– Documentation and Record-Keeping:
– Maintain organized and secure records of financial transactions, contracts, and agreements.
Qualifications:
– Bachelor’s degree in finance, accounting, or a related field. A master’s degree or relevant certifications (e.g., CPA) is a plus.
– Proven experience in accounting, financial management, or a related role.
– Strong knowledge of accounting principles,
financial analysis, and taxation.
– Proficiency in accounting software and financial management tools.
– Excellent communication and interpersonal skills.
– Strong analytical and problem-solving abilities.
– Ability to work independently and as part of a team.
– Attention to detail and a high level of accuracy.
– Customer-focused attitude with a commitment to client satisfaction.
– Knowledge of relevant industry regulations and compliance standards.
Preferred Qualifications:
– Previous experience in a similar role within the finance or accounting industry.
– Familiarity with industry-specific accounting software and tools.
– Experience working with a diverse range of clients or industries.
– Advanced knowledge of tax regulations and financial planning.
TAC Security is a global leader in vulnerability management with headquarters in San Francisco and offices across India, including Chandigarh. TAC Security’s Enterprise Security in One Framework (ESOF) is an AI-based vulnerability management platform that has been recognized as Gartner’s Customer First Choice Solution for Vulnerability Management/Assessment. The company has been awarded as a “Great Place to Work” and is a third-time “Great People Manager Company” by GMI in association with Forbes and The Economic Times. TAC Security protects Fortune 500 companies, leading enterprises, and governments around the world.
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