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Client Services Accountant Jobs (NOW HIRING)

Advantage Life Insurance

PR · On-site

The Client Service Accountant role supports the client services team in the preparation and processing of documentation related to daily insurance company transactions, as well as correspondence with ...

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How much do client services accountant jobs pay per year?

As of May 31, 2026, the average yearly pay for client services accountant in the United States is $68,326.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Services Accountant, and why are they important?

To thrive as a Client Services Accountant, you need a solid understanding of accounting principles, financial reporting, and client relationship management, typically backed by a relevant degree and often a CPA qualification. Familiarity with accounting software like QuickBooks, Xero, or Sage, and proficiency in Excel are commonly required technical skills. Strong communication, attention to detail, and problem-solving abilities help build trust and effectively address diverse client needs. These competencies ensure accurate financial management and foster long-term client satisfaction and business growth.

How does a Client Services Accountant typically collaborate with clients and internal teams to deliver effective financial solutions?

A Client Services Accountant regularly interacts with clients to understand their financial needs, answer queries, and provide tailored accounting solutions. They also work closely with internal teams such as tax specialists, auditors, and account managers to ensure cohesive service delivery. This role often involves balancing multiple client accounts, coordinating deadlines, and communicating complex financial information in a clear manner. Effective collaboration and communication skills are essential, as the accountant acts as a bridge between the client and the firm's broader financial expertise.

What is a Client Services Accountant?

A Client Services Accountant is a financial professional who manages accounting tasks and financial records on behalf of clients, typically for a firm or an agency. They handle bookkeeping, prepare financial statements, assist with tax filings, and provide financial advice tailored to each client's needs. Their role often involves working closely with clients to ensure compliance with regulations and to support their financial goals. Strong communication skills and attention to detail are essential in this position.
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Client Services Accountant jobs near you
Infographic showing various Client Services Accountant job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 57% Full Time, 33% Part Time, 1% Temporary, and 8% Contract. Highlights an 20% Physical, 20% Hybrid, and 60% Remote job distribution, with an average salary of $68,326 per year, or $32.8 per hour.
Client Services Accountant

Client Services Accountant

Twain Financial Partners

Saint Louis, MO • On-site

Full-time

Posted 19 days ago

Job description

ABOUT TWAIN FINANCIAL PARTNERS
Twain Financial Partners is an investment management firm located in St. Louis, MO with over $4 billion in assets under management within the public-private partnership sector. The firm works with a wide variety of investment types, specializing in tax credit, structured debt, and real estate transactions. Twain works closely with financial institutions, corporations, and high-net-worth individuals to structure and manage investments that offer both attractive economic return and social benefits.
GENERAL INFORMATION
The Client Services Accountant I at Twain Financial Partners ("Twain") is responsible for the management of 85-100 New Markets Tax Credit Investment Funds. This full-time position is located in St. Louis, Missouri and requires little or no travel.
RESPONSIBILITIES
  • Maintaining loan schedules in accordance to legal documentation
  • Preparing disbursement packets
  • Initiating disbursements on various banking platforms
  • Completing reporting requirements associated with portfolio within timelines
  • Preparing recon packets and reconciling other CSA entities as assigned
  • Reviewing tax returns for entities within portfolio and all tasks associated
  • Preparing & resolving requests from outside audit firms
  • Close new deals according to loan documents
  • Exit deals according to exit documents
  • Be the point of contact for investors, lenders and related partners for addressing deal specific questions and possible solutions.
  • Preparing quarterly loan reporting and annual compliance certificates
  • Maintain accurate bookkeeping for each legal entity
  • Monitor cash flows through the NMTC deal structure
  • Prepare quarterly and annual financial statements
  • Provide instruction/guidance to CDEs within the managed deals
  • Collect annual fund management fees and expense reimbursements

Requirements
PREFERRED EXPERIENCE
  • Excellent mathematical and analytical skills
  • Accounting and general ledger maintenance
  • Expert ability to identify and resolve exceptions and to interpret data
  • Ability to multi-task and be driven by a fast-paced environment
  • Must be able to meet deadlines
  • Must be able to work independently but also in a team environment

REQUIREMENTS
  • Accounting or finance degree

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