Client Services Accountant

Accounting

Client Services Accountant

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  • Date posted
    April 16, 2026
  • Expiration date
    July 16, 2026
  • Application ends
    July 16, 2026

They are seeking motivated, eager-to-learn individuals who thrive in a positive, growth-oriented environment. This role will be responsible for supporting accounting and tax-related functions and offers an excellent work-life balance.

Responsibilities:

  • Maintain and track financial schedules in alignment with applicable documentation and requirements
  • Prepare disbursements and manage funding across banking platforms
  • Complete portfolio reporting and perform reconciliations for assigned entities
  • Review tax returns and support related tax and audit activities
  • Support full deal lifecycle, including closings and exits
  • Act as point of contact for investors, lenders, and partners
  • Prepare loan reporting, compliance certificates, and financial statements
  • Maintain entity-level bookkeeping and monitor cash flow across NMTC structures
Requirements
  • Bachelor’s degree in Accounting or Finance preferred
  • Strong analytical and mathematical skills
  • Experience with accounting and general ledger maintenance
  • Ability to identify, interpret, and resolve discrepancies
  • Comfortable multitasking in a fast-paced environment
  • Able to meet deadlines and work both independently and collaboratively
  • Are you interested in this position?

     

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