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Client Accounting & Operations Specialist — Part-Time, Hybrid

DSG Advisory CPA, PLLC • White Plains, NY, US • published 2026-09-28 08:55:07.228750

Description

**Job Summary** We are a boutique CPA firm providing tax, accounting, and advisory services to entrepreneurs and privately held businesses. We are a systems\-driven firm committed to excellence, partnership, continuous learning, and passion. We are seeking an experienced Client Accounting \& Operations Specialist to manage client follow\-up, accounts payable, accounting workflow, and routine operational matters. You will coordinate with our CPA, senior tax accountant, administrative staff, and offshore bookkeeping team to keep work moving and deadlines on track. This is not an entry\-level position. The ideal candidate can work independently, communicate directly with clients, and take ownership of recurring responsibilities without constant supervision **Responsibilities** * Manage accounts payable and coordinate approved client payments. * Follow up with clients for missing documents, information, and outstanding questions. * Coordinate monthly accounting work with the offshore bookkeeping team. * Review bookkeeping files, reconciliations, and supporting documents for completeness. * Monitor workflow, deadlines, and open assignments to ensure work stays on track. * Assist with pa...

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