- Manage, review, and approve day-to-day activities of staff, including daily/weekly reconciliation for payroll, tax, and benefit accounts
- Manage, mentor, and provide performance evaluations for select staff members
- Provide technical and professional development training to the team
- Establish weekly assignments supporting team and company success and individual development
- Prepare month-end reconciliations, research financial differences, and support Corporate Accounting
- Collaborate with the Product Team and internal stakeholders to test and roll out new business initiatives
- Monitor cash across the total client base to mitigate risk and ensure activity is properly recorded
- Recommend mechanisms and action plans to address cash shortfalls and excesses
- Develop policies and procedures that strengthen internal controls, increase efficiency, and enable scaling
- Recommend and instruct staff to make cash collections based on reports
- Ensure department operating procedures and internal controls are followed
- Drive continued process improvement
- Review and approve process documentation
- Support Client Services inquiries
- Support Audit teams with timely SOX/SOC and other compliance documentation
- Review and approve Client Credits in accordance with company policies
Requirements
- HS diploma required
- Bachelor’s degree in Finance or Accounting preferred
- 5+ years’ experience in a payroll service or banking operations
- 3+ years in service bureau account reconciliations
- Experience managing and mentoring staff preferred
- MasterTax Software experience
- Thorough understanding of payroll service bureaus
- Problem solving ability
- Ability to work in a fast paced environment
- Strong team and individual work ethic preferred
- Strong communication skills and problem-solving ability
- Proficiency in MS applications including Excel and Access
- High level of integrity
- Ability to sit at a desk or workstation for extended periods, typically 7–8 hours a day
- Ability to operate computer and phone systems and use multiple software programs simultaneously
Core Competencies
Demonstrates expertise in payroll service operations, account reconciliations, and financial management while effectively mentoring staff and driving process improvements. Proficient in developing policies that enhance internal controls and ensure compliance with SOX/SOC standards.
Highest-signal resume keywords
- Payroll Service Operations
- Account Reconciliation
- Staff Management and Mentoring
- MasterTax Software
- Process Improvement
Hard Skills
- Account Reconciliation
- Payroll Service Operations
- Financial Management
- Policy Development
- Cash Management
- SOX/SOC Compliance
- Excel Proficiency
- Access Proficiency
Soft Skills
- Problem Solving
- Strong Communication
- Teamwork
- Work Ethic
- Integrity
Industry Keywords
- Payroll Service Bureau
- Banking Operations
- Internal Controls
- Compliance Documentation
Tools & Technologies
- MasterTax Software
- MS Excel
- MS Access
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Lead Client Funds Accounting – Benefits Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.
