Client Account Services Senior Associate (Mumbai)

Client Account Services Senior Associate (Mumbai)

15 Aug
|
Elevate
|
Mumbai

15 Aug

Elevate

Mumbai

Elevate LLC | Partner Firm Opportunity

About Elevate
Elevate LLC is a next-generation skilled services platform that partners with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firm leaders by providing capital, operational support, technology, and strategic guidance—helping firms scale while preserving their independence and culture.

One of our Partner Firms is seeking an experienced Client Accounting Services Senior Associate to support and expand its growing pra ctice.

Senior Associate - Client Account Services
Experience Level:

3-6 years
Work Hours:

3 PM IST – 12 AM IST (430 AM – 1PM ET)
Location : Ahmedabad/Delhi, India (Office/Hybrid)

Overview
The ideal candidate will have at least five 5 years of experience in accounting and bookkeeping and demonstrate a strong working knowledge of general ledger maintenance, accounts payable, accounts receivable, ACH and wire transfers, bank reconciliations, and preparation of accurate trial balances. This role requires a strong communicator who can work effectively with both clients and a U.S.-based engagement team.

Key Responsibilities
Work as an effective team member to accurately complete client engagements and assigned tasks, including
Manage all aspects of day-to-day bookkeeping and accounting processes, including accounts payable, accounts receivable, payroll, journal entries, and bank reconciliations, in accordance with GAAP
Download, categorise, and reconcile banking and credit card transactions in QuickBooks, leveraging available automation and technology tools
Prepare bank reconciliations and reconcile all balance sheet accounts
Prepare monthly journal entries and support month-end close procedures




Prepare quarterly and annual payroll reports
Prepare and analyse monthly and annual financial statements
Prepare partnership and s-corporation tax returns

Skills Required
Ability to build strong working relationships with clients to gather information and resolve
issues effectively
tStrong documentation skills, with the ability to identify discrepancies and proactively resolve problems
Ability to identify and communicate client and engagement issues, as well as status updates, in a timely and organized manner
Demonstrated ability to collaborate effectively as part of a team to complete engagements accurately
Excellent written and verbal communication skills
Approaches projects with a strong sense of urgency, ownership, and accountability
Highly motivated, with the ability to work both independently and collaboratively in a team environment
Outstanding analytical, organizational, and project management skills

Qualifications
3–5 years of accounting and bookkeeping experience required
Associate or Bachelor’s degree required
Experience working in a mid-size public accounting firm preferred
Prior experience working for a U.S.-based firm required
Software proficiency including QuickBooks (Online and Desktop), Excel, and CCH Engagement

Perks &Perks;
Comprehensive Health Insurance covering you, your dependents, and parents
Provident Fund contributions in line with statutory requirements
Generous Leave Policy and paid holidays per calendar
Hybrid Work Model: flexible arrangement tailored to the role
Work-Life Balance: supportive workplace designed to help manage personal and professional responsibilities
Career Development & Growth: A continuous learning culture to help you grow, lead, and thrive in an AI-enabled future

📌 Client Account Services Senior Associate (Mumbai)
🏢 Elevate
📍 Mumbai

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