• Ensure compliance with GAAP, regulatory requirements, and firm policies • Review and oversee the accuracy of client deliverables • Conduct account reviews and resolve accounting issues as they arise • Serve as a primary point of contact for assigned clients • Manage ongoing client communications and expectations • Conduct client meetings and address questions or concerns in a timely manner • Manage multiple client accounts and deadlines simultaneously • Coordinate with accounting, tax, and advisory teams to meet client needs • Address issues proactively in a fast-paced environment • Identify opportunities to expand services for existing clients • Assist with proposals, renewals and client transitions • Support firm initiatives related to growth, process improvement and scalability • Prepare client performance and financial reports • Analyze financial data for insights to clients