Senior Client Account Analyst

Role Overview

• Provides support to less experienced team members, providing guidance in preparing deliverables, verifying accuracy, and resolving technical issues.
• Executes payment processing, including tax-related transactions, and performs reconciliations across systems.
• Apply established procedures to independently complete routine and moderately complex work with minimal guidance.
• Assists with team knowledge sharing and onboarding support to promote consistency and efficiency.
• Identifies process gaps, supports workflow improvements, and change initiatives.
• Partners with internal teams to resolve customer issues and support service delivery.
• Researches and resolves client accounting and tax-related issues; identifies root causes and implements solutions within defined guidelines.
• Performs non-routine and some routine tasks; resolves most issues independently and escalates more complex matters as needed.
• Reconciles disability, absence and statutory payments for moderately complex accounts; reviews for discrepancies and ensures accuracy.
• Analyze account activity, customer requests, invoices, and payment history to determine appropriate actions.
• Prepares journal entries and supports ongoing transaction accuracy.
• Ensures accuracy of tax reporting and support responses to standard inquiries (e.g., W-2s, 1099s).
• Communicate with internal partners and external contacts to obtain information and resolve issues.
• Participate in team or client discussions as needed to support issue resolution and process improvements.

Requirements

• Strong knowledge of disability and absence products and plan design.
• Proven ability to interpret and work with employers and brokers.
• Ability to influence and guide internal and external stakeholders.
• Experience and proficiency using Microsoft Office Suite software.
• Experience with executive level reporting and escalation.
• Familiar with group accounts as it relates to client accounting procedures.
• Excellent comprehension, writing, and grammar skills and strong research, mathematical, and reasoning abilities.
• Strong accounting and tax knowledge.
• Excellent oral, written, and interpersonal communications skills to effectively interact with internal and external customers.
• Understands the implications of new information for both current and future problem solving and decision-making.
• Ability to support less experienced employees by providing guidance and knowledge sharing, to strengthen team capability and performance.
• Excellent time management skills.
• Bachelor's Degree in accounting, finance or a related field.
• 4 or more years of professional job-related experience.
• Knowledge of Internal Revenue Service (IRS) codes and regulations, Generally Accepted Accounting Principles (GAAP), and other relevant regulations

Benefits

• medical, dental, and vision coverage
• prescription drug coverage
• health care flexible spending
• dependent care flexible spending
• Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)
• 401(k) plans
• annual bonuses
• opportunity to purchase company stock
• 11 paid holidays
• up to 20 days PTO
• state-mandated sick leave if eligible
• other leaves of absence if eligible