Accountant - Client Accounting & Advisory Solutions

Overview

This role involves providing comprehensive accounting, bookkeeping, payroll, tax, and client advisory services. The position supports financial reporting, tax compliance, and client relationship management while contributing to team leadership and process improvements.

Responsibilities

Accounting & Bookkeeping Services:

• Prepare and post journal entries, including complex transactions.
• Reconcile bank accounts and other balance sheet accounts.
• Prepare compiled financial statements and customized client reports.
• Maintain fixed asset schedules, including depreciation and amortization.
• Review financial information for completeness, accuracy, and compliance.
• Assist with year-end accounting activities and financial reporting.

Payroll & Tax Support:

• Prepare and submit payroll tax filings and payment vouchers.
• Research payroll tax requirements and registrations across jurisdictions.
• Respond to payroll tax notices and correspondence from taxing authorities.
• Prepare individual, partnership, S-corporation, and corporate tax returns of moderate complexity.
• Assist with tax planning and tax liability projections.
• Identify tax-saving opportunities and communicate recommendations.

Client Advisory & Controller Services:

• Serve as a primary contact for assigned accounting, payroll, and tax clients.
• Review trial balances, income statements, and balance sheets.
• Prepare adjusting and reclassification journal entries.
• Review account reconciliations, loan activity, and fixed asset transactions.
• Help clients address accounting, tax, and operational challenges.
• Build strong relationships with business owners, managers, and stakeholders.

Systems & Process Support:

• Maintain and support client accounting software systems.
• Assist with software implementation, upgrades, and troubleshooting.
• Train client personnel on accounting and payroll software usage.
• Establish and maintain charts of accounts.
• Update and verify vendor and customer records.

Team Leadership & Development:

• Mentor and support less experienced accounting team members.
• Assist with training and onboarding activities.
• Promote a positive, collaborative, and professional team environment.

Requirements

• Associate's degree in Accounting or a related field required.
• Strong understanding of accounting principles, bookkeeping practices, and financial reporting.
• Experience preparing financial statements, reconciliations, and journal entries.
• Knowledge of payroll processing and payroll tax compliance.
• Proficiency with accounting and payroll software applications.
• Advanced Microsoft Excel and Microsoft Word skills.
• Ability to manage multiple priorities while meeting deadlines and client expectations.
• Ability to analyze financial statements and identify potential issues.
• Strong problem-solving and analytical skills.
• Excellent written and verbal communication abilities.
• Ability to explain technical financial concepts to non-financial audiences.
• High level of professionalism, discretion, and confidentiality.

Compensation & Benefits

The organization offers programs and benefits that encourage growth and development aligned with associates' needs and goals. Benefits include support for physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

Location

Not specified.

The employer is an Equal Opportunity Employer.