Overview
This role involves assisting clients with a variety of accounting services, including analyzing and interpreting information from investment and trust companies, developing approaches to complete work, and effectively communicating financial statement reporting to clients and third-party representatives.
Responsibilities
- Perform accounting for investments on a monthly, quarterly, or annual basis to provide clients with traditional and/or trust accounting financial statements.
- Interview clients to determine accounting service needs and request necessary information via email, face-to-face meetings, or telephone.
- Analyze and interpret client information, understand their situations, develop effective approaches, and recommend systems and procedures.
- Train, mentor, develop, and motivate staff to provide exceptional client service while fostering a collaborative team environment.
- Provide cash management services, including maintaining adequate cash balances for accounts payable and payroll, and transferring funds as needed.
- Compose correspondence to staff, clients, governing agencies, or others as required.
- Reconcile trial balances, convert cash basis to accrual accounting, assist with complex accounting issues, and reconcile equity accounts to tax returns for various entity types.
- Plan and oversee projects, ensuring accuracy, efficiency, and completion within budget while managing multiple engagements.
- Perform tasks such as reconciling bank statements, financial statements, accounts, making journal entries, reconciling W-2s with payroll tax reports, and balancing to the general ledger.
- Perform other duties as assigned.
Requirements
- Bachelor’s degree.
- 2-5 years of tax, auditing, or accounting experience at a public accounting firm.
- Experience in a professional office setting with extensive client contact.
- Ability to anticipate client needs and make independent decisions on significant matters.
- Proficiency with write-up software and ability to train clients and staff on software, accounting, and payroll issues.
- Experience using various computerized in-house software platforms for electronic preparation of tax returns, payrolls, and reports in a paperless environment.
- Excellent customer service skills with clear communication abilities in one-to-one and small group settings, including handling escalating situations professionally.
- Superior knowledge of software platforms used.
- Ability to establish professional rapport with clients and colleagues, demonstrating courtesy and tact.
- Ability to maintain client confidentiality.
Preferred Qualifications
- Experience mentoring and developing staff.
- Strong organizational and project management skills.
Compensation & Benefits
- Competitive base salary commensurate with experience.
- Retirement plan.
- Health, dental, and vision insurance.
- Short-term and long-term disability options.
- Employee Assistance Program (EAP) benefits.
- Self-managed paid time off.
- Experience-based recognition.
- Continuing education support and incentives for achieving professional certifications and designations.
Location
Cheyenne, Wyoming
Candidates should be prepared to work in a setting that values personalized client service and community involvement, with access to local amenities and outdoor activities.