Client Accounting Services Senior

Position Summary

This senior-level accounting role requires comprehensive knowledge of accounting principles, firm policies, AICPA rules and professional conduct, as well as relevant IRS regulations. Candidates must demonstrate proficiency in research techniques, attention to detail, accuracy, and excellent time management. Strong project management, organizational skills, and client relationship management are essential to succeed in a fast-paced environment with multiple projects and deadlines. The role demands a self-motivated individual capable of working independently with minimal supervision, quickly adapting to new software, and collaborating effectively with team members.

Responsibilities

• Manage full cycle client accounting services
• Accurately record all financial transactions, including accruals, deferrals, and adjustments
• Perform reconciliations of balance sheet accounts such as cash, accounts payable, and accounts receivable
• Prepare and close monthly accounting books ensuring all entries are posted and reconciled
• Produce monthly, quarterly, and annual financial statements including balance sheets, income statements, and cash flow statements
• Oversee payroll processing and payroll tax filings ensuring compliance and accuracy
• Allocate income and expenses using class tracking and/or job costing
• Maintain positive and productive client relationships through proactive and responsive communication
• Advise clients on best practices and recommend process improvements
• Assign and review work performed by staff
• Set up new accounting files with chart of accounts in applicable software
• Prepare and review payroll and payroll tax forms including W2, W3, 1099, 1096, 940, 941, 944, and unemployment reports
• Prepare and process sales tax returns and Personal Property Tax Renditions
• Perform work using Adobe Acrobat due to paperless and electronic transmission requirements
• Conduct training and document internal processes

Compensation and Work Arrangement

• Base salary range: $78,000 - $95,000 annually, depending on experience
• Position available for remote, hybrid, or on-site work
• Residents of California or New York will not be considered at this time

Benefits

• 401(k) Retirement Plan
• 16 days paid time off (PTO)
• 9 paid holidays plus firm closure during Christmas break
• Medical, dental, vision, life, short-term and long-term disability insurance
• Formal career development program
• Community involvement opportunities
• Kitchen stocked with complimentary snacks and drinks

Minimum Requirements

Education:

• Bachelor's degree in Accounting or related discipline

Experience:

• Minimum of 3 years accounting experience, preferably in a client-focused public accounting environment or a combination of public accounting and industry experience
• Strong background in preparing GAAP-based financial statements

Technical Skills:

• Highly proficient in cloud-based environments
• Strong computer skills using multiple monitors
• Proficiency in Microsoft Office applications including Outlook, Word, and Excel
• Proficiency in QuickBooks Online required
• Experience with Bill.com, Xero, Gusto, Fixed Asset Manager, Workflow, Adobe Acrobat with PDF Flyer, and CaseWare preferred

Certifications:

• CPA or CPA candidate preferred

Reasonable Accommodations

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job.