Overview
This senior-level role requires strong working knowledge of the organization’s policies and procedures, the AICPA’s rules, regulations, and code of professional conduct, and relevant IRS regulations and codes. The position also demands proficiency in research techniques, strong attention to detail and accuracy, and excellent time management. Success depends on demonstrated project management, organization, and client relationship skills in a fast-paced environment with multiple concurrent projects and deadlines. The ideal candidate is self-motivated, able to work independently with minimal supervision, and can adapt quickly to new software while collaborating effectively with both individual team members and the broader team.
Responsibilities
- Manage full-cycle client accounting services
- Accurately record financial transactions, including accruals, deferrals, and adjustments
- Reconcile balance sheet accounts (e.g., cash, accounts payable, accounts receivable) to ensure records are accurate and complete
- 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, including payroll tax filings, ensuring compliance and accuracy
- Allocate income and expenses using class tracking and/or job costing
- Maintain and support positive, productive client relationships through proactive and responsive communication
- Advise clients on best practices and recommend process improvements
- Assign and review staff-level work
- Set up new accounting files with chart of accounts in applicable software
- Prepare and review payroll and payroll tax forms, including annual forms W2, W3, 1099, 1096, 940
- Prepare and review quarterly payroll forms 941, 944 and unemployment reports
- Prepare and process sales tax returns
- Prepare and review Personal Property Tax Renditions
- Perform work in Adobe Acrobat due to the paperless nature and electronic transmission of reports, returns, and work product
- Conduct training and document internal processes
Minimum Requirements
- Bachelor’s Degree in Accounting or related discipline
- Minimum of 3 years of accounting experience, ideally in a client-focused environment in public accounting, or a combination of public accounting and industry experience, with strong experience preparing GAAP-based financial statements
- Highly proficient working in a cloud environment, with strong technology skills using a computer or laptop, mouse and keyboard, and multiple monitors
- Proficiency in Microsoft Office Applications, including Outlook, Word, and Excel, as well as QuickBooks Online
- CPA or CPA candidate preferred
Preferred Qualifications
- Experience with Bill.com, Xero, Gusto, Fixed Asset Manager, Workflow, Adobe Acrobat with PDF Flyer, and CaseWare
Compensation & Benefits
Base compensation: $78,000 - $95,000 annually, DOE.
Benefits & perks include:
- 401(k) Retirement Plan
- 16 Days PTO
- 9 Paid Holidays, plus firm closure for the Christmas break
- Medical, Dental, Vision, Life, Short-term and Long-term Disability insurance
- Formal career development program
- Community Involvement Program
- Kitchen stocked with complimentary snacks and drinks
Location
Remote, hybrid, or on site work is available.
Residents of California or New York will not be considered at this time.
Reasonable Accommodations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.