REVEL CPA: SENIOR ACCOUNTANT

Overview

This is a full-time, remote Senior Accountant role based in Chicago, IL (headquarters). The position supports a client-focused team working with entrepreneurs and businesses to manage accounting, reporting, and related compliance tasks.

Responsibilities

• Post weekly or monthly activity for clients into their cloud-based accounting systems
• Perform month-end reviews and reconcile accounts against bank and credit card statements
• Generate journal entries and any other accruals or adjustments needed for clients
• Use web-based tools to process payments for clients that utilize outsourced A/P functions
• Generate monthly or quarterly reporting dashboards for clients
• Respond to client inquiries about transactions and assist with minor technical issues in the technology stack
• Assist with running payroll for clients as needed
• Process monthly and quarterly sales tax returns
• Train clients on the systems they use as needed
• Periodically review alignment of services with clients’ goals and needs
• Review and perform quality assurance on junior staff member deliverables

Requirements

• Strong written and verbal communication skills, balancing approachability with professionalism
• Demonstrated attention to detail (including avoidance of spelling errors and careless mistakes)
• Staying current with accounting rules, regulations, and guidelines
• Ability to work comfortably online in cloud-based applications and with multiple software tools (with appropriate training)
• Ability to meet or exceed performance metrics in a results-driven environment
• Ability to work independently, manage tasks efficiently, and complete work on your own
• Comfortable collaborating in a team environment with shared goals and mutual support
• High discretion and commitment to protecting client privacy and sensitive information
• Proactive attitude and willingness to find new and better ways to get work done
• Experience with either Xero or QBO cloud-based accounting platforms (primary use is Xero)
• Ability to review a transaction and confidently determine how 80-90% of them should be categorized based on a typical chart of accounts
• Experience using a project management, task management, or practice management tool (preferably Asana) to track upcoming work and log completed tasks
• Proficiency in Google Suite and ability to use macOS

Compensation & Benefits

• Starting compensation: $80k
• Opportunities for bonuses based on goals and metrics
• Comprehensive healthcare and dental plans
• 401(k) retirement savings program
• Flexible schedule with work-from-anywhere flexibility
• Complimentary Peloton membership
• Generous paid time off (PTO)

Location

• Headquarters: Chicago, IL
• Remote role