Senior Accountant, OAFC

Overview

This role is part of the outsourced accounting client delivery team and serves as a central contributor to delivering accounting support and services to clients. The Senior Accountant reviews and supports multiple areas of financial accounting and reporting, trains and develops accounting staff, and leads internal and client-facing system and process change projects.

Responsibilities

Responsibilities may include:

• Accounts Payable

  • Process, code and/or review vendor invoices
  • Review new vendor setup for accounts and files based on client needs and systems
  • Learn and master tools such as Bill.com

• Accounts Receivable

  • Review customer payments timely and accurately in multiple client accounting systems
  • Review revenues from third-party applications or banks into the accounting system
  • Monitor open receivables

• Payroll

  • Review payroll prior to transmission and validate confirmed reports
  • Review multiple clients’ payroll weekly, biweekly, or semi-monthly as required
  • Manage setup and processing of all payroll deductions, including benefits, tax, and wage garnishment obligations
  • Manage workflow to ensure payroll transactions are processed accurately and timely
  • Learn and master tools such as ADP RUN and Adaptive Resource Edge

• Reconciliations

  • Review reconciled general ledger accounts, including bank and investment accounts
  • Tie-out reconciliations of subsidiary ledgers to general ledger accounts

• Financial Reporting

  • Prepare monthly financial statements and reports for clients

• Team and process development

  • Train and develop accounting staff
  • Lead system and process change projects internally and with clients

Requirements

• Bachelor’s Degree in Accounting or equivalent training required
• 2–5 years’ accounting experience required
• Strong communication skills (verbal and written), serving as a driver of communication between the client and internal team
• Previous payroll, payables, receivables, and reconciliation experience a plus
• Strong technology skills using Microsoft Office (Word, Excel, PowerPoint, and Outlook at a minimum; more applications preferred)
• Experience with accounting systems; QuickBooks and Intacct preferred
• Excellent time management skills
• Strong interpersonal and relationship-building skills
• Team player with a positive “can-do” approach
• Ability to work independently, with minimal supervision
• Ability to learn new technology skills and systems quickly
• Timely, consistent, and accurate delivery of assignments
• Demonstrated understanding of accounting practices and regulations and ability to apply them accurately
• Demonstrated client-centric approach

Preferred Qualifications

• QuickBooks and Intacct experience

Compensation & Benefits

• Competitive salary and bonus plan
• Salary range: $89,000 – $ 104,000 per year (not inclusive of bonus potential)
• Flexible, Work from Anywhere Policy (Westborough, Boston, hybrid, or remote)
• Comprehensive benefits package including subsidized medical and dental, 401(k), life insurance, and disability coverage
• Generous and Flexible PTO
• On-staff leadership and professional development coaching and training
• Complimentary consultations with wealth management wealth advisors
• Abundant learning and development (CPE) catalog and resources
• Firm-sponsored memberships (AICPA, State CPA Society, and other associations)
• Zip2CPA and Tailored MBA Programs
• Peer-driven and partner-nominated awards
• Team member referral incentives
• Full access to an Automation Center of Excellence to streamline manual processes

Location

• Flexible, Work from Anywhere Policy: Westborough, Boston, hybrid, or remote
• Please note: while the position is remote, occasional travel to client locations, corporate meetings, and trainings may be required to facilitate effective collaboration and engagement implementation.

Equal Opportunity

The employer is an equal opportunity employer committed to providing a workplace free from harassment and discrimination. Accommodations are available for applicants with disabilities.