Client Accounting Advisor

About the role

We are seeking a Client Accounting Advisor with a focus on outsourced accounting to work on-site in our Richmond office. Our Client Accounting & Advisory Services Team provides full-service accounting support, state and local tax services, consulting on accounting software, and strategic advisory services for small-to-medium sized companies across a variety of industries. You will have immediate client contact, playing a key role in building strong relationships while delivering high-quality services. We offer a superior work environment, including an open-door atmosphere, unlimited growth opportunities, and limited travel. The role is part-time with a minimum commitment of 25 hours per week, with the potential for the position to grow to full-time in the future.

Responsibilities

• Reconcile bank accounts and credit card accounts
• Reconcile subsidiary accounts to control accounts
• Post periodic transactions and adjusting journal entries to accounting software
• Prepare payroll and payroll tax returns
• Prepare sales and other local tax returns i.e. 1099s
• Prepare periodic financial statements and customized financial reports
• Maintain and review General Ledger, Accounts Payable, and Accounts Receivable
• Advise clients on accounting, tax, and financial matters
• Analyze financial statements for trends, opportunities, and areas of improvement
• Assist clients with QuickBooks Online set-up, training, and troubleshooting
• Utilize technology platforms in conjunction with QuickBooks Online (i.e. HubDoc, Bill, Double)
• Collaborate closely with clients and internal team members to ensure goals and deadlines are met

Requirements

• Minimum of 3 years of industry-related experience required, preferably in a professional services or public accounting firm
• Hands-on experience with QuickBooks Online (QBO) is required
• Degree in Accounting required

Skills

• Proactive, clear and effective communication (both written and oral)
• Strong technical accounting skills and a solid understanding of U.S. GAAP and tax principles
• Proficiency with other cloud-based accounting technology and Microsoft Office products
• Detail-oriented with a strong commitment to delivering quality work
• Ability to work independently, prioritize tasks effectively, and meet deadlines
• Demonstrate flexibility, teamwork, and a positive attitude
• Excellent interpersonal, analytical, and problem-solving abilities
• A desire for continuous professional growth and development

Benefits

• Dress for your day policy
• Fun firm activities
• Coaching/mentorship as well as continuing education courses
• Flexible work arrangements possible if certain conditions are met

Why WellsColeman?

At WellsColeman, we C-A-R-E. Our culture is rooted in open, honest, and effective communication, and we strive to exceed the expectations of our team members and clients. We provide a dynamic work environment where your professional growth is a priority, and your contributions are valued. Our Core Values:

• Culture: Make a difference in the lives of clients, team members, and the community while having fun
• Accountability: Deliver excellent results to our team, and our clients
• Relationships: Build strong relationships with our team and our clients through active listening, clear communication, and exceptional service
• Excellence: Consistently exceed client expectations with high-quality work delivered on time

If you are ready to take your career to the next level with a firm that values excellence, accountability, and relationships, we encourage you to apply today. WellsColeman is committed to fostering and nurturing a diverse, equitable, and inclusive work environment and we encourage applicants of all backgrounds to apply.