Client Accounting + Advisory Services Senior

Primary Responsibilities

• Verifies and enters details of transactions as they occur in a computerized accounting system
• Reconciles and balances accounts, including cash, accounts payables, accounts receivables, and credit cards
• Handles daily accounting mail, including notices and disbursements
• Prepares payroll and payroll tax returns on a timely basis
• Completes records to or through financial statements using a computer software program accurately and timely
• Prepares sales tax returns for various states, parishes, and counties
• Prepares bank reconciliations monthly
• Compiles reports to show statistics such as cash receipts and expenditures, accounts payable and receivable, profit and loss, and other items pertinent to operation of business
• Researches accounts payables and accounts receivable issues as needed
• Directs and monitors medical, dental, disability, and life insurance plans, 401(k) plans, and flex spending plans
• Makes or reviews monthly statements to clients
• Runs reports using the time and billing software program
• Tracks overdue client accounts, and performs collection efforts as requested by partners and managers
• Performs orientation of new employees
• Absorbs and assists clients at client location as needed
• Expands knowledge of sales tax laws, payroll tax laws, and various income tax laws related to client work

Education, Experience & Certifications

• Bachelor’s degree in accounting from a four-year college or university
• Two (2) to Four (4) years of related experience and/or training, or an equivalent combination of education and experience
• Active CPA License is a plus, candidates pursuing certification are encouraged to apply