Client Accounting Services Senior

Position Summary

At the senior level, individuals are expected to be well-versed in the Firm’s policies and procedures, fully understand the AICPA’s rules, regulations, and code of professional conduct, and possess a strong knowledge of relevant IRS regulations and codes. A working proficiency in research techniques is also essential. Attention to detail, accuracy, and excellent time management skills are critical for success in this role. Senior-level individuals must demonstrate strong project management, organizational, and client relationship capabilities, excelling in a fast-paced environment while juggling multiple projects and deadlines. The ideal candidate will possess strong problem-solving skills and the ability to prioritize effectively. Additionally, this role requires a self-motivated individual who can work independently with minimal supervision. A quick learner, the candidate should also be able to adapt to new software and collaborate seamlessly with both individual team members and the broader team.

Essential Duties and Responsibilities

Reasonable Accommodations Statement: 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.

• Manage full cycle client accounting services
• Accurately record all financial transactions, including accruals, deferrals, and adjustments.
• Perform reconciliations of balance sheet accounts (e.g., cash, accounts payable, accounts receivable, etc.) to ensure that records are accurate and complete.
• Prepare and close the 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 a positive and productive client relationship with proactive and responsive communication
• Advise clients on best practices and provide recommendations for improving processes
• 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 the reports, returns, and work product
• Conduct training and documentation of internal processes.

Minimum Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Education: Bachelor's Degree in Accounting or related discipline
• Experience: A 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 a strong background in preparing GAAP-based financial statements.
• Computer Skills: Highly proficient in working in a cloud environment, with strong technology skills using a computer or laptop, mouse, and keyboard with multiple monitors.
• Certificates and Licenses: CPA or CPA candidate preferred
• Other Requirements: Proficiency in Microsoft Office Applications, including Outlook, Word, and Excel, as well as Quickbooks Online is required. Experience in Bill.com, Xero, Gusto, Fixed Asset Manager, Workflow, Adobe Acrobat with PDF Flyer, and CaseWare is preferred.

Pay

The base compensation for this position is $78,000 - $95,000 annually, DOE. Residents of California or New York will not be considered at this time. Position is available for remote, hybrid or on site work.

Benefits & Perks

• 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