Client Accounting Services Senior

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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.
• 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.

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

MINIMUM REQUIREMENTS

• 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.