Client Accounting Services Senior

POSITION SUMMARY

At the senior level, an individual is expected to be knowledgeable with the Firm's policies and procedures; understand the rules, regulations, and code of professional conduct of the AICPA; possess an understanding of pertinent IRS regulations and code, FLSA, and TWC sections and regulations; and obtain a working knowledge of research techniques and the various research sources available to the Firm. At the Senior level, this individual must have strong project management, organization and client relationship skills. Additionally, this position requires a self-motivated employee who requires minimal supervision.  Must be able to learn new software quickly. Must be able to work individually and with other team members. Must be able to manage multiple projects and deadlines.

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.

Essential Functions Statement(s)

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  • Prepare financial statements through QuickBooks or applicable software, including:
    
    
    
    • Prepare and enter journal Entries for depreciation and amortization
    
    
    • Allocate income and expenses using class tracking and/or job costing features
    
    
    • Create and maintain Excel spreadsheets to calculate allocations of various
    
    
    • Review client entries and enter corrections by Journal Entry, as needed
    
    
    • Prepare Balance Sheet, Profit and Loss, Cash Flow Statements and General Ledger reports
    
    
    • Report potential bookkeeping problems to internal management
    
    
    • Communicate with clients about their books and gather missing information
    
    
    • Educate clients on Best Practices to maintain their books properly
    
    
    
    
  
  
  
  
  
  
  
  
  • Review accounting files prepared by clients to make ready for tax preparation and make adjustments by Journal Entry, as needed
  
  
  • Collaborate with clients, and assist them as they identify accounting needs, support them on bookkeeping issues, and provide them with training on basic accounting knowledge
  
  
  • Set up new accounting files with chart of accounts in applicable software
  
  
  • Prepare and review accounts payable and accounts receivable, as required
  
  
  • Review staff work
  
  
  • Prepare and review payroll, including making EFTPS tax payments and annual forms W2, W3, 1099, 1096, 940
  
  
  • Prepare and review quarterly payroll forms 941 and TWC
  
  
  • Prepare and process sales tax returns
  
  
  • Assist with and review TWC payroll audits
  
  
  • Prepare and review Personal Property Tax Renditions
  
  
  • Due to the paperless nature and electronic transmission of much of the reports, returns, and work product, must be able to work in Adobe
  
  
  • Conduct training and documentation of internal processes.
  
  
  • Prepare and review Prepared Financial Statements and Compilations
  
  
  
  
  

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
  

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/proficiency in Bill.com, Xero, Gusto, Creative Solutions Fixed Asset Manager, CCH Axcess, Adobe, Depreciation Solutions, and/or CaseWare is preferred.  

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