Junior Accountant

Ideal position for a Junior Accountant that wants to learn advanced tax strategies, investment strategies, tax preparation and help business owners in their growth. Join our growing financial service firm as it targets aggressive growth in bookkeeping, tax strategy and tax preparation with a longer term plan of adding other financial service pillars in-house (wealth management, insurance, CFO services). Opportunity to continue to learn and master advanced tax savings and wealth generation and estate planning strategies for many clients.

May be eligible to be converted to full time position with benefits based on performance.

As part of the applicant process, we would like to ask you to find 6-7 uninterrupted minutes to take a survey. We want to ensure you are a good fit for us and we want to be
a good fit for you. We want this to be a win-win situation and most importantly, we want
you to love coming to work every day. Only applications that complete the assessment
will be considered for hire.

Take the survey here: https://go.cultureindex.com/p/yYx905piOyq6V8

About us

Our goal is to maximize tax savings and wealth generation for individuals and to transform small and medium sized businesses into towering success stories through converging the brilliance of entrepreneurial minds with the precision of experienced accounting and financial services. We provide advanced tax strategies to our clients and help them implement them side by side.

Responsibilities:
- Maintain accurate and up-to-date financial records for multiple clients.
- Prepare financial statements including income statements, balance sheets, profit and loss, and cash flow statements for clients
- Interact with payroll team to ensure proper processes, ensuring accurate and timely
payment to clients' employees
- Perform balance sheet reconciliations to ensure accuracy and integrity of financial data
- Apply technical accounting principles to complex transactions and financial reporting
- Maintain general ledger accounts and ensure proper recording of financial transactions
- Demonstrate strong financial acumen and understanding of industry trends and
regulations
- Collaborate with clients and colleagues to deliver high-quality public accounting services
- Handle bookkeeping tasks including but not limited to accounts payable, accounts receivable, payroll, and bank reconciliation.
- Onboard new accounting clients and maintain client relationships

Skills:
- Proficiency in financial analysis techniques and tools
- Strong knowledge of financial statement preparation and analysis
- Experience in payroll management and compliance
- Ability to perform accurate balance sheet and bank reconciliations
- Expertise in technical accounting principles and practices
- Excellent financial acumen with a deep understanding of industry trends and regulations
- Prior experience in public accounting is highly desirable
- Familiarity with a wide range of financial services, including tax planning, budgeting, and investment advice

As a Junior Accountant, you will play a crucial role in providing financial expertise and guidance to clients. Your responsibilities will include conducting financial analysis, preparing financial statements, managing payroll processes, performing balance sheet reconciliations, applying technical accounting principles, maintaining general ledger accounts, demonstrating strong financial acumen, collaborating with clients and colleagues in public accounting services, as well as the opportunity to learn other financial services such as tax planning and strategy. To excel in this role, you should possess skills in financial analysis, financial statement preparation, payroll management, balance sheet reconciliation, technical accounting, general ledger accounting, financial acumen, public accounting, and financial services.

Job Types: Full-time, Part-time, Contract

Pay: $20.00 - $35.00 per hour

Expected hours: 40 – 55 per week

Benefits:

• On-the-job training
• Professional development assistance

Experience level:

• 1 year

Schedule:

• Monday to Friday

Experience:

• Accounting: 1 year (Preferred)

License/Certification:

• CPA (Preferred)
• Enrolled Agent (Preferred)

Ability to Commute:

• Peoria, AZ 85345 (Required)

Work Location: In person