Are you someone who is motivated by providing outstanding client service, connecting with clients and team members, managing multiple priorities all while learning? To be successful you must be quality and client focused, results and detailed oriented, a team player, intuitive, organized, analytical and dependable. You must be proficient in Excel, possess excellent written and verbal communication and be comfortable working in an entrepreneurial environment. Additionally, you must have relatable technical accounting experience, including using accounting systems such as Sage Intacct and NetSuite, supervise team members, and communicate effectively with clients. You must be able to work in a team who values accountability, integrity, and commitment. If this profile describes who you are, then it sounds like you should be a part of our team.
We offer competitive benefits including health, dental, vision, STD, LTD, and life insurance. We are focused on the development of our team and require 20 hours of continuing education for non-CPA team members.
You will be required to demonstrate your skills and abilities for the following activities as required for the role.
- Reviewing accounting transactions (accounts payable, accounts receivable, and cash transactions) for accuracy and consistency
- Understand and encourage yourself and team members to automate routine accounting transactions
- Ensure appropriate documentation for tasks and review procedures
- Maintain compliance with policies and procedures for approvals and monetary thresholds
- Complete the reconciliation between subledgers and general ledger
- Manage client communication and follow-up, including discussing outliers from automated accounting processes
- Back-up support for credit card reconciliations
- Maintain and nurture client relationships
- Special projects and other duties as needed and assigned
- Maintain the integrity of the firm in all correspondence and client interactions
- Be tech savvy and comfortable to work in a variety of accounting systems including: Sage Intacct, NetSuite, Bill.com, Gusto, and Paycom