Operates as a proactive, reliable owner of client work aligned with firm processes and leadership.
Balances accuracy, efficiency, and responsiveness in a fast-paced, multi-client environment.
Delivers high-quality bookkeeping and close support clients can trust.
Demonstrate strong technical and Excel skills using formulas, reconciliations, and structured workpapers to analyze data and support accurate financial closes.
Manage multiple client engagements simultaneously, meeting deadlines and prioritizing based on client needs and complexity.
Take full ownership of assigned clients and tasks, ensuring thorough and accurate work beyond simply "checking the box." Focus on detail-level accuracy.
Maintain proactive communication by informing managers of progress, timelines, and potential issues; raise concerns early regarding delays or risks.
Willingly ask for help or escalate issues when client deadlines, data integrity, or firm standards are at risk.
Problem-solve independently by troubleshooting issues, researching solutions, and coming prepared with context and questions for management.
Show commitment to client service through responsiveness, professionalism, and attention to detail.

Requirements

Degree in accounting from a 4-year college or university.
At least 2 years of relevant experience in a multi-client environment.
Familiarity with accounting for multiple industries and full-cycle accounting.
Solid understanding or willingness to learn Strata’s tech stack including Gusto, Bill, Teamwork, Slack, Expensify, Fathom, and other cloud accounting software.
QBO and Xero certifications.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

bookkeepingfinancial closesExceldata analysisreconciliationsformulasfull-cycle accountingproblem-solvingmulti-client managementattention to detail

Soft Skills

proactive communicationresponsivenessprofessionalismownershiptime managementindependenceclient serviceaccuracytroubleshootingescalation

Certifications

QBO certificationXero certification