Prepare comprehensive financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and timeliness.
Conduct financial analysis to identify trends, variances, and opportunities for clients to improve their financial position.
Manage and execute account reconciliations, ensuring all financial records are precise and up-to-date, with discrepancies resolved promptly.
Monitor and analyze expenses, ensuring adherence to budgetary guidelines and providing recommendations for cost-saving measures.
Support the development of financial reports that aid in strategic decision-making.
Assist in the preparation for external audits by providing auditors with necessary documentation and explanations.
Work with clients and auditors to address audit findings and ensure compliance with regulatory standards.
Prepare and review tax returns, ensuring compliance with local, state, and federal regulations.
Stay informed about changes in tax laws to provide accurate and up-to-date advice.
Build and maintain strong relationships with clients by understanding their business needs and providing timely, accurate accounting services as well as identifying areas of improvement and valuable insights for clients.
Ensure accurate and organized documentation of financial transactions and client interactions.
Respond promptly to client inquiries and ensure that all interactions reflect the firm’s commitment to excellent client service.
Collaborate with cross-functional teams, such as business development, to provide comprehensive services and support client acquisition efforts.
Provide guidance to junior accountants, reviewing their work for accuracy and compliance with accounting standards.
Foster a collaborative work environment that supports professional growth.
Ensure all financial activities comply with GAAP and other relevant regulations.
Implement updates to maintain the highest standards of compliance and integrity.
Utilize accounting software, including QuickBooks Online (QBO), Slack, Google G Suite, Monday.com, Tax Dome, ProConnect, and Zoom, to streamline financial processes.
Use technology tools effectively to manage client accounts and maintain accurate financial records.
Engage in ongoing learning and development to stay updated on industry best practices, emerging trends, and changes in accounting standards.
Requirements
Bachelor’s degree in Accounting, Finance, or a related field.
Minimum of 2-4 years of experience in the accounting or tax industry.
Strong knowledge of GAAP accounting and proficiency in accounting software, particularly QuickBooks Online.
Public Accounting experience is preferred.
CPA certification is preferred but not required
Tax experience is preferred but not required
Benefits
Comprehensive Benefits Package: Includes health, dental, vision, and retirement benefits.
Professional Growth: Opportunities for career advancement, supported by ongoing professional development and clear paths for progression.
Work-Life Balance: A fully remote work model with flexible hours as well as unlimited PTO, focusing on client satisfaction while allowing for a healthy balance between work and personal life. The company provides an in-office experience and workspace for those who prefer working on-site.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.