Senior Associate, Client Accounting – Winery Practice
Perkins & Co
full-time
Posted on:
Location Type: Hybrid
Location: Portland • Oregon • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $95,000 per year
Job Level
Senior
About the role
- Prepare more complex financial statements and able to analyze and identify any errors or omissions made by clients.
- Fully researches issues and presents pertinent guidance in support of suggested alternatives.
- Displays full proficiency in the areas of accounts payable management, accounts receivable management, payroll and sales tax issues related to recording and reconciling into books as applicable to the engagement assigned.
- Assists client and others in resolving problems related to systems or software.
- Participate in process improvement initiatives and pilot new tools and engage in training on automation and AI tools as they are introduced.
- Develop AI literacy (prompt design, validation, exception handling).
Requirements
- Bachelor's degree in a related field from four-year college or university is required.
- Five+ years related experience required; wine industry exposure preferred.
- Experience with maintaining client relationships in a professional services environment is preferred.
- QuickBooks Online ProAdvisor Certification is required (or commitment to obtain within two months of employment); experience with QuickBooks desktop version also required.
- Advanced Microsoft Excel skills.
- Experience with the process of wine costing.
- Experience with one or more of the following wine industry software platforms is strongly preferred; InnoVint, Orderport, Commerce 7, VinTrace, WineDirect.
- Proactive, effective English verbal and written communication skills are required.
- Strong computer skills including database, spreadsheet, report writing, project management, graphics, word processing, presentation creation/editing, etc. is required.
- Must travel to client sites as needed (travel time is approximately 10% local travel; 5% out of market).
- Experience in a large local/regional or national CPA firm is strongly preferred.
Benefits
- 4 weeks of PTO
- 14.5 paid holidays
- Paid leave options including parental leave
- 401(k) profit sharing plan; immediate vesting of employer contributions
- Incentive plan for sales leads
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial statement preparationaccounts payable managementaccounts receivable managementpayroll managementsales tax reconciliationprocess improvementAI literacyprompt designexception handlingadvanced Microsoft Excel
Soft skills
problem resolutionclient relationship managementeffective communicationproactive approach
Certifications
Bachelor's degreeQuickBooks Online ProAdvisor Certification