Note: The job is a remote job and is open to candidates in USA. Atchley & Associates, LLP is a firm specializing in client accounting services, and they are seeking a Client Accounting Services Senior. This role involves preparing financial statements, collaborating with clients on their accounting needs, and managing multiple projects while ensuring compliance with relevant regulations.
Responsibilities
- Prepare financial statements through QuickBooks or applicable software, including:
- Prepare and enter journal Entries for depreciation and amortization
- Allocate income and expenses using class tracking and/or job costing features
- Create and maintain Excel spreadsheets to calculate allocations of various
- Review client entries and enter corrections by Journal Entry, as needed
- Prepare Balance Sheet, Profit and Loss, Cash Flow Statements and General Ledger reports
- Report potential bookkeeping problems to internal management
- Communicate with clients about their books and gather missing information
- Educate clients on Best Practices to maintain their books properly
- Review accounting files prepared by clients to make ready for tax preparation and make adjustments by Journal Entry, as needed
- Collaborate with clients, and assist them as they identify accounting needs, support them on bookkeeping issues, and provide them with training on basic accounting knowledge
- Set up new accounting files with chart of accounts in applicable software
- Prepare and review accounts payable and accounts receivable, as required
- Review staff work
- Prepare and review payroll, including making EFTPS tax payments and annual forms W2, W3, 1099, 1096, 940
- Prepare and review quarterly payroll forms 941 and TWC
- Prepare and process sales tax returns
- Assist with and review TWC payroll audits
- Prepare and review Personal Property Tax Renditions
- Due to the paperless nature and electronic transmission of much of the reports, returns, and work product, must be able to work in Adobe
- Conduct training and documentation of internal processes
- Prepare and review Prepared Financial Statements and Compilations
Skills
- Bachelor's Degree in Accounting or related discipline
- A minimum of 3 years of accounting experience, ideally in a client-focused environment in public accounting, or a combination of public accounting and industry experience, with a strong background in preparing GAAP-based financial statements
- Highly proficient in working in a cloud environment, with strong technology skills using a computer or laptop, mouse, and keyboard with multiple monitors
- Proficiency in Microsoft Office Applications, including Outlook, Word, and Excel, as well as Quickbooks Online is required
- CPA or CPA candidate preferred
- Experience/proficiency in Bill.com, Xero, Gusto, Creative Solutions Fixed Asset Manager, CCH Axcess, Adobe, Depreciation Solutions, and/or CaseWare is preferred
Benefits
- 401(k) Retirement Plan
- 16 Days PTO
- 9 Paid Holidays, plus Firm closure for the Christmas break
- Medical, Dental, Vision, Life, Short-term and Long-term Disability insurance
- Formal career development program
- Community Involvement Program
- Kitchen stocked with complimentary snacks and drinks
Company Overview