Note: The job is a remote job and is open to candidates in USA. Wegner CPAs is a client-focused accounting firm seeking an experienced Senior Accountant to serve as a trusted accounting resource for a portfolio of clients. The role oversees daily accounting activities, financial reporting, client workflows, reconciliations, month-end closing, and client relationships while providing technical guidance and mentoring to staff.
Responsibilities
- Manage day-to-day accounting and reporting activities for assigned clients, ensuring accurate and timely processing
- Utilize accounting platforms including Bill.com, Sage Intacct, and QuickBooks Online to coordinate client transactions and workflows
- Serve as a primary point of contact for clients and coordinate the flow of information with tax teams, outside auditors, and other professional service providers
- Coordinate and review the work of A/P, A/R, and Payroll Specialists supporting client engagements
- Monitor client cash flow and maintain necessary schedules and supporting documentation
- Review and approve Bill.com transactions before they are released to clients for approval
- Prepare bank and other balance sheet reconciliations
- Complete daily and monthly accounting transactions and month-end closing processes
- Review and approve transaction coding and general ledger classifications
- Prepare and organize accurate, well-documented workpapers
- Review general ledgers for completeness, accuracy, and missing transactions
- Develop and maintain documented accounting procedures to support accurate and timely financial reporting
- Prepare interim financial statements and supplementary schedules as needed
- Apply and develop technical knowledge of GAAP and other applicable accounting standards
- Build and maintain strong client relationships by providing exceptional service and proactive communication
- Communicate regularly with engagement leaders and provide weekly updates on client engagements
- Develop expertise in one or more accounting applications and serve as a firm resource for that technology
- Provide guidance, direction, and training to staff and intern-level associates, including reviewing their work
- Manage multiple client engagements and priorities while meeting deadlines and budget expectations
Skills
- Associate's or Bachelor's degree in Accounting
- 3–5 years of accounting or related professional experience
- Strong analytical and problem-solving skills
- Proficiency with Microsoft Office, particularly Excel
- Knowledge of general ledger accounting software
- Working Solid knowledge of GAAP and accounting principles
- Strong written and verbal communication skills
- Demonstrated ability to build effective relationships with clients and colleagues
- Ability to manage multiple projects and meet deadlines in a fast-paced environment
- Strong teamwork and leadership skills
- Willingness to train, mentor, and develop less-experienced team members
- Public accounting experience
- CPA certification or progress toward CPA certification
- Experience with **Bill.com, Sage Intacct, QuickBooks Online**, or similar accounting platforms
- Experience serving multiple clients or managing multiple accounting engagements
Benefits
- Professional growth
- Exposure to multiple industries and accounting systems
- Hybrid and remote work opportunities are available
Company Overview
Company H1B Sponsorship