Responsibilities: What youll be doing:
- Responsible for performing a detailed review of the financials and supporting work papers
- Works timely to meet project deadlines established with the controller
- Works with client to acquire the necessary information to produce the financials
- Works with the Controller to discuss additional reporting requirements within the scope of the service agreement
- Assists with training and developing Bill Pay Specialists and Bookkeepers
- Supervises a team of 2 to 4 Bill Pay Specialists and Bookkeepers, assisting with training and development
- Documents and develops client-specific processes and trains staff
- Actively participates in client onboarding
- Creates and develops reporting templates based on reports agreed upon in the service agreement. Works with the Controller to identify reporting needs.
- Solves problems with peers, escalating up only to the level necessary
- Supports both internal and external clients software needs
- Demonstrates initiative to project lead and oversee team
- Communicates regularly with the controller
Qualifications: What youll need for this position:
- At least 3 years of experience in public accounting (CPA not required)
- Experience using QBO and/or Xero
- Experience with financial reporting
- Understands, oversees, and reviews the information gathering of the 1099 reporting process
- Demonstrated success in preparing and presenting accounting client deliverables
- Excellent communication skills, including the ability to articulate financial information
- Experience leading and mentoring other team members
- Technical training abilities
Whats in it for you:
- A people-centered culture, with fun, included among our core firm values
- A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
- A fast track to leadership and influence for those who pursue it
- Excellent pay, flexibility, and benefits including health, dental, vision, life and disability insurance, 401k/profit sharing, paid holidays, flexible work arrangements, and paid leave.
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