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Key skills for this role
Serve as the key point of contact for clients, coordinating the collection of financial data and supporting documentation
Collaborate with the PAS Controller to assess and implement client reporting requirements in accordance with service agreements
Support client onboarding activities, ensuring timely and accurate setup of accounting processes and deliverables
Review financial statements and supporting workpapers to ensure accuracy, completeness, and adherence to accounting standards
Support the timely completion of monthly, quarterly, and annual close processes in alignment with established deadlines
Partner with the PAS Controller to enhance financial reporting packages and deliverables
Supervise and provide day-to-day oversight of 2-4 bookkeepers
Train, mentor, and develop team members, ensuring continuous improvement in performance and technical skills
Demonstrate leadership by proactively managing projects and guiding team execution
Develop, document, and maintain standardized and client-specific accounting processes and workflows
Create and refine financial reporting templates based on client requirements and service agreements
Identify opportunities for process improvements and drive implementation in collaboration with leadership
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Provide support for internal teams and external clients related to accounting systems and software utilization
Troubleshoot system and process issues, ensuring effective resolution and improved efficiency
What you’ll need for this position:
Role-Specific Qualifications
Bachelor’s degree in Accounting
3 to 5 years of accounting experience preferred
Experience with financial reporting
Demonstrated success in preparing and presenting accounting client deliverables
Prior supervisory or team lead experience is valued
Experience working with agricultural clients is a strong plus
Digital Fluency
Proficiency with QuickBooks Online, QuickBooks Desktop, and Xero; Experience with Basis a plus
Comfort navigating and learning new technologies, including AI enabled accounting tools and digital workflows
Ability to troubleshoot and support accounting software used by internal teams and clients
Critical Thinking & Professional Skills
Strong analytical and problem solving abilities
Excellent communication skills with the ability to explain financial information clearly
Detail oriented mindset with the ability to balance accuracy and efficiency
Demonstrated ability to mentor, coach, and build trust within a team
What’s in it for you:
Flexible work environment: Remote, hybrid, or in-office arrangmenets
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
Freedom to explore your areas of interest
Pinion offers a competitive compensation and excellent benefits package, including health, dental, vision, life, and disability insurance, 401k/profit-sharing, paid time off and holidays, flexible work arrangements, and paid parental leave.
Compensation: In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $56,000 to $85,000/year.
EEO: Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
Attest services are provided by KCoe Isom, LLP, a licensed CPA firm.
#LI-HYBRID
Private U.S. accounting and business advisory firm serving food, agriculture, manufacturing, and regional businesses.
Visit company websiteJobs and hiring trendsUSD 56000-85000 yearly / year
Full-time
Mid
Hybrid
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