Maintain assigned clients within approved budget and scope, on an accrual basis, proactively managing utilization and administrative requirements, often with support from an Associate
Track time on client engagements, manage work within established budgets, and clearly explain budget variance
Lead client meetings and provide high level customer service and financial insight
Partner with third party advisors and client stakeholders as needed
Take full ownership of writing and updating the Client Procedure Manual to ensure it is complete and accurate at all times
Support and manage clients transitioning out of Implementation, assuming ownership through stabilization and ongoing service delivery
Navigate complex or undefined client situations that are not fully documented or prescriptive
Act as a proactive change agent by identifying inefficient processes and workflows and recommending improvements
Own and execute accurate and timely month end close and financial reporting, including class reporting, job costing, trend analysis, and variance review
Demonstrate sustained ownership of month end close deliverables with minimal rework or escalation and limited oversight
Review work for accuracy and completeness and ensure timely inputs aligned with month end close requirements
Update various KPIS, dashboards and reports and budgets in Jirav
Oversee accounts payable and accounts receivable processes, including unbilled revenue, deferred income, bad debt allowances, and other advanced accounting matters
Manage fixed asset and intangible asset accounting, including maintaining depreciation and amortization schedules and recording journal entries for asset acquisitions and disposals
Payroll processing using Intuit or other third-party payroll applications and review quarterly and annual reports such as: W-2, W-3, 941, and state U/E. Proactively identify and resolve payroll discrepancies
Record, analyze, and maintain financing transactions, including loans and investments, ensuring appropriate classification of short term and long term obligations
Review and evaluate lease agreements to determine proper short term and long term classification in accordance with applicable accounting standards
Prepare and file sales and use tax returns, property tax filings, and client specific business and franchise tax payments, ensuring accuracy and timeliness
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Assist with review and preparation of 1099s and year-end payroll inclusions
Use critical thinking to independently interpret, research, and apply knowledge to resolve technical accounting issues
Prepare cash management flash report and support audits, budgeting, and forecasting as needed
Responsible for properly tracking inventory and identifying unusual or unexpected results
Leverage technology to drive efficiency and scalability
Pursues opportunities for continuous learning
Collaborate effectively with Accountants and Associates supporting transactional work
Provide clear direction on assigned tasks and close expectations
Maintain accountability for final deliverables while operating in a peer support and coaching capacity
Effectively partner with an assigned associate on the client file during and after transition
Support management with gathering documentation for budgets, forecasting and annual audits
Partner with client third-party advisors for exchange of data and reports
Assists on special projects and additional responsibilities as needed
Advanced knowledge of fundamental bookkeeping and accounting principles, practices and procedures, including enhanced levels of: financial reporting and analysis, budgeting, prepaids/accruals, capitalization, financing, job costing and regulatory tax requirements.
Demonstrated experience working with clients transitioning out of Implementation, including navigating complex or undefined situations and assuming ownership through stabilization and ongoing service delivery.
Possess a very high degree of accuracy and attention to detail
Demonstrated experience managing client engagements within defined budgets and scope, including monitoring utilization, explaining variances, and proactively addressing risks
Proven experience coordinating and reviewing transactional work performed by Accountants and Associates, ensuring accuracy, completeness, and timely inputs aligned with month‑end close requirements
Self-directed, highly motivated and proactive
Highly organized and process-driven
Excellent problem-solving, critical thinking and analytical skills
Proven experience meeting deadlines
Comfortable delegating tasks and providing feedback
Friendly, outgoing personality with a positive attitude and strong customer service skills who enjoys meeting and interacting with clients and staff
Displays excellent communication, collaboration, and problem-solving skills
Comfortable interacting with clients via phone and webcam
Demonstrate ability to succeed in a fast-paced environment
Innovative thinker and embraces change
Able to work independently and as a team player
Strong proficiency in Microsoft Office, especially Excel, Word and Outlook
Minimum Education & Training Required
Proficient with accounting software, including but not limited to QuickBooks Desktop, QuickBooks Online, NetSuite and Sage Intacct.
Experience with third-party applications is preferred, such as Bill.com, Tallie, Jirav, and TeamWork
Ongoing desire to expand knowledge of new technology and applications
AIPB, a 2-year associate’s degree in an accounting-related field of study, or Minor in Accounting, preferred but not required
Grit : Motivated self-starter with a positive, can-do attitude. Demonstrates GRIT in overcoming obstacles and accomplishing tasks.
G : Expresses Gratitude and appreciation for the contributions of team members, fostering a positive and collaborative work environment
R : Demonstrates Resilience , flexibility, and determination while autonomously managing high-priority tasks and projects in an ever-evolving, dynamic work environment
I : Unquestionable commitment to upholding the highest standards of Integrity , ethical behavior, and transparency in all business practices
T : Proven ability to contribute effectively to organizational and team objectives through strong Teamwork skills
Work from home, W-2 position
Three work schedule options including Full Time (37-40 hours), Mod Time (33-36 hours) or Part Time (30-32 hours). Minimum working hours must be M-F 9am-3pm in your time zone, with flexibility to accommodate client calls and meetings outside of those hours as needed
Compressed work week option available
Generous vacation and paid holidays
Group Medical, Dental, Life, Vision, Accident Insurance
401(k) plan
Participation in a company wide annual bonus incentive plan
$25 monthly internet stipend
Virtual employee groups, clubs, and activities throughout the year
