The Role:
As our future accountant, you will work on a portfolio of clients, while intimately getting to know them and their businesses. We focus on building relationships with our clients – it helps us help them when we know them and their lives.
Responsibilities Include:
While your tasks will vary day to day, we have built-in, recurring deadlines that will need to be met. We keep routine, but avoid the mundane. 🙂
+ Advise clients on their small business accounting and tax needs, including being the point of contact for your book of clients
+ Review data recorded during the period by the bookkeeper and close the books monthly/quarterly; prepare reports on both a cash and accrual basis with financial analysis notes sent to the client
+ Create and maintain workpapers for clients
+ Tax projections on a monthly/quarterly basis with ongoing planning and research for our clients including entity structure and retirement contribution tax strategies
+ Sales tax preparation
+ Annual income tax preparation (individual and business)
+ Budget and forecasting preparation and analysis
+ Payroll oversight via Gusto including onboarding new employees, terminating employees, managing payroll integrations with the accounting software for proper mapping, troubleshooting payroll notices, and new client setups
+ Troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc)
+ Accounts receivable and accounts payable oversight
+ Bank, credit card, merchant account, clearing account, and other balance sheet account reconciliations
+ Record bank, credit card, and merchant account information in the general ledger via bank feeds in our client’s accounting software
What We’re Looking For:
If this ad speaks to you, please apply even if you feel like you might not have all of the skills below. This is just a general list, it’s by no means a requirement.
+ At least five years of accounting experience, managing multiple clients preferred
+ CPA preferred
+ Experience working with small businesses (specifically closely held pass-through entities)
+ Experience with accrual / GAAP reporting and workpapers
+ Experience with preparing and advising on small business taxes (Schedule C, S-Corp, C-Corp and Partnerships)
+ Strong problem solving and analytical skills
+ A love for technology and intuitive computer skills
+ Ability to take ownership, while realizing when it’s time to reach out for help
+ A deep understanding of the financial statements; the relationship between them, what it all means, and the ability to explain the numbers to our clients in their language
+ Strong excel skills; you don’t need to know how to build macros but if a string of formulas goes awry you should be able to troubleshoot and correct
Requirements:
+ Willing to undergo a background check
Benefits Offered:
+ PTO
+ QSEHRA
+ 401k match
+ Advancement opportunities
+ Flexible schedule
+ Summer Fridays
To Apply:
Click here.
