Accountant - New Clients
Cain Watters & Associates, LLC•Frisco, TX
•$65,000 - $75,000•Hybrid
About The Position
Reporting to the Accounting Manager, the Accountant - New Clients is responsible for the initial setup of a client’s account including beginning balance roll forward, general ledger and bank reconciliation, payroll integration, preparation of a balance sheet & income statement for a growing CPA firm specializing in financial planning to national clientele.
Requirements
- 10+ years of experience in accounting field required
- Multi-client CPA firm experience required
- Proficient in both Microsoft Word and Excel
- Act as a team player and demonstrate a positive attitude
Nice To Haves
- Bachelor’s degree from a regionally accredited institution preferred
- QuickBooks and Xero software experience preferred
Responsibilities
- Initial setup of a client’s account to include general ledger beginning balances
- Work independently on monthly and quarterly compilations including reconciliations of bank and credit card accounts; assess general ledger for accuracy
- Prepare after the fact payroll summaries and record journal entries
- Record journal entries to reconcile balance sheet accounts to supporting documents
- Ensure compliance with all laws, regulations in the preparation of year end Forms 1096 & 1099
- Work independently with clients as needed to facilitate completion of financial statements
- Exercise discretion and authority in the preparation of accounting records, including financial statements and other financial reports, to assess accuracy, completeness, and conformance to standards defined within the department
- Establish records of accounts and input entries into proper accounts
- Document and ensure proper keeping of financial records, making use of current technologies
Benefits
- Heavily subsidized medical insurance options
- Generous employer HSA contributions
- 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
- Dental and Vision plans
- Unlimited PTO
- Organization-paid holidays, including an extended Winter Break
- Safe Harbor 401k Plan
- Employer-paid professional dues, licenses, and renewals
- Continuing Education resources
- Family Planning Assistance Program and Paid Parental Leave
- Subsidized fitness programs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
