Advanced Client Onboarding Accountant
About The Position
Reporting to the Accounting Manager, the Advanced Client Onboarding Accountant 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. Essential Functions 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
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
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
