Client Accounting Advisor

WellsColeman•Richmond, VA

11d•Onsite

About The Position

Wells Coleman is seeking a Client Accounting Advisor with a focus on outsourced accounting to work on-site in their Richmond office. The Client Accounting & Advisory Services Team provides full-service accounting support, state and local tax services, consulting on accounting software, and strategic advisory services for small-to-medium sized companies across a variety of industries. The role involves immediate client contact, playing a key role in building strong relationships while delivering high-quality services. The position is part-time with a minimum commitment of 25 hours per week, with the potential to grow to full-time in the future. The firm offers a superior work environment, including an open-door atmosphere, unlimited growth opportunities, and limited travel.

Requirements

Minimum of 3 years of industry-related experience required, preferably in a professional services or public accounting firm
Hands-on experience with QuickBooks Online (QBO) is required
Degree in Accounting required
Proactive, clear and effective communication (both written and oral).
Strong technical accounting skills and a solid understanding of U.S. GAAP and tax principles
Proficiency with other cloud-based accounting technology and Microsoft Office products
Detail-oriented with a strong commitment to delivering quality work
Ability to work independently, prioritize tasks effectively, and meet deadlines
Demonstrate flexibility, teamwork, and a positive attitude
Excellent interpersonal, analytical, and problem-solving abilities
A desire for continuous professional growth and development

Responsibilities

Reconcile bank accounts and credit card accounts
Reconcile subsidiary accounts to control accounts
Post periodic transactions and adjusting journal entries to accounting software
Prepare payroll and payroll tax returns
Prepare sales and other local tax returns i.e. 1099s
Prepare periodic financial statements and customized financial reports
Maintain and review General Ledger, Accounts Payable, and Accounts Receivable
Advise clients on accounting, tax, and financial matters
Analyze financial statements for trends, opportunities, and areas of improvement
Assist clients with QuickBooks Online set-up, training, and troubleshooting
Utilize technology platforms in conjunction with QuickBooks Online (i.e. HubDoc, Bill, Double)
Collaborate closely with clients and internal team members to ensure goals and deadlines are met