Client Accounting Senior Associate - Winery Practice

Perkins & Co•Portland, OR

3d•$80,000 - $95,000•Hybrid

About The Position

We have a nationwide workforce, with more than 1/4 of our team being fully remote from outside the Portland and Vancouver Metro area. However, given the nature of responsibilities in this role, preference will be given to local candidates who are located in the Pacific timezone and able to be onsite at clients periodically. Interviews will be held virtually in most cases . Some may think a job is just a job, but at Perkins & Co we believe in igniting possibilities by helping our employees develop careers that fulfill their ambitions. We hire great people and give them a great place to work. Our secret to keeping them around is a positive culture, challenging and interesting work, and a dedication to continually increasing our competencies. At Perkins & Co, we’re building a CAS practice that pairs excellent accounting with AI-enabled, real-time advisory. Today, this role focuses on wine industry accounting fundamentals. Over the next year, you’ll help us modernize workflows, adopt new tools, and expand advisory services. If you’re curious, adaptable, and excited to be part of this journey, you’ll thrive here. We’re looking for a Client Accounting Senior Associate with a diverse background with an emphasis on Wine to support our growing department. This person will leverage their experience and damn good accounting skills to provide strategic oversight and hands-on work for our clients. Have you been longing for a chance to have a real, positive impact on businesses? Do you have a knack for process improvement? Are you a strong leader and relationship builder? If so, this could be the perfect opportunity! Work whenever and wherever you want. We don’t just accommodate remote work, we invite it, support it, and celebrate it. While the responsibilities of this role necessitate hiring someone located in the Pacific time zone and willing to travel to client locations in Oregon and Washington, we trust you to get your work done, whether you’re in person, hybrid, or fully remote. A culture where flexibility and balance add up to success. Our leadership team knows that public accounting is a demanding profession, which is the very reason for our ‘people-first’ culture. What works best for you works best for us. Time off to recharge. Empowering our staff with ample time off is central to how we operate and an important component to giving you the time you need to recharge. In addition to 4 weeks of PTO, enjoy 14.5 paid holidays and paid leave options, including parental leave. A smart move for your career. We’re looking for a Client Accounting Senior Associate to support our growing winery practice group. This person will leverage their wine experience and damn good accounting skills to provide strategic oversight and hands-on management in a small group of winery and other clients. We’ll give you the tools and resources to do your best work and mentorship programs that go above and beyond standard training, including self-selected development courses and career coaches. Our open-door policy gives you easy access to leadership, and our “choose your own adventure” approach to career development allows you to grow your career the way you want. We invite you to focus on your passions, promote you when you’re ready, and celebrate each career milestone you experience with us.

Requirements

Bachelor's degree in a related field from four-year college or university is required.
Five+ years related experience required; wine industry exposure preferred.
Experience in a large local/regional or national accounting firm is desirable.
Experience with maintaining client relationships in a professional services environment is preferred.
QuickBooks Online ProAdvisor Certification is required (or commitment to obtain within two months of employment); experience with QuickBooks desktop version also required
Advanced Microsoft Excel skills
Experience with the process of wine costing
Experience with one or more of the following wine industry software platforms is strongly preferred; InnoVint, Orderport, Commerce 7, VinTrace, WineDirect
Proactive, effective English verbal and written communication skills are required
Strong computer skills including database, spreadsheet, report writing, project management, graphics, word processing, presentation creation/editing, etc. is required
Must travel to client sites as needed (travel time is approximately 10% local travel; 5% out of market)

Nice To Haves

Experience in a large local/regional or national CPA firm is strongly preferred

Responsibilities

Prepare more complex financial statements and able to analyze and identify any errors or omissions made by clients
Fully researches issues and presents pertinent guidance in support of suggested alternatives
Displays full proficiency in the areas of accounts payable management, accounts receivable management, payroll and sales tax issues related to recording and reconciling into books as applicable to the engagement assigned.
Assists client and others in resolving problems related to systems or software
Participate in process improvement initiatives and pilot new tools and engage in training on automation and AI tools as they are introduced.
Develop AI literacy (prompt design, validation, exception handling).