Client Accounting Services Senior Associate

Eide Bailly LLP•Reno, NV

1d•Hybrid

About The Position

This role involves providing comprehensive accounting services to clients, functioning as their dedicated accounting department. The Senior Associate will be a key point of contact for clients, utilizing technology to manage accounting transactions in real-time. Responsibilities include bank reconciliations, month-end closing procedures, journal entries, and providing GL account analysis. The position also entails preparing various financial reports, tax forms, and assisting with outsourced CFO advisory services by providing analysis of accounting information. The role requires streamlining processes, coordinating activities to meet client needs within specified timeframes, training new employees, and participating in business development efforts. The Senior Associate will also collaborate with internal tax experts to deliver customized solutions and ensure timely and accurate project completion while maintaining compliance with budgets and deadlines.

Requirements

Bachelor’s Degree in Accounting preferred; an equivalent combination of education and experience may be substituted.
3+ years of accounting or bookkeeping experience required.
Proficient with computers, Microsoft Office (Word and Excel), QuickBooks and using various software packages.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Ability to think innovatively to incorporate technology solutions and streamlined processes.
Ability to communicate clearly in writing and verbally.
Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
Ability to establish and maintain effective working relationships with co-workers and clients.
Well-rounded knowledge of general ledger accounting and principles.
A knack for solving problems and easily notice issues while bringing solutions to the table.
Self-starter and enjoy working independently.

Nice To Haves

Experience with mult-generational families or family office preferred.
A valid Certified Public Accountant (CPA) or Certified Management Accountant (CMA) license or are working towards obtaining one of these licenses is preferred, but not required.

Responsibilities

Works on a team to provide accounting services for clients from a multi-faceted approach.
Actively handles day-to-day accounting needs for clients, functioning as their accounting department.
Serves as a key point of contact on day-to-day accounting matters for the client.
Utilizes technology to properly account for all accounting transactions for the client in real-time.
Reconciles client bank accounts.
Calculates month-end balancing and journal entries and provides an analysis of GL accounts to support or serve as the outsourced controller during the month-end process for clients.
Prepares reports, returns, and other documents as required, including sales tax reports, year-end tax forms, monthly/quarterly/annual financial statements, and other reports required by clients.
Provides the outsourced CFO with analysis of accounting information for high-level advisory services.
Makes recommendations on how to streamline processes.
Coordinates various activities to meet client needs within a specified time frame.
Assists with training new employees in the outsourced accounting services area and delegates work based on availability and experience.
Participates in the area of business development.
Actively seeks out opportunities for Eide Bailly to provide additional services to clients.
Ensures timely and accurate performance on assigned projects.
Maintains compliance with project budgets, turnaround times, and deadlines.
Collaborates with internal tax experts to deliver customized solutions to clients.
Provides Manager/Partner with analysis of accounting data to support high-level advisory services for businesses and/or family enterprises.