Outsourced Accounting Senior Associate
About The Position
This role involves overseeing the month-end and year-end closing processes for clients, including the preparation of audit schedules, financial statements, and notes. The position requires keeping the engagement partner informed of progress and issues, and maintaining a deep understanding of each client's accounting operations and software. The Senior Associate will also be responsible for recommending and enforcing internal controls, policies, and procedures, and acting as the main contact with external auditors. Additionally, the role includes managing the preparation of client tax forms (990, 1099s), training and mentoring staff accountants, and reviewing their work. Other duties may involve budget preparation, grant reporting, drafting policies, processing payables, client billing, and drafting engagement letters.
Requirements
- Bachelor's degree in relevant field
- 3 years of relevant work experience
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses
- Must possess analytical skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
Nice To Haves
- Knowledgeable on complex accounting issues and treatment, proficient in accounting research
- Proficient knowledge of the clients accounting software packages
Responsibilities
- Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements
- Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs
- Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances
- Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations
- Maintain deep understanding of the accounting operations within each assigned client
- Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client
- Lead the engagement team in preparation for clients audits as the main contact with external auditors
- Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s
- Recommend, design, and implement any necessary policy controls and procedures.
- Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters
- Train, coach and mentor staff accountants
- Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion
- Assist in growth, development and training of staff
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What This Job Offers
Job Type
Full-time
Career Level
Senior
