Outsourced Accounting Solutions Senior

CBIZ • Washington, WA

1d • Hybrid

About The Position

This role involves overseeing the month-end and year-end closing process, preparing financial statements and audit schedules, and managing client relationships. The Senior will be responsible for understanding complex accounting issues, conducting research, and ensuring the accuracy of financial reporting. This position also involves leading engagement teams, acting as a liaison with external auditors, and preparing tax forms for clients. Additionally, the role includes recommending and implementing internal controls, policies, and procedures, as well as training and mentoring junior staff.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior