Senior Accountant

RKL•Allentown, PA

19d•$75,000 - $85,000

About The Position

The Senior Accountant is a multifaceted role, encompassing the diligent completion of daily accounting tasks such as sales postings and expense management. This position involves conducting initial reviews of financial statements and working closely with clients to ensure accurate financial transaction postings. This role is responsible for executing essential month-end tasks, the Senior Accountant prepares financial reports, including balance sheets, and profit & loss statements, while being ready to address client questions and requests. Acting as a key support to clients, the goal is to deliver clean and accurate monthly financials in support of the Client Service Team. This role requires meeting frequent deadlines, maintaining organization, and providing thorough variance explanations, account reconciliations, and accounting research to meet client needs effectively. Success Factors Responsibilities Reconcile accounts payable (AP), and accounts receivable (AR), and prepare and enter month-end adjusting journal entries Prepare comprehensive financial reporting, including balance sheets, income statements, cash flow statements, financial analyses, and highlight budget variances Set priorities and review the work of team members, including payroll journals, bank transaction coding, and month-end journal entries, and ensure staff adhere to best practices and internal controls Update accounting software with client data and ensure accurate record- keeping Prepare for, schedule, and conduct client meetings, ensuring thorough preparation and follow-up on identified tasks, and maintain effective client communication Promptly respond to client inquiries and requests for information within 24 hours while maintaining high-quality customer service Prepare workpapers, review financial statements for accuracy Develop a deep understanding of client industries and accounting operations, and contribute to the improvement of financial systems and processes Retrieve bills from vendor sites and conduct bank and expense management reconciliations File, pay, and track sales tax, ensuring compliance with deadlines and maintaining accurate records Assist and support team members with bill coding, client questions, and fill in for absent teammates as needed Perform additional responsibilities and adapt to client needs for month-end closing and other accounting tasks Any other duty as needed to drive to the vison, fulfill the mission, and abide by the values of RKL Virtual Management Solutions People Management and Relationships Cultivate and strengthen client relationships by understanding their business goals, ensuring responsive communication, and consistently meeting or exceeding their service expectations Lead client meetings with strategic focus, addressing critical financial matters, reviewing progress, and collaboratively setting goals to drive future success Proactively seek and value client feedback to enhance service delivery and reinforce a trusting, respectful partnership Promote a cooperative team atmosphere by offering support to colleagues, sharing knowledge, and aligning efforts to achieve collective objectives Demonstrate respect and build trust with both team members and clients through transparent communication, reliability, and a commitment to ethical conduct Take personal responsibility for the quality and timeliness of work, actively pursuing professional growth and being receptive to new ideas and constructive feedback Business Growth Demonstrate an understanding of RKL's business model, service lines, and competitive landscape Leverage knowledge of client service capabilities to contribute to the firm's growth and client satisfaction Stay informed on technological advancements and their potential impact on the firm's success and service delivery Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Excellent organization skills and strong attention to detail
Multitasker with the ability to prioritize work accordingly
Excellent verbal and written communication skills with strong client service focus
Strong analytical and interpersonal skills
Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Proficiency with Microsoft Word, Excel and Outlook
Ability to thrive and adapt in a fast paced environment
Problem solving skills; ability to shift focus and adapt to changes
Bachelor’s degree in Accounting, Finance or related field
Minimum of 5 years of general accounting and payroll experience in a corporate setting
Must be able to remain in a stationary position as needed
The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
Ability to communicate in a professional manner and exchange information with internal and external actors as needed
Ability to lift/carry up to 20 pounds
Ability to work outside of normal business hours and weekends as needed
Ability to travel to local and non-local clients as needed, overnight travel may be

Nice To Haves

CPA certification or other relevant certification a plus

Responsibilities

Reconcile accounts payable (AP), and accounts receivable (AR), and prepare and enter month-end adjusting journal entries
Prepare comprehensive financial reporting, including balance sheets, income statements, cash flow statements, financial analyses, and highlight budget variances
Set priorities and review the work of team members, including payroll journals, bank transaction coding, and month-end journal entries, and ensure staff adhere to best practices and internal controls
Update accounting software with client data and ensure accurate record- keeping
Prepare for, schedule, and conduct client meetings, ensuring thorough preparation and follow-up on identified tasks, and maintain effective client communication
Promptly respond to client inquiries and requests for information within 24 hours while maintaining high-quality customer service
Prepare workpapers, review financial statements for accuracy
Develop a deep understanding of client industries and accounting operations, and contribute to the improvement of financial systems and processes
Retrieve bills from vendor sites and conduct bank and expense management reconciliations
File, pay, and track sales tax, ensuring compliance with deadlines and maintaining accurate records
Assist and support team members with bill coding, client questions, and fill in for absent teammates as needed
Perform additional responsibilities and adapt to client needs for month-end closing and other accounting tasks
Any other duty as needed to drive to the vison, fulfill the mission, and abide by the values of RKL Virtual Management Solutions
Cultivate and strengthen client relationships by understanding their business goals, ensuring responsive communication, and consistently meeting or exceeding their service expectations
Lead client meetings with strategic focus, addressing critical financial matters, reviewing progress, and collaboratively setting goals to drive future success
Proactively seek and value client feedback to enhance service delivery and reinforce a trusting, respectful partnership
Promote a cooperative team atmosphere by offering support to colleagues, sharing knowledge, and aligning efforts to achieve collective objectives
Demonstrate respect and build trust with both team members and clients through transparent communication, reliability, and a commitment to ethical conduct
Take personal responsibility for the quality and timeliness of work, actively pursuing professional growth and being receptive to new ideas and constructive feedback
Demonstrate an understanding of RKL's business model, service lines, and competitive landscape
Leverage knowledge of client service capabilities to contribute to the firm's growth and client satisfaction
Stay informed on technological advancements and their potential impact on the firm's success and service delivery