Senior Accountant - Client Advisory Services

Wegner CPAs • Madison, WI

1d

About The Position

The Senior Accountant in Client Advisory Services is responsible for achieving and maintaining a high level of client satisfaction by providing accounting and consulting services to commercial and not-for-profit clients. The role manages day-to-day accounting and reporting for assigned clients, coordinates transaction processing and the work of accounting specialists, maintains client and professional-service-provider communication, and prepares and reviews reconciliations, financial statements, workpapers, and general ledger activity. The position also maintains documented accounting procedures, develops technical competency with GAAP, builds client relationships, and communicates regularly with engagement leaders.

Requirements

• Associate or bachelor’s degree in Accounting.
• Three to five years of accounting or job-related experience.
• Experience with not-for-profit accounting.
• Proficiency in Microsoft Office programs, specifically Excel.
• Demonstrated knowledge of general ledger accounting software.
• Demonstrated knowledge of GAAP and other accounting methods.
• Demonstrated ability to relate well to clients.

Nice To Haves

• Public accounting experience is preferred but not required.
• CPA is preferred but not required.

Responsibilities

• Manage day-to-day accounting and reporting accuracy for assigned clients, using available tools to support efficient workflows and timely processing.
• Coordinate daily processing of client transactions using accounting software such as Bill.com, Sage Intacct, and QuickBooks.
• Maintain client contact and coordinate information flow with the tax team, outside auditors, and clients’ other professional service providers.
• Coordinate the work of A/P, A/R, and Payroll Specialists assigned to engagements.
• Monitor client cash flows and maintain required schedules.
• Approve each Bill.com bill before release to the client for approval.
• Prepare bank and other balance sheet reconciliations.
• Perform and complete clients’ daily and monthly transactions and month-end closings.
• Review and approve transaction coding for general ledger account classifications.
• Prepare and organize appropriate workpapers.
• Review the general ledger for missing transactions and overall accuracy.
• Maintain documented accounting procedures to support accurate and timely financial statements for assigned clients.
• Prepare interim financial statements, including supplementary schedules when needed.
• Develop technical competency with GAAP.
• Build and maintain client relationships throughout engagements and provide outstanding customer service.
• Communicate regularly with engagement leaders and provide weekly reporting for each client engagement.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree