Military, Veterans and Diverse Job Seekers-posted 9 days ago
Full-time • Mid Level
San Diego, CA

Responsibilities: What youll be doing: Responsible for performing a detailed review of the financials and supporting work papers Works timely to meet project deadlines established with the controller Works with client to acquire the necessary information to produce the financials Works with the Controller to discuss additional reporting requirements within the scope of the service agreement Assists with training and developing Bill Pay Specialists and Bookkeepers Supervises a team of 2 to 4 Bill Pay Specialists and Bookkeepers, assisting with training and development Documents and develops client-specific processes and trains staff Actively participates in client onboarding Creates and develops reporting templates based on reports agreed upon in the service agreement. Works with the Controller to identify reporting needs. Solves problems with peers, escalating up only to the level necessary Supports both internal and external clients software needs Demonstrates initiative to project lead and oversee team Communicates regularly with the controller Qualifications: What youll need for this position: At least 3 years of experience in public accounting (CPA not required) Experience using QBO and/or Xero Experience with financial reporting Understands, oversees, and reviews the information gathering of the 1099 reporting process Demonstrated success in preparing and presenting accounting client deliverables Excellent communication skills, including the ability to articulate financial information Experience leading and mentoring other team members Technical training abilities Whats in it for you: A people-centered culture, with fun, included among our core firm values A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm A fast track to leadership and influence for those who pursue it Excellent pay, flexibility, and benefits including health, dental, vision, life and disability insurance, 401k/profit sharing, paid holidays, flexible work arrangements, and paid leave.

  • Responsible for performing a detailed review of the financials and supporting work papers
  • Works timely to meet project deadlines established with the controller
  • Works with client to acquire the necessary information to produce the financials
  • Works with the Controller to discuss additional reporting requirements within the scope of the service agreement
  • Assists with training and developing Bill Pay Specialists and Bookkeepers
  • Supervises a team of 2 to 4 Bill Pay Specialists and Bookkeepers, assisting with training and development
  • Documents and develops client-specific processes and trains staff
  • Actively participates in client onboarding
  • Creates and develops reporting templates based on reports agreed upon in the service agreement.
  • Works with the Controller to identify reporting needs.
  • Solves problems with peers, escalating up only to the level necessary
  • Supports both internal and external clients software needs
  • Demonstrates initiative to project lead and oversee team
  • Communicates regularly with the controller
  • At least 3 years of experience in public accounting (CPA not required)
  • Experience using QBO and/or Xero
  • Experience with financial reporting
  • Understands, oversees, and reviews the information gathering of the 1099 reporting process
  • Demonstrated success in preparing and presenting accounting client deliverables
  • Excellent communication skills, including the ability to articulate financial information
  • Experience leading and mentoring other team members
  • Technical training abilities
  • A people-centered culture, with fun, included among our core firm values
  • A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
  • A fast track to leadership and influence for those who pursue it
  • Excellent pay, flexibility, and benefits including health, dental, vision, life and disability insurance, 401k/profit sharing, paid holidays, flexible work arrangements, and paid leave.
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