客户会计服务高级专员
Client Accounting Services Senior
职位概述
在高级职位上，个人应熟悉公司的政策和程序；了解AICPA的规则、法规和职业行为准则；具备相关IRS法规和代码、FLSA和TWC章节和法规的理解；并掌握研究技术以及公司可用的各种研究资源。在高级职位上，该人员必须具备强大的项目管理、组织和客户关系技能。此外，该职位需要一位自我驱动的员工，能够独立工作，接受最少的监督。必须能够快速学习新软件。能够单独工作，也能与团队成员合作。能够管理多个项目和截止日期。
主要职责和责任
合理调整说明
要成功完成这份工作，个人必须能够满意地完成每一项主要职责。为使有残疾的合格人员能够履行主要职责，可能会做出合理的调整。
主要职能说明
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· 通过QuickBooks或适用的软件编制财务报表，包括：
· 编制和录入折旧和摊销的分录
- 使用分类跟踪和/或项目成本功能分配收入和费用
- 创建和维护Excel电子表格以计算各种分配
- 审核客户记录，并根据需要通过分录进行更正
- 编制资产负债表、损益表、现金流量表和总账报告
- 向内部管理层报告潜在的簿记问题
- 与客户沟通他们的账目并收集缺失的信息
- 教育客户关于保持账目正确的最佳实践
- 审核客户准备的会计文件，为税务准备做好准备，并根据需要通过分录进行调整
- 与客户合作，协助他们识别会计需求，在簿记问题上提供支持，并向他们提供基础会计知识的培训
- 在适用的软件中设置新的会计文件，包括科目表
- 编制和审核应付账款和应收账款，如需
- 审核员工的工作
- 编制和审核工资单，包括进行EFTPS税款支付和年度形式W2、W3、1099、1096、940
- 编制和审核季度工资单形式941和TWC
- 编制和处理
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POSITION SUMMARY
At the senior level, an individual is expected to be knowledgeable with the Firm's policies and procedures; understand the rules, regulations, and code of professional conduct of the AICPA; possess an understanding of pertinent IRS regulations and code, FLSA, and TWC sections and regulations; and obtain a working knowledge of research techniques and the various research sources available to the Firm. At the Senior level, this individual must have strong project management, organization and client relationship skills. Additionally, this position requires a self-motivated employee who requires minimal supervision. Must be able to learn new software quickly. Must be able to work individually and with other team members. Must be able to manage multiple projects and deadlines.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions Statement(s)
·
· Prepare financial statements through QuickBooks or applicable software, including:
· Prepare and enter journal Entries for depreciation and amortization
- Allocate income and expenses using class tracking and/or job costing features
- Create and maintain Excel spreadsheets to calculate allocations of various
- Review client entries and enter corrections by Journal Entry, as needed
- Prepare Balance Sheet, Profit and Loss, Cash Flow Statements and General Ledger reports
- Report potential bookkeeping problems to internal management
- Communicate with clients about their books and gather missing information
- Educate clients on Best Practices to maintain their books properly
- Review accounting files prepared by clients to make ready for tax preparation and make adjustments by Journal Entry, as needed
- Collaborate with clients, and assist them as they identify accounting needs, support them on bookkeeping issues, and provide them with training on basic accounting knowledge
- Set up new accounting files with chart of accounts in applicable software
- Prepare and review accounts payable and accounts receivable, as required
- Review staff work
- Prepare and review payroll, including making EFTPS tax payments and annual forms W2, W3, 1099, 1096, 940
- Prepare and review quarterly payroll forms 941 and TWC
- Prepare and process sales tax returns
- Assist with and review TWC payroll audits
- Prepare and review Personal Property Tax Renditions
- Due to the paperless nature and electronic transmission of much of the reports, returns, and work product, must be able to work in Adobe
- Conduct training and documentation of internal processes.
- Prepare and review Prepared Financial Statements and Compilations
The base compensation for this position is $78,000 - $95,000 annually, DOE. Residents of California or New York will not be considered at this time. Position is available for remote, hybrid or on site work.
BENEFITS & PERKS
- 401(k) Retirement Plan
- 16 Days PTO
- 9 Paid Holidays, plus Firm closure for the Christmas break
- Medical, Dental, Vision, Life, Short-term and Long-term Disability insurance
- Formal career development program
- Community Involvement Program
- Kitchen stocked with complimentary snacks and drinks
MINIMUM REQUIREMENTS
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.
Education
Bachelor's Degree in Accounting or related discipline
Experience
A minimum of 3 years of accounting experience, ideally in a client-focused environment in public accounting, or a combination of public accounting and industry experience, with a strong background in preparing GAAP-based financial statements.
Computer Skills
Highly proficient in working in a cloud environment, with strong technology skills using a computer or laptop, mouse, and keyboard with multiple monitors.
Certificates and Licenses
CPA or CPA candidate preferred
Other Requirements
Proficiency in Microsoft Office Applications, including Outlook, Word, and Excel, as well as Quickbooks Online is required. Experience/proficiency in Bill.com, Xero, Gusto, Creative Solutions Fixed Asset Manager, CCH Axcess, Adobe, Depreciation Solutions, and/or CaseWare is preferred.
Salary: $78,000-$95,000Originally posted on Himalayas