Our client seeking a US Senior Accountant to join their growing team. The ideal candidate thrives in an intense and fast-paced environment while maintaining focus and attention to detail. They must be able to work quickly and efficiently while providing excellent customer service. Strong follow-through with high standards of quality and accuracy are mission-critical for success in the role.
SCHEDULE: 8:30 AM 5:30 PM Eastern Daylight Time (8:30 PM 5:30 AM Philippine Standard Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
Essential Functions
- Perform the following accounting responsibilities:
- Develop annual budgets and cash flow forecasts
- Perform analysis of financial data to identify trends and provide insights to clients
- Schedule Zoom video chats with clients to discuss financial reports
- Present financial statements and KPI analysis during monthly and quarterly client meetings
- Maintain ongoing and positive communication with assigned client
- Spearhead accounting catch-up/clean-up projects for newly assigned clients
- Perform the following delegation/review-related tasks:
- Manage and delegate daily, weekly, monthly, quarterly, and annual engagements
- Perform materially accurate monthly bookkeeping reviews for complex clients
- Ensure that the accounting team updates client checklists in Karbon weekly
- Manage and review QuickBooks file clean-ups for newly onboarded clients
- Train team on new client assignments, when applicable
- Delegate bookkeeping and accounting tasks to the accounting team as new clients are onboarded
- Review work performed by the accounting team
- Review journal entries, adjustments, and monthly reconciliations
- Review payroll transmission processed by the accounting team
- Review quarterly payroll tax returns and reconciliations
- Review complex monthly and quarterly sales taxes
- Review bills entered in Bill.com by the accounting team
- Review invoices created by the accounting team
- Perform the following administrative/miscellaneous responsibilities:
- Refer to the company's core values to assist in solving problems
- Enter time daily in Karbon
- Manage calendars to schedule daily and weekly workload
- Schedule weekly meetings with accounting staff as needed
- Participate in 1:1 check-in to discuss individual goals, concerns, and growth
- Attend daily huddles
- Attend scheduled trainings and workshops
Qualifications
- A bachelor's degree in Accounting is mandatory
- 4 years of full-cycle accounting experience
- Must have experience managing multiple (30+) clients
- Expert with QuickBooks Online
- Strong computer aptitude, which includes expertise with Microsoft 365 applications
- Strong interpersonal and analytical skills with the ability to interpret financial data
- Solid understanding of Generally Accepted Accounting Principles
- Aptitude in data management, analytics, reporting preparation
- Ability to work well under minimal supervision
