Senior Accountant (Quickbooks, US Client exp)

Our client seeking a 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. He/she 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: 9:00 AM 6:00 PM Eastern Daylight Time (9:00 PM 6:00 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

Assist the Accounting Information Director with researching streamlining apps

• 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 as needed

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 client time daily in Karbon

Manage calendars to schedule daily and weekly workload

Schedule weekly meetings with accounting staff as needed

Execute assigned goals aligned with the company's goals

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

Proficient with QuickBooks Online and Microsoft Office

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