Job Description
Position Overview:
• Record entries in the general ledger for monthly accounting services clients.
• Reconcile bank and credit card accounts.
• Review the general ledger for accuracy and reasonableness.
• Review monthly financials and make necessary adjustments.
• Propose and create reclass entries as needed.
• Communicate effectively with clients.
• Work with the tax team to identify expenses and transactions that might impact tax returns.
• Participate in team development and process improvement initiatives.
• Identify opportunities to provide additional services to clients.
• Use research services to enhance technical knowledge and offer valuable services.
• Resolve issues using internal and external resources.
• Follow all firm policies and procedures.
• Meet deadlines and deliver high-quality work.
Senior Accounting Specialist Responsibilities:
• Perform more complex accounting tasks, including CFO-level work.
• Review and approve entries and financial statements prepared by junior team members.
• Provide mentorship and guidance to less experienced staff.
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Technical Requirements
Role Requirements:
Senior Accounting Specialist:
• Bachelor’s degree in Accounting or a related field (or equivalent experience).
• Minimum of 4 years of accounting experience.
• Chartered Accountant certification or equivalent highly preferred.
• Strong knowledge of accounting principles and practices.
• Proficient in QuickBooks Online (QuickBooks Desktop experience a plus).
• Excellent written and verbal communication skills.
• Strong project management skills and attention to detail.
• Ability to mentor and support junior staff members.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Ability to thrive in a paperless office environment.
Entry-Level Accounting Clerk:
• Bachelor’s degree in Accounting or related field (or equivalent experience).
• Minimum of 2 years of experience in Accounting
• Basic understanding of accounting principles and practices.
• Proficient in QuickBooks Online (QuickBooks Desktop experience a plus).
• Strong interpersonal skills and ability to work within a team.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Ability to learn new software tools quickly.
Responsibilities
The Accountant will be responsible for managing financial records and ensuring compliance with relevant regulations. They will also prepare financial statements and assist with budgeting processes.
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