Job offer: Senior Accountant

Location: Remote (U.S. based only)

About Us

At our company, we empower growing businesses with expert virtual accounting, controller, and CFO services. We combine precision with forward-thinking strategy to give clients financial clarity and control. We are seeking a Senior Accountant who thrives on ownership, accountability, and leadership to join our expanding team. We are not looking for a “task-doer.” We want a leader who can –

• Own the Accounting function with assignments given.
• Be a team player that operates with excellence.
• Partner with leadership to drive results.
• Apply strategic thought by going beyond task execution.
• Communicate transparently and effectively.
• Empowering others through collaboration and leadership

Position Summary:

This position will focus on closing out client books using QBO, communicating with the client on their financials and with management on the status. Other duties include documenting monthly close processes, reviewing team members’ monthly close work, interacting with clients by phone, email, and video calls, and problem-solving accounting and QuickBooks issues in a timely manner as they arise.

Senior Accountant Essential Duties and Responsibilities:

• Update client tasks in our project management app on a daily basis to ensure client’s monthly close meets
• Track and log hours daily for consistency and transparency.
• Review the Client’s books and document the close
• Documentation by preparing written documents and videos using GAAP accounting best practices and online tools for
• Update as needed for changes in process.
• Training staff on the Monthly Close Process
• Perform monthly close tasks for multiple clients in QBO.
• Reconcile accounts monthly to ensure accurate reporting and ledger maintenance.
• Code transactions on a weekly basis.
• Review team members’ monthly close
• Communicate in Slack, by phone, or by video meeting on client open items to resolve
• Ability to resolve complex accounting and QuickBooks issues in a timely
• Communicate with the clients’ CPAs on tax issues that come up during the
• Be proactive, be a resource, and train other team members on GAAP accounting best practices and QuickBooks issues when they
• Analyze and review financials in a monthly video meeting with
• Answer emails and phone calls from clients who have questions about their accounting and/or
• Check email and Slack regularly and fill requests for reports or information during the day as Respond timely to urgent requests.
• Be proactive in offering our tech stack of apps that can help with the back-office efficiency of our clients and recommend ways to reduce costs and enhance
• Meet with the manager on a weekly basis by video Report deliverables status on client deadlines, work tasks, and scope creep issues.
• Prepare sales tax returns and submit them online for clients with their
• Prepare 1099s for clients at year-end.
• Any other duties

Qualifications:

Skills:

• Excellent oral and written communication skills
• Strong mathematical and analytical skills
• Proven ability to handle multiple projects
• Great attention to detail
• Problem-solving and conflict-management
• Knowledge of Intuit Accounting Software and other financial software
• Strong knowledge of Financial Analysis
• Desire to work as a team player with a result-driven
• Excellent judgment and critical thinking skills

Experience:

• CPA or Accounting Firm Experience
• 5+ Years in an accounting position, reviewing financials, and completing full cycle accounting close.
• 5+ Years of QuickBooks Online job experience and other financial

Education:

• Bachelor’s Degree, accounting, business, or related certification
• QuickBooks Online Certified

Technical Skills:

• QBO, QB Desktop, NetSuite, Microsoft, Advanced Excel

Competencies

• Job Knowledge/Technical Knowledge: Demonstrates a sound working knowledge of current role and the technical systems, applications and equipment used in performing this role and understands the impact this role has on other business functions within the organization.
• Communication: The ability to write and speak effectively using appropriate conventions based on the situation; actively listens to others, asks questions to verify understanding, and uses tact and consideration when delivering feedback to
• Organization: Uses time efficiently by prioritizing and planning work
• Integrity and Respect: Demonstrates the utmost level of integrity in all instances and shows respect towards others and towards company
• Judgment: Demonstrates ability to make independent and sound decisions in all situations.
• Teamwork: Shares key information with others involved in a project or effort, works in harmony to accomplish objectives, responds with enthusiasm to directives, and shows support for departmental and organizational
• Quality: Sets high standards and measures of excellence to ensure quality assurance in every aspect of work
• Accountability: Takes personal responsibility and ownership for adhering to all company policies and procedures while also completing work timely and in accordance with performance
• Customer Service: The ability to demonstrate a series of activities designed to enhance the level of customer
• Interpersonal Communication: Writes and speaks effectively based on the psychological, relational, situation, environmental, and cultural dynamics within the situation.
• Manages Change: Demonstrates effectiveness and flexibility with changing environments, responsibilities, tasks, and
• Attention to Detail: Follows detailed procedures to ensure accuracy in the entry and reporting of
• Problem Solving: Identifies and resolves issues timely by gathering and analyzing information

Physical Demand

• Substantial movements (motion) of the wrist, hands, and/or fingers in a repetitive
• Manual dexterity is sufficient to reach/handle items and work with the
• Close vision (clear vision at 20 inches or less); distance (Clear vision at 20 feet or more); color vision (ability to identify and distinguish colors)

Work Environment

• This position is a remote, virtual position requiring
  • Adequate space to work
  • WI-FI connection
  • Ability to communicate via phone and virtual web

Work Hours/Schedule

The standard work schedule aligns with Central Time (CST), between 8:00 a.m. and 5:00 p.m. While flexibility is available for candidates in other time zones, availability during core Central Time business hours is required and non-negotiable.