Remote Senior Accountant - Advisory

Remote Senior Accountant with advisory experience and tax knowledge needed to work with small business clients at a growing CPA firm.  Motivating team environment with the ability to learn and grow in the position.  

The Remote Senior Accountant must have technical tax knowledge as well as accounting/bookkeeping and financial analysis experience. The ability to manage clients and a team and advise small business clients on their financial matters.  Must have QuickBooks experience.

Excellent benefits and compensation package.

Accounting responsibilities

• Prepare journal entries
• Reconcile and maintain balance sheet accounts
• Draw up monthly financial reports
• Prepare analysis of accounts as requested
• Prepare month-end and year-end closings
• Administer accounts receivable and accounts payable, if applicable
• Provide account statements and appropriate accounting information to customers when needed
• Verify approval on all invoices and check requests, if applicable
• Prepare all accounts payable check processes, if applicable
• Maintain vendor system in the accounting software and accounts payable files
• Reconcile vendor statements with accounting software
• Review and process expense reports and credit card transactions
• Administer all bank transactions and oversee data recording procedures monthly
• Payroll management liaison with third-party service provider
• 1099 preparation at year-end
• Assist with implementing and maintaining internal financial controls and procedures
• Virtual meetings with clients
• Document processes

Financial Analysis

• Analyze and interpret financial data
• Review and investigate, if necessary, budget and/or forecast variances
• Process financial statements utilizing QuickBooks
• Calculate financial ratios using financial reporting software
• Calculate year-to-date and monthly cash flow statements
• Update various reports with current month’s data
• Verify year-to-date net income on financial statements balances to General Ledger
• Analyze and interpret financial data
• Ensure client books are published by the 6th business day
• Financial model building/forecasting
• Work closely with clients to project and work through current finance issues

Tax Knowledge

• Prepare basic/medium personal tax returns
• Prepare basic/medium corporate, partnership, and S-Corp returns
• Prepare basic/medium amended returns, personal tax projections, property tax refunds
• Utilize and develop a basic understanding of various tax programs and tax software
• Work with confidential client information

• Bachelors Degree in Accounting or related: Masters a plus
• 5+ years of current CPA firm experience
• QBO experience needed
• Advisory experience with small business clients
• Tech-savvy individual and experience with tech-forward thinking
• Experience working in a remote workplace; dedicated home office workspace, high-speed internet
• Excellent interpersonal, verbal, and written communication skills
• Team player, hands-on, self-driven, and problem-solver

If you feel you have the necessary qualifications please forward your resume and state what you would require on a salary basis.