Staff Accountant

Qualifications of the Staff Accountant:

·         At least a bachelor’s degree in accounting

·         CPA or CPA candidate

·         A minimum of three years general ledger accounting experience

·         Extensive knowledge of generally accepted accounting principles (GAAP)

·         Extensive experience with data entry, recordkeeping and computer operation

·         Advanced knowledge of Microsoft Office, Excel, QuickBooks and QuickBooks Online

·         Holds/maintains a title of ProAdvisor with Intuit, passing one of the advanced certifications

·         Excellent organizational, problem-solving, project managemant and communication skills

·         Ability to function well in a team-oriented environment

·         Instead of asking questions, offer solutions and options

Management Responsibilities:

·         Direct, coach, mentor and review the work of the account specialists.

·         Confirm all reconciliations have been completed correctly for bank & credit card accounts

·         Review account specialists’ work to show they are current & QuickBooks register balances match the statements

·         Review QuickBooks file for any W-9s needed to be completed. Remind account specialists of requirements & deadlines

·         Make sure balance sheet in QuickBooks matches tax return balance sheet, if applicable

·         Make sure account managers keep the client comunication sheet updated with notes on client status so that any account manager can pick up where they left off

·         Make sure balance sheet in QuickBooks matches tax return balance sheet, if applicable

·         Be a visionary of anticipating what the client needs and create actions steps to providing the client’s paece of mind

·         Plan/schedule quarterly check-ins with clients and have client relations manager make phone calls to ensure client satisfaction. Relay to account specialists what comments clients had

·         Work with our Intuit contact for any technical issues with QuickBooks Online

·         Onboard new account specialist team members

·         Onboard new bookkeeping clients to get started and distribute to account specialists

·         Email account specialists on changes that need to be made in the client’s QuickBooks file

·         Communicate with clients and partners relating to account managers’ performance

·         Respond to client concerns/issues

·         Review and approve financial statements and supporting information

·         Provide and interpret financial reports (when higher level services are required)

·         Assess and clean up new client’s financial systems

·         Monitor and manage fixed fee clients to meet profitability targets

·         Keep abreast of changes in financial regulations and communicating said changes to management/staff

·         Attend and participate in all staff and management meetings

·         Execute special projects as requested

·         Perform other duties as assigned

Applying for the Job:

Don't apply for this job if you already have your own business or a few clients you want to retain while working for us. We are looking for someone that will be 100% committed to our company. This is a wholesome, respectful, and professional environment. If you are a perfectionist at heart and find fulfillment reassuring people that might be fearful, have anxiety or frustration around money/taxes, then you may want to apply for the opportunity to join our team. This job is for the perfect candidate who wants a CAREER IN THE ACCOUNTING FIELD.

Don't send us your resume without answering the following 5 questions below in your cover letter - you will not be called for an interview...it's a test to see if you can follow directions!

Submit your resume and a cover letter that will include these 5 questions to butlerdavis.pr@gmail.com:

·         Desired Compensation

·         Available start date

·         Why the job is particularly of interest to you

·         Why you would be the best candidate for the job

·         Let us know if you noticed any typos and grammar errors in this ad

NOTE: We only schedule interviews with candidates who answer ALL 5 of the above questions in their cover letter. If you put "I'LL ROCK THIS JOB" in the subject line of your email, you will get bonus points for following directions.

No phone calls, please.

All final candidates will require a personality assessment and a background check before employment