Accounting Services Senior

Ideal candidate qualities:

• BS in accounting, MACC/CPA preferred
• 3-5 years client accounting services, audit, or industry experience in SAAS, NPO, or professional services
• Ability to work both independently and as part of a team of professionals at all levels
• Proactive self-starter
• Task-oriented and high attention to detail
• Ability to prioritize tasks and work under tight deadlines
• Strong verbal and written communication skills
• Demonstrates leadership, ownership, and problem‑solving skills
• Attributes of an ideal team player, as well as high integrity and a positive attitude
• Willingness to work a hybrid remote, in‑office, and at client schedule
• Experience working with common small and mid‑sized accounting platforms such as Quick Books Online, Net Suite, BILL, or Jirav
• Proficient in Microsoft Office Suite – primarily Outlook, Excel, and Word.

• Work with the client accounting services team that performs outsourced accounting services for clients – you will assist client service managers in delivering books and records for clients that have outsourced this function to our firm. Duties vary by client but may include:
  • Process outgoing payments in compliance with financial policies and procedures
  • Oversee staff performed work such as day‑to‑day financial transactions, including verifying, classifying, and recording accounts payable data
  • Verify and investigate discrepancies, if any, by reconciling vendor accounts and monthly vendor statements
  • Generate reports detailing accounts payables status
  • Understand expense accounts and cost centers
  • Assist with compliance issues around accounts payable processes (W‑9, sales tax, etc.)
  • Ownership of month end close procedures overseeing staff work, preparing and booking calculation such as accrued expenses, stock options, leases, fixed assets, prepaid expenses, deferred revenue, debt, and all other month end calculations
  • Research technical accounting issues
  • Organize and maintain financial records and schedules
  • Prepare month‑end reconciliations
• Make suggestions for processes, systems, and technology to improve the efficiency and quality of the client experience
• Act as an integral team player to ensure client books are closed timely and accurately each month
• Interact directly with clients and deliver high quality customer service.