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Senior Accountant

First Rate, Inc.
Arlington, TX
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

The Senior Accountant supports the administration, accounting and tax compliance function for First Rate, Inc. and related entities. The Senior Accountant will be responsible for financial statement preparation and consolidation, account analysis and reconciliations, cash flow analysis, budgets and forecasting, audit preparation, and internal control maintenance and regulatory reporting.



1. Leveraging your U.S. GAAP technical accounting expertise and knowledge, lead the team in the production of timely monthly close for assigned areas, oversee day-to-day accounting activities and ensure compliance with internal controls, laws and regulations.

2. Partner with cross-functional teams and participate in the implementation of system enhancements and workflows.

3. Evaluate workflow processes and procedures to develop, recommend and implement procedural and system changes to increase accuracy and efficiencies.

Responsible for the preparation and consolidation of financials for First Rate Inc. for internal and external reporting.

4. Coordinate First Rate Inc. audit, valuation, and tax engagements.

5. Prepare tax returns and ensure compliance in coordination with external tax firm.

6. Work with departments on revenue billing and recognition and work with MDs on forecasting future revenue.

7. Maintain fixed asset records for asset additions, disposals and book/tax depreciation.

8. Reconcile balance sheet GL accounts and others as assigned.

9. Record and manage investments in other companies for First Rate Ventures. Record and implement new revenue processes for business acquisitions from First Rate Ventures.

10. Responsible for managing accounting workflow and acting administrator for company software ERP and forecasting systems.



1. 5+ years’ experience as an Accountant or equivalent required, 2+ years of public accounting experience preferred

2. CPA or CPA candidate preferred

3. Bachelor’s degree or equivalent in Accounting/Finance/Business/Taxation required.

4. Strong understanding of US GAAP and application thereof

5. Current and advancing knowledge of federal and state tax laws governing income, sales, property, entity, and payroll taxes

6. Expertise in NetSuite preferred and evidence advanced skills in utilizing Excel and Word applications required

7. Experience required in deadline-driven, multi-tasked, and dynamic environment

8. Interpersonal skills with the ability to communicate effectively and interact with people cross-functionally, including with departments throughout the business having varying personalities

9. Ability to multi-task and thrive under pressure

10. Strong problem-resolution and analytical skills

11. Excellent written and verbal communication skills, including summarization of detailed

Company Description
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

First Rate, Inc.


1903 Ascension Blvd

Arlington, TX


Finance and Insurance